02/25/19 19:51 PM  

Call Delegation - Configure Settings for Assistant | RingCentral

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SummaryThis article describes all the requirements and steps for configuring the assistant to start using Call Delegation.
Details

Call Delegation - How to configure Settings for Assistant


Requires: PresenceConference, and HUD, admin role (at least user admin permissions to modify the assistants and delegates for executives), ringcentral phone app for desktop

• Executive cannot be assigned as assistant
• Executive and assistant cannot be Call Queue members (no agent monitoring features as well)
• max of 10 executives assigned to an assistant
• assistants must have the phone app for desktop


1. Set Presence permissions. Appearance tab, Permissions tab.
• Enable Ring my phone when any user I am monitoring rings.
• Check Enable me to pick up a monitored line on hold.
• Enable Allow other users to see my Presence status.

2. Executive must assign you as their delegate or follow these steps to assign yourself as an assistant: How to assign Delegates.
NOTE: You must have at least User admin level role/permission to assign yourself as an assistant for other users.

3. You can start making calls on behalf of executives and other delegation scenarios on the RingCentral Phone app. For more information go to Call Delegation - Place a call on behalf of Executive | RingCentral Phone for Desktop.
 
ScenarioPlatform
Assistant calls on behalf of ExecutiveRingCentral Phone App for Desktop via HUD or dial pad
Assistant answers calls on behalf of ExecutiveRingCentral Phone App for Desktop via Incoming Call screen
Assistant picks up Executive's CallRingCentral Phone App for Desktop via HUD or Calls list


Other Call Delegation articles:
Call Delegation - Overview | RingCentral
Presence - User: Configure Settings | RingCentral
Call Delegation - Place a call on behalf of Executive | RingCentral Phone for Desktop
Call Delegation - Configure Settings for Executive | RingCentral
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