02/12/19 21:15 PM  

User Roles and Permissions - Create Custom Role | RingCentral

« Go Back

Article

 
SummaryThis article provides information on 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. 
Details


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 User Roles and Permissions - Permissions | RingCentral for more information about permissions.


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

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

• Assign Roles via Assigned Users
• Assign Role via User Details



See Also

User Roles and Permissions | RingCentral
User Roles and Permissions - Predefined Roles | RingCentral
User Roles and Permissions - Edit Permission for Custom Role | RingCentral
User Roles and Permissions - Set Default Role | RingCentral

Ranking
Was this information helpful?
Yes
No
Somewhat

Tell us why and what can we do to improve this information