Engage Voice | Intro to RingCentral Office users
If you have users in your company that you’d like to provide access to RingCentral Office as well as any other RingCentral products your company may use (e.g., the RingCentral app or Engage products), then you must first add that user in the RingCentral Office admin portal.
Users are created in RingCentral Office by administrators via the Users menu. In this menu, you can add a new user and assign them to a user extension (with an assigned or unassigned device), create and assign your users roles and permissions, and add these users to groups.
To learn more, visit Creating and assigning a user to an extension.
Users and user extensions
There are two parts to creating a user: creating a user extension, and creating and assigning a user to that extension.
User extensions are the unique number for users that make and take calls using RingCentral products such as the RingCentral app or Engage Voice. When you create a user extension, you can create one with or without an assigned device. A user extension with an assigned device or DigitalLine can make and receive unlimited local calls in the US and Canada.
A user extension without an assigned device can only make or receive nine calls per billing cycle. Once 10 calls are made or received in a billing cycle, that user extension will become an active extension, also known as a ‘Mobile User.’ Mobile Users are charged the same rates as a DigitalLine. To learn more, visit Adding a user extension without an assigned device.
Once you’ve added a user extension, you can create and assign a user to that extension. When you create a user, you can also assign that user a role within your company that will grant them access to certain features and settings within RingCentral Office.
Please note: If you’d like to give your users access to the Engage Voice interface (Admin, Agent, or both), in addition to creating that user in RingCentral Office, an administrator must also navigate to the Engage Voice admin interface and import that user from RingCentral Office. To learn more, visit Importing an agent from RingCentral Office.
Roles and permissions
User roles give administrators the ability to control what users can do within RingCentral Office, without giving full administrator access. A role is a collection of permissions which could be based on a job function. Permissions are assigned to roles, and roles are assigned to users.
When configuring roles and permissions, there are seven predefined roles administrators can use, or they can create their own custom roles with set permissions depending on the different job positions in their company.
You can assign roles and permissions when you create and assign a user to a user extension. To learn more, visit Creating and assigning a user to an extension.
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