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Account and user management

Overview

Intro to RingEX for RingCX customers

Navigating the admin interface

Intro to accounts

Intro to admin users

Intro to the audio library

Intro to admin roles

Intro to call recording delivery

Intro to notifications

Importing phone numbers

Using and managing

Linking RingCentral accounts to RingCX accounts for users

Linking your RingCentral company account to your company account

Linking agents and administrators to virtual extensions in RingEX

Generating audit logs

Managing audio files

Uploading an audio file

Uploading phone numbers in bulk

Viewing and exporting phone numbers

Set up and configuration

Changing agent and admin passwords

Creating and managing admins

Creating a main account role

Creating a new role

Configuring alerts

Configuring agent states in your account

Configuring authenticated login via Okta

Configuring DNIS notifications

Configuring notification groups

Configuring the corporate directory in your account

Configuring your account

Deleting or deactivating agents and admins

Purchasing phone numbers in RingEX

Setting up a RingEX CCRN for RingCX

Setting the default language used for interactions

Integrations

Configuring Aspect integration settings in your account

Configuring integration settings in your account

Configuring Monet integration settings in your account

Agent settings and assignments

Assigning roles to an admin user

Editing phone numbers

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