05/02/19 01:13 AM  

User Roles and Permissions - Create a Custom Role | RingCentral

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SummaryThis article provides information on how to create a custom role. Custom roles help the Administrator create an existing role as a starting point, then later select the permissions to be assigned to the role.

How to create a custom role

Custom roles can be created or modified by a Super Admin or an Admin with User Management > Roles permission. Admins can then specify the Permissions of the Custom Role. 

NOTE: Custom Roles feature is available to Office Premium and Ultimate ONLY with up to 2 or more Users in the US, Canada, and UK.

1. Log in to the RingCentral Online account.

2. Go to Admin Portal > Users > Roles.

3. Click New Role.

User-added image

4. Select a role to use as a starting point. Click Next.

NOTE: Both predefined and existing custom roles are available as a starting point.

Select Role

5. Enter the Name and Description of your Role, then click Next.

Describe New Role

6. Check the box next to the permission/s that need to be granted. Uncheck the boxes for those that need not. Click Create Role. See Permissions List and Details for more information.

For permissions specific to RingCentral Meetings, see RingCentral Meetings - Permissions List

7. Click Assign to start assigning Users to this role.

TIP: You can also assign roles using the following methods:

• Assign a Role to One User
• Assign a Role to Multiple Users

See Also

User Roles and Permissions - Overview 
Permissions List and Details
User Roles and Permissions - Predefined Roles
User Roles and Permissions - Edit a Custom Role
User Roles and Permissions - Set Default Role

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