02/16/19 02:26 AM  

Admin - Set User Details | RingCentral

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SummaryThe article focuses on customizing the User Details via the RingCentral Online account.
Details

 

How to set a User's Details

To access your User's settings, log in to your RingCentral Online account, click on the Users tab, then select the User on the list under Users With Extensions.  

The User Details section is divided into 2 tabs.

User Details

General

Settings & Permissions

Contact Details

Job Title

Department

Email

Password

Record User Name 

Training Materials

Regional Settings

User Hours

Roles

User Groups 

Templates

Schedule Meetings for Me

Confirmation Message


 

Contact Details

As an Administrator, you have the ability to set a User's contact details such as:

• First Name
• Last Name
• Contact Number
• Mobile Phone

 

Job Title

The Job Title field is available to indicate a User's position/designation in the organization.

 

Department

The Department field is available to indicate which division a User belongs to.

 

Email

Enter the email address where you want the User to receive their RingCentral Security Notices. The User can also use this email address for logging in to RingCentral services. 

 

Password

Click the Change Password button to update a User's Password, Pin or Security Question. Links are provided below for instructions. 

How to change the Administrator's password 
How to change a User’s password 
How to change a User's PIN 
How to change a User's Security Question
 

Record User Name

Use this option to ensure that the User's name is pronounced correctly by the system operator. You can spell out the name the way it sounds to help the operator, or you can record the name in your own voice and use it for announcements instead. See Record an Extension User's user name to learn more.

 

Training Materials

If you want your Users to receive documents about RingCentral's products and services, tick Yes, I would like to receive information on product education, training materials, etc, then click Save. 

 

Regional Settings

The Regional Settings section allows you to modify following:

• Time Zone - See Set a User's Hours of Operation and Time Zone to learn more.
• Time Format - See Set a User's Hours of Operation and Time Zone to learn more.
• Home Country Code
• User Language - Choose the language the User will use to view their account and notifications.
• Greetings Language - Choose the language the User will use for their phone greetings.
• Regional Format - Choose the format the User will use for the date, time, currency, and other numbers.

 

User Hours

Check Set a User's Hours of Operation and Time Zone to learn how you can set a User's working hours.

 

Role

As an Administrator, you have the ability to configure what users can access and modify within the system without giving them full admin access. See User Roles and Permissions for more information.

 

User Groups 

As an Administrator, you have the ability to assign a User to a group within the organization. See User Groups Overview for more information.

 

Templates

The Templates feature allows Administrators 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 to learn more.

 

Schedule Meetings for Me

This option allows you to assign other Users to schedule a meeting on a User's/your behalf. See Schedule Meetings for Me to learn how.

 

Confirmation Message

This option sets how long the confirmation message appears after an operation completes. See Set the Duration of a User's Confirmation Message to learn more.

 

 

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