06/13/17 17:14 PM  

Users Tab Overview

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SummaryGetting to know the User section of the RingCentral online account
Details
The Users tab of your RingCentral Online account allows Administrators to edit the User's settings, update Roles and Permissions, edit User Groups and create Templates.

Users section

Follow the links below to learn more about the Users tab of your RingCentral Online account.

User list - Displays the list of Users with Extensions and Unassigned Extensions. Under the User list Administrators can add or disable a User by clicking on the Add User button or Disable link.
Roles - Administrators may assign Roles to Users which has Permissions that is based on a job function.
User Groups - The RingCentral User Groups feature allows you to organize your users under a specific group to be managed by a single group manager.
Templates - Templates allow an Account Administrator to implement a set of configuration to multiple users at once through the RingCentral Online account, reducing repetitive actions by applying same settings to a group of users.

User list

The User list section displays the list of Users in your company. Administrators can select a User from the list and update their settings.

Users With Extensions - Displays Users with Extensions, allows Administrators to add a User, download the User list, and Disable Users. The User list also shows the status of the Users whether they have been Enabled or are Not Activated yet.

QUICK TIP: To download the User list click Download User List. The User list will be in excel format. Administrators can use this feature to create a company directory or to perform an audit of users.

Unassigned Extensions - View unassigned extensions, Assign an extension to a user, or Delete an unused extension.
 
User Details - Admins can change or update the User's information, User hours, time zone, and language settings in their online account. Under User Details, select the information you want to change.

Quick Links:  For more information about adding a User, see Adding Multiple Extensions to your RingCentral Account. If you would like to learn more about Disabling, Enabling, or Deleting Users, see Disabling/Enabling, Deleting Groups and Users. For more information about activating Unassigned User Extension, see Activating an Unassigned User Extension. See Updating the User Information and Details on your RingCentral Online account to learn more about updating the User's Information in the User Details on your RingCentral Online account. For more information about Templates, see User Templates Overview.

Select User


User Details

Roles

User Roles give Admins the ability to control what users can do within the system, without giving full admin access. A Role is a collection of Permissions which could be based on a job function. Permissions are assigned to Roles and Roles are assigned to Users.

Predefined User Roles and Permissions feature is available to all RingCentral Office customers. Custom Roles and Permissions feature is available to Office Premium and Enterprise ONLY up to two (2) or more Users.

See User Roles and Permissions to learn more about this feature.

user roles and permissions

User Groups

The User groups feature allows you to organize your users under a specific group to be managed by a single group manager.

See User Groups Overview to learn more about his feature.
 
user groups

See Also: Managing a User Group (shows how Group managers can log in to the RingCentral Online account to access or manage User groups).

Templates

Templates allow an Account Administrator to implement a set of configuration to multiple users at once through the RingCentral Online account, reducing repetitive actions by applying same settings to a group of users.

See User Templates Overview to learn more about this feature.

templates overview

See Also

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