Mobile

Setting up your company account during the
onboarding process in the RingCentral mobile app
| RingCentral app 

Once you have activated your account, admins can set up their company account using the RingCentral mobile app.
 
Note: You need to make sure you’ve downloaded the RingCentral mobile app before the onboarding process. 
 
During in-app onboarding, admins can:

Adding team members to your company phone system

1. Tap Review on the setup page.
Onboarding setup for SMB accounts
2. Tap Add user. Added users will receive an activation email. 

Note: Tap Get Help if you wish to speak with an implementation advisor or visit the support site at the start of the onboarding process.
Onboarding setup for SMB accounts
3. Fill in the required information and tap Save.
Onboarding setup for SMB accounts

Setting up your company call flow and business hours

1. Tap Edit under Review company call flow.
Onboarding setup for SMB accounts
2. Specify business hours: 

a. 24 hours

b. 7 days a week (default), or 

c. I have a specific schedule (custom). 

 
Note: You need to specify your business hours if you have a specific schedule.
Onboarding setup for SMB accounts
Onboarding setup for SMB accounts
3. Choose your time zone.

Configuring call routing

Tap Call routing to set what happens to your calls during business hours.
Onboarding setup for SMB accounts
Choose where to send incoming calls: 
  • To company greeting: Callers will get routed to your custom or default company greeting.
  • To specific team member/ extension: If selected, choose which team member should get the call, and tap Configure to manage the routing method.
Onboarding setup for SMB accounts
  • To multiple team members/ extension: If selected, choose which team members should get the call and tap Configure to manage the routing method. 
    • Routing method options:
Onboarding setup for SMB accounts
  • Longest idle: Available team member extensions will ring one at a time based on who has been idle the longest. The first one to answer gets the call.
  • Simultaneous: Team member extensions will ring at the same time. The first one to answer gets the call.
  • Fixed order: The selected team members/extensions will receive the call in the following order. Unanswered calls will be routed to the next team member/extension.

Setting up company call greeting

This setting menu will only appear when a user selects Send call to company greeting. To set up a company call greeting, select between:
  • Default: Callers will hear the default automated company greeting.
Onboarding setup for SMB accounts
  • Custom: Tap Record, and enter your number where RingCentral can call you to record your custom greeting over the phone. You can tap Microphone, then Record to modify your call greeting or Save to upload.
Onboarding setup for SMB accounts
Onboarding setup for SMB accounts
Onboarding setup for SMB accounts

Get help

If you need help with your company account onboarding, tap Get Help.
Onboarding setup for SMB accounts
If you would like to speak with an implementation advisor, tap Schedule. Your implementation call is free of charge.
Onboarding setup for SMB accounts Onboarding setup for SMB accounts
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