Creating and managing admins in RingCX
======================================
Admin users, or just admins, are administrators with access to the admin section of the RingCX platform. Similar to other RingCX users, admins are added to RingCX from the RingCentral Admin Portal to keep the naming conventions and sign-in information consistent between the two systems.
You can learn about admins, their permissions, and user roles in [Intro to admin users in RingCX](https://support.ringcentral.com/article-v2/Intro-to-admin-users-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "") and [Intro to admin roles in RingCX](https://support.ringcentral.com/article-v2/Intro-to-admin-roles-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "").
Required permissions
--------------------
To create, view, and manage admins in the RingCX platform, you need to:
* Be an admin at least at the same level of hierarchy as the users you wish to manage
* Have permissions to manage users
* Have permissions to manage user siblings
To assign user roles to other admins, you also need to:
* Have permissions to manage user roles.
Viewing existing admins in RingCX
---------------------------------
To view a list of existing RingCX admins and their settings:
* In the [
Admin Portal
](https://service.ringcentral.com ""), click **Contact Center** , then select *Admin*. Sign in to [
RingCX
](https://ringcx.ringcentral.com/ "") and click the **Admin** tile.
* Hover over the **Users** icon in the left navigation bar, then click **Administrators** .
* In the left panel, select the name of the admin you'd like to view.
* If you don't see the list of admins, click the arrow to the left of the top user's name (a) to expand the user hierarchy.
* If you don't see the name of a particular user, use the **Search** bar (b) at the top of the left panel to search for the user's name.
* In the right panel, click one of the tabs to view the settings for the selected admin:
* [Basic Info](#basic-info "") (a)
* [User Roles](#user-roles "") (b)
Creating a new admin user in RingCX
-----------------------------------
Before creating admins in RingCX:
* Create your users in the [RingCentral Admin Portal](https://service.ringcentral.com/ ""). For more information, visit [Adding user extensions in the RingCentral app and Admin Portal](https://support.ringcentral.com/article-v2/Adding-user-extensions-in-the-RingCentral-app-and-Admin-Portal.html?brand=RingCentral&product=RingEX&language=en_US "").
* Create roles for your account in RingCX. Learn more in [Intro to admin roles in RingCX](https://support.ringcentral.com/article-v2/Intro-to-admin-roles-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "") and [Creating and managing roles in RingCX](https://support.ringcentral.com/article-v2/Creating-a-new-role-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "").
* Decide where to place new admins in a user hierarchy:
* As independent users: At the same level as your own admin account, if your permissions allow for such configuration.
* Within the hierarchy: At lower levels of the hierarchy relative to your or another admin.
Learn more about the user hierarchy in [Intro to admin users in RingCX](https://support.ringcentral.com/article-v2/Intro-to-admin-users-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "").
To create an admin:
* In the [
Admin Portal
](https://service.ringcentral.com ""), click **Contact Center** , then select *Admin*. Sign in to [
RingCX
](https://ringcx.ringcentral.com/ "") and click the **Admin** tile.
* Hover over the **Users** icon in the left navigation bar, then click **Administrators**.
* To create a new user, choose one of the options below:
* If you're adding an independent user, click **New user** in the upper left. The user will appear at the next level under you in the hierarchy.
* If you're adding a user within the existing hierarchy, find the name of the admin the user should be created under in the left panel and click the **plus** (+) icon..
* In the **Basic Info** tab in the right panel, click the dropdown under **RC extension** to see a list of the RingEX users who haven't been added to RingCX as admins.
* Type a name or scroll through the list to find and select the user you'd like to add to RingCX.
* The system imports required user information into the fields in the **Basic Info** tab: first name, last name, email, phone, and user extension. You can change these settings in the [RingCentral Admin Portal](https://service.ringcentral.com/ "").
* The **Sync with RingCentral** box is checked automatically when the user is imported from RingEX.
* Click the dropdown under **Access Historical Analytics** in the [User configuration section](#user-configuration "") to grant the user a necessary level of access to RingCX Analytics.
* In the [**User permissions** section](#user-permissions ""), select the permissions for this admin.
* Click **Save**.
* In the **User Roles** tab, click the **Assign Role** button on the right to open the **Assign Role** window.
* Use the dropdown in the **Accounts** field to select the subaccount to which you'd like to grant access.
* In the **Available Roles** field, select the role you'd like to assign to this admin.
Note: Roles must be created for the subaccount before you can assign them to users.
* Click **OK** and then **Save**.
Managing admin user settings in RingCX
--------------------------------------
You can configure settings, permissions, and user roles when you [create new admins](#create-new-admin-user "") or manage existing admins.
To manage settings for a specific admin:
* In the [
Admin Portal
](https://service.ringcentral.com ""), click **Contact Center** , then select *Admin*. Sign in to [
RingCX
](https://ringcx.ringcentral.com/ "") and click the **Admin** tile.
* Hover over the **Users** icon in the left navigation bar, then click **Administrators** .
* In the left panel, select the name of the admin whose settings you need to change.
* If you don't see the list of admins, click the arrow to the left of the top user's name to expand the user hierarchy.
* If you don't see the name of a particular user, use the **Search** bar at the top of the left panel to search for the user's name.
* In the right panel, you can:
* Change user information in the [User configuration](#user-configuration "") section.
* Update permissions in the [User permissions](#user-permissions "") section.
* Assign roles to this admin in the [User Roles](#user-roles "") tab.
* Click **Save** to save any changes.
### Basic info
If your company is using both RingEX and RingCX, some user information, such as the user's first and last name, email address, phone number, and RC extension, is imported from the RingEX user account.
#### User configuration
* **First Name**
* **Last Name**
* **Email** : The user's email address. At this address, a new user who's been granted access will automatically receive an email from [do-not-reply@notificationsystem.io](mailto:do-not-reply@notificationsystem.io "") with the subject Password Reset. The body of the email will provide password reset instructions.
* **Phone**: The user's phone number.
* **RC extension**: The user extension assigned in the RingCentral Admin Portal. For a new admin, click the dropdown to link the admin with their RingEX user account.
* **Sync with RingCentral**: The box is checked automatically for a user imported from RingEX and is disabled otherwise.
* **Access Historical Analytics** : The user's access level to [Historical Analytics and Dashboard](https://support.ringcentral.com/article-v2/Intro-to-Historical-dashboards-in-RingCX-Analytics.html?brand=RingCentral&product=RingCX&language=en_US ""):
* **No Access**: The Analytics tile, reports, and dashboards are not visible to the user.
* **Analyst**: The user can access the Analytics tile, where they can create, edit, share, and view reports and dashboards.
* **Viewer**: The user can access the Analytics tile, where they can view reports and dashboards.
* **Simulate User** : Click the button to act as this user. A popup will remind you that any changes you make while acting as another user will be recorded as having been made by that user. This button is only visible if you have permission to simulate users.
Note:
* To learn how to determine if you have this permission, visit Intro to admin users in RingCX.
* If you don't have the permission, an admin with the permission can assign it to you by following the steps listed above in [Managing admin user settings](#managing-admin-user-settings "").
* **Reset Password** : Click the button to reset the admin's password. Learn more in [Changing agent and admin passwords](https://support.ringcentral.com/article-v2/Changing-agent-and-admin-passwords-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US ""). When you're creating a new user, **Reset Password** appears only after you save the user.
#### User permissions
Check these boxes to grant the admin the following permissions:
* **Allow login** : Allows the user to log in to the RingCX platform. Learn more about [deactivating admins](https://support.ringcentral.com/article-v2/Deleting-or-deactivating-agents-and-admins-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "").
* **Audit log access**: Allows the user to see the audit log for any accounts to which they have access, including all products within those accounts.
* **Manage users** : Allows the user to view, edit, and delete users they've created. This box must be selected before you can check **Manage user siblings**.
* **Simulate users** : Allows the user to simulate any user they created as well as any users that user created. The **Simulate User** box is only visible if you have permission to simulate users.
Note:
* To learn how to determine if you have this permission, visit Intro to admin users in RingCX.
* If you don't have the permission, an admin with the permission who is higher in your user hierarchy can assign it to you by following the steps listed above in [Managing admin user settings](#managing-admin-user-settings "").
* **Manage user siblings** : Allows the user to view any users at the same level in the user hierarchy (siblings) and any users those siblings created. You must check the **Manage users** box first.
* **Manage user roles**: Allows the user to create, edit, delete, and assign user roles to other users in their hierarchy.
#### Regional Settings
You can view Time Zone, User Language, and some other regional settings. To change these settings for the user, use the [RingCentral Admin Portal](https://service.ringcentral.com/ "").
### User Roles
Admins won't be able to do or see anything in RingCX until they've been [assigned a role](https://support.ringcentral.com/article-v2/Assigning-roles-to-an-admin-user-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "") indicating which areas they can and cannot access. Users can be assigned either a pre-built role or a custom role.
* A [main account role](https://support.ringcentral.com/article-v2/Creating-a-main-account-role-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "") grants access to the main account and allows admins to view all accounts created under the main account.
* A [standard role](https://support.ringcentral.com/article-v2/Creating-a-new-role-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "") grants access to the particular account where the role is created.
* **Assigned Roles** : The subaccounts to which the user has access, with a list of roles assigned to the user.
* Click **Add account access** to grant the user access to additional subaccounts, if applicable.
* Click **Assign Role** to assign a role for a particular subaccount to the user. At least one role is required.
* Click **View Aggregated Role** to display a maximum level of permissions for a particular subaccount granted through all the roles assigned to the user.
* **Owned Roles**: The subaccounts to which the user has access, with a list of roles, if any, that the user created for each subaccount.
* **Assigned Main Account Roles** : The name of the Main Account, with a list of roles assigned to the user.
* Click **Add main account access** to grant the user access to the Main Account, if entitled.
* Click **Assign Main Account Role** to assign a role for the Main Account to the user. The button is only visible for users who are entitled to access the Main Account.
* **Owned Main Account Roles**: A list of roles, if any, that the user created for the Main Account.
**Additional Resources**
* [Intro to admin users in RingCX](https://support.ringcentral.com/article-v2/Intro-to-admin-users-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
* [Intro to admin roles in RingCX](https://support.ringcentral.com/article-v2/Intro-to-admin-roles-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
* [Creating and managing roles in RingCX](https://support.ringcentral.com/article-v2/Creating-a-new-role-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
* [Assigning roles to an admin user in RingCX](https://support.ringcentral.com/article-v2/Assigning-roles-to-an-admin-user-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
* [Deleting or deactivating agents and admins in RingCX](https://support.ringcentral.com/article-v2/Deleting-or-deactivating-agents-and-admins-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")
* [Changing agent and admin passwords in RingCX](https://support.ringcentral.com/article-v2/Changing-agent-and-admin-passwords-in-RingCX.html?brand=RingCentral&product=RingCX&language=en_US "")