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Managing your company contacts in the RingCentral
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You can view your company’s RingCentral app contacts via the Contacts menu in the left-hand navigation bar.
Here, you can:
- Search for contacts
- View the status of a user
- Contacting a user via call, text, message, and meeting
- Re-invite inactive users
Guest user visibility in your contacts
Free guest users have limitations on the contacts they can view from the account they’ve been added as a guest, and can only view the following contacts:
- Other users in the account where you have been added as a guest user
- Users who have added you as a guest in their company
- Users from other companies who you are in a team conversation with
Searching for contacts
1. Navigate to the Contacts menu via the left-hand navigation bar.
2. Type the name, email, or phone number of the person you’re looking for in the search bar at upper right.
Viewing the account type of your contacts
To see at a glance if a user is a co-worker, guest user, or an inactive user, you can do so via the gray user status badges next to each name in the list.
Personal contacts will show the account type of the user and whether their account is a RingCentral, Google, or Microsoft Office 365 account.
If a contact has been added as a guest user, their status badge will read Guest.
If a user has either deactivated their account or has been invited but hasn't yet activated their account, their status badge will read Not activated.
Co-workers, in comparison, will not have a user status badge next to their name.
Performing actions on a user
In addition to displaying all your company contacts, the Contacts menu will also allow you to quickly perform actions such as contacting the user (through call, text message, message, etc.)
Note: Depending on your permissions or the permissions of the contact you’re attempting to interact with, some of the above actions may not be available to you.
1. Navigate to Contacts via the left-hand navigation bar.
2. Select All contacts, Company, Guests, or Personal from the left pane.
3. Locate a contact using the search bar at the upper right or by scrolling through the list of contacts.
4. Hover over a specific contact to reveal a set of icons at far right.
5. Select one of the following icons to perform the associated action:
a. Text: Send a text message.
b. Phone: Start a call with that user.
c. Message: Send a direct message.
d. Video: Start a meeting with that user.
e. Open profile: View that user’s profile.
f. Invite by email: Send an invite via email to the user.
g. Invite by text: Only available if your company has text messaging enabled at the account level. Select this option to invite the user by sending a text message.
h. Get invite link: Get an invite link and send it to a user.
i. Delete: Delete the user on your contacts list. If you’re a user on the account, you have the option to delete users on your Personal contacts list. If you’re an admin, you can also delete users on your Guests contacts list.
Note: You may have to click the More three-dot icon at far right of the contact to see the other icons available for that user.
Re-inviting an inactive user
1. Navigate to Contacts via the left nav bar.
2. Hover over a user with a Not activated user status badge.
3. Click the Re-invite button at far right.
This invitation will prompt them to sign up in the RingCentral app.
Applying Company Directory settings
Company Directory settings allow RingCentral account admins to hide users and phone numbers on the RingCentral online account and the RingCentral app. For more information, visit the Managing Company Directory in the RingCentral online account.
Enabling Company Directory settings
If you are an admin, you can enable this feature by contacting support to enable Company Directory Controls in the RingCentral online account.
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