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Home > RingEX > Explore
Frequently asked questions
How do I set up my voicemail greeting?
How do I monitor live calls from the app?
How do I pair my deskphone with the app?
How do I keep calls from going straight to voicemail?
How do I change or reset an account password?
How do I add user extensions in the RingCentral app or Admin Portal?
Admins

Getting started as an admin

Understanding administrators

Intro to RingCentral admins

Getting started in the Admin Portal

Signing in to RingCentral
Adding licenses, devices, and services to your RingCentral account
Navigating the RingCentral Admin Portal

Getting started as an admin in the RingCentral app

Signing in to RingCentral
Navigating the RingCentral app

Company account setup

Setting up your company account in RingCentral app for SMB accounts

Activating your account
Reviewing your company settings during company setup in the RingCentral app
Adding a user during company setup in the RingCentral app
Adding user extensions in the RingCentral app and Admin Portal
Setting up company business hours in the RingCentral app
Configuring company call handling

Managing admin users in the RingCentral app

Adding and removing RingCentral app admins

Managing RingCentral app teams as a super admin

Managing a team's members as a super admin in the RingCentral app
Joining a team as a super admin in the RingCentral app desktop and web

Adding and setting up users

Adding User extensions in Admin Portal

Adding user extensions in the RingCentral app and Admin Portal
User extensions - Frequently Asked Questions
Enabling User Extensions in Ringcentral Admin Portal
Reserved extension error message

Editing User extensions in Admin Portal

Reassigning a user extension in the Admin Portal
Copying and assigning existing user settings to a new user using a free or paid license
Copying and assigning existing user settings to a new user using an unassigned extension
Bulk adding or editing users in the RingCentral online account

Call handling and forwarding

Overview

Managing phone settings

Setting up company call handling

Configuring company call handling
Setting up an Announcement-Only Extension
Setting up a Message-Only Extension

Configuring call handling settings

Setting up incoming call handling
Set incoming call information
Configuring Call Flip settings
Creating a custom rule
Checking for conflicts between custom answering rules

Forwarding calls

Turning the Forward all calls feature on or off in the RingCentral app and Admin Portal
Forwarding calls in the RingCentral app and Admin Portal
Setting up call forward for unreachable phone
Why are my calls not forwarding to third-party numbers?

Setting up call handling user templates

Adding a Call Handling template
Editing Call Handling templates
Managing Call Handling templates

Phone system

Configuring RingCentral phone numbers

Reserving a RingCentral phone number
Porting your number from RingCentral to another vendor

Call Queue Pickup

Intro to Call Queue Pickup Group
Setting up call queue pickup groups
Setting up a Directed Call Pickup group
Setting up a Group Call Pickup group

User phones

Adding a user phone using your own carrier

Phone system groups

Creating call monitoring groups

Auto-receptionist

Configuring company call handling

Call Queue Management

Managing a call queue in the RingCentral Admin Portal and mobile app

Company account settings

Managing your company account settings in the RingCentral app

Managing company and administration settings in the RingCentral app
Changing your company name in the RingCentral app
Managing external guest settings in the RingCentral app
Managing file sharing sources
Exporting message data in the RingCentral app
Setting up how users sign up for or are invited to RingCentral
Managing the types of teams users can create

Managing your company account settings in Admin Portal

Setting up Nomadic 911 on your company account

Managing your company account

Intro to RingCentral Licenses and Inventory
Managing licenses in your RingCentral account
Turning on on-demand or automatic call recording
Company data backup options
RingCentral data retention policies

Managing company Archiver settings

Enabling Archiver settings and permissions

Federated accounts management

Accessing the Enterprise Portal for federated accounts
Managing federated accounts via the Enterprise Portal
Enabling the Enterprise Portal for federated accounts

Setting your company meeting settings in Admin Portal

Configuring your RingCentral Video company meeting settings in Admin Portal
Configuring live transcription settings in the Admin Portal
Assigning RingCentral Meetings and RingCentral Video platform use
Enabling RingCentral Meetings Automatic Cloud Recording on the Admin Portal

Security and compliance

Setting up single sign-on (SSO) in the Admin Portal

Using the Audit Trail feature

Intro to RingCentral Audit Trail feature
Viewing and downloading Audit Trail logs in the Admin Portal
Checking latest configuration changes via Audit Trail in the Admin Portal
Viewing changes made by other administrators via Audit Trail in the Admin Portal
Detecting failed logins and locked accounts via Audit Trail in the Admin Portal
Phone

Phone in the RingCentral app

Flipping a call in the RingCentral app desktop and web
Starting a conference call in the RingCentral app desktop and web
Enabling the HUD in the RingCentral app desktop and web

RingCentral Phone app

Getting started

Audio Conference Overview
Intro to RingOut®
Integrating your headset with RingCentral Phone
Intro to Call Forwarding and Voicemail
Intro to Phone in the RingCentral apps

Administration

Add a RingCentral Phone DigitalLine for a User Extension
Adding RingEX user extensions in the Admin Portal
Download and Install Plantronics Hub
Enterprise Distribution
Installing Without Admin Access
Reset or Change Password, PIN or Security Question
Set Emergency Dialing Address
Update Credit Card Details

Users

Assigning a RingCentral Phone account to a different computer
RingCentral Phone Desktop - Active Call Controls
RingCentral Phone Desktop - Pre-Call Controls
Making and receiving calls in the Phone app
Intro to the Heads-up display (HUD) feature in RingCentral Phone
Turning on and accessing the Heads-up display in the RingCentral app

Troubleshooting

Troubleshooting - Access and Create debug logs | RingCentral Phone App for Desktop Mac
RingCentral Phone - Not responding to Plantronics Audio Device button commands
RingCentral Phone - Troubleshooting Plantronics Integration Disabled
Error Message "Limit Reached" on RingCentral Phone Desktop

Maintenance

RingCentral Phone - Update the App Version

Release notes

RingCentral Phone release notes

Call handling and forwarding

Setting up company call handling in the RingCentral app and Admin Portal
Setting up how incoming calls are handled
Setting up your voicemail greeting
Show more
AI Assistant

Getting started

Intro to the RingCentral AI Assistant
Using AI to write and improve messages
Using message summaries
Using notes for phone calls
Using closed captions and live transcription during phone calls
Deskphones and devices

Getting started

Getting started

Intro to deskphones provisioning
Zero Touch Provisioning Supported Phones
Set up your VoIP phone
Deskphones compatible with RingCentral

Ordering, shipping, and returning a device

Intro to deskphones provisioning
Zero Touch Provisioning Supported Phones
Using the Intercom feature on RingCentral-branded desk phones
Certified and supported deskphones for RingCentral

Deskphones

Certified and supported deskphones
Avaya
Cisco
Poly
Snom
Unify
Yealink

Headsets

RingCentral’s recommended headsets

Hot Desking

Hot Desking Overview
Hot Desking FAQ
List of supported Hot Desking Devices
Assigning Phones to be used in Hot Desking
Set Up a Hot Desking User
Log In to a Hot Desking Phone
Log Out of a Hot Desking Phone

Intercom

Intro to Intercom feature
Using the Intercom feature on RingCentral-branded desk phones

Presence

Intro to RingCentral Presence feature

Shared Lines

List of the phones supported in the Shared lines feature

Troubleshooting

Check our Service Status Site
Open a Support Case to RingCentral

Yealink deskphones

Getting started

Yealink phones Frequently Asked Questions

Configuring your phone

Connecting Yealink phones to WiFi using the Yealink WiFi dongle
Checking your phone's device certificate
Manual provisioning for Yealink phones

Phone features

Adding speed dial keys to Yealink phones
Clearing missed calls on a Yealink phone's display
Setting up the Alarm feature of Yealink W59R on the W60B

Call features

Enabling or disabling Do-Not-Disturb (DND) on Yealink phones
Muting or unmuting audio on Yealink phones
Warm transferring a call on Yealink phones
Blind transferring a call on Yealink phones
Using N-way conference on Yealink phones
Enabling call forwarding on Yealink phones

Phone settings

Changing auto-dial timeout on Yealink phones
Setting up audio settings on Yealink phones
Setting the date and time on Yealink phones

Troubleshooting

Accessing and exporting a Yealink IP phone’s phone log

Headsets

System requirements for the RingCentral app
List of recommended headsets for RingCentral phones
List of compatible headsets for Yealink IP phones

Corporate Directory for 3rd Party Manually Provisioned BYOD

Corporate Directory for 3rd Party
Manually Provisioned BYOD

Configuring LDAP on deskphones

Alcatel
Cisco
Poly
Unify
Yealink
Integrations

Archiver

Understanding RingCentral Archiver

Intro to RingCentral Archiver

Using RingCentral Archiver

Connecting to RingCentral Archiver
Managing Archiver settings and permissions​

Release notes

RingCentral Archiver Release Notes

Hubspot

Understanding RingCentral for Hubspot

Intro to RingCentral for HubSpot

Using RingCentral for Hubspot

Installing RingCentral for Hubspot
Navigating the RingCentral for Hubspot app
Making a call in the RingCentral for Hubspot
Receiving a call in the RingCentral for Hubspot
Managing call logs in the RingCentral for HubSpot
Authenticating the RingCentral for HubSpot app
Signing in to RingCentral for Hubspot

Microsoft Dynamics 365

Getting started

RingCentral for Microsoft Dynamics 365 overview

Setting up and managing

Setting up RingCentral for Microsoft Dynamics 365

Microsoft Teams

Downloadable guides

RingCentral for Microsoft Teams admin guide
RingCentral for Microsoft Teams user guide

Understanding RingCentral for Microsoft Teams 

Intro to RingCentral Cloud PBX for Microsoft Teams

RingCentral Cloud PBX for Microsoft Teams

Setting up RingCentral Cloud PBX for Microsoft Teams
Setting up PowerShell for advanced diagnostics
Checking Teams API permission in Active Directory
Sync Log Errors in RingCentral Cloud PBX for Microsoft Teams

Using RingCentral in Microsoft Teams mobile

Schedule a Meeting Using RingCentral for Microsoft Teams Mobile
Start a Video Meeting Using RingCentral for Microsoft Teams Mobile
Host an Audio Conference Call Using RingCentral for Microsoft Teams Mobile
Place an Outbound Call Using RingCentral for Microsoft Teams Mobile
Access the RingCentral Chat Bot in the Microsoft Teams Mobile App

Troubleshooting

Resolving missing dialpad for users on Microsoft Teams

Release notes

RingCentral for Microsoft Teams Release Notes

Cloud PBX for Microsoft Teams

Getting started

Intro to RingCentral Cloud PBX for Microsoft Teams
Microsoft 365 licensing for RingCentral Cloud PBX for Microsoft Teams
Using Sync Now for automatic configuration of RingCentral Cloud PBX for Microsoft Teams

Provisioning and configuration

Adding an administrator to RingCentral Cloud PBX for Microsoft Teams
Setting up RingCentral Cloud PBX for Microsoft Teams
Setting up Nomadic 911 in RingCentral Cloud PBX for Microsoft Teams
Adding users to RingCentral Cloud PBX for Microsoft Teams
Setting up voicemail and hold music

Managing your Cloud PBX

Adding users to RingCentral Cloud PBX for Microsoft Teams
Configuring existing phones in RingCentral Cloud PBX for Microsoft Teams

Troubleshooting

Finding and accessing the PSTN usage report for Microsoft Teams
Running a diagnostic sync in Cloud PBX
Setting up PowerShell for advanced diagnostics
Troubleshooting unavailable features in the Microsoft Teams desktop app
Checking Teams API permission in Active Directory
Resolving user access issues to RingCentral Cloud PBX for Microsoft Teams
Troubleshooting short ring time in Teams

FAQ/Uncommon use cases

Getting a Microsoft Teams Shared Device trial license

Outlook

Understanding RingCentral for Outlook

RingCentral for Outlook Overview
RingCentral for Outlook Contacts
Default view interface in RingCentral for Outlook

Using RingCentral for Outlook

Installing RingCentral for Outlook
Logging in to RingCentral for Outlook
Scheduling a meeting in RingCentral for Outlook
Composing text messages in RingCentral for Outlook
Placing calls in RingCentral for Outlook
Answering an incoming call in RingCentral for Outlook
Listening to voicemail messages in RingCentral for Outlook
Viewing and managing your call history in the RingCentral app and Admin Portal
Managing browser call controls in RingCentral for Outlook
Viewing fax messages in RingCentral for Outlook
Batch Commands to Manage RingCentral for Outlook

Troubleshooting

Troubleshooting guide for RingCentral for Outlook

Release notes

RingCentral for Outlook Release Notes

Salesforce

Downloadable guides

RingCentral for Salesforce admin guide
RingCentral for Salesforce user guide

Understanding RingCentral for Salesforce

RingCentral for Salesforce Overview
RingCentral for Salesforce App Frequently Asked Questions

Setting up RingCentral in Salesforce for your company

Installing RingCentral Phone in Salesforce for your company
RingCentral Scheduler system requirements
Setting up your RingCentral call center in Salesforce
Assigning users to your RingCentral call center in Salesforce
Assigning users to a RingCentral Cloud Phone report folder in Salesforce
Adding RingCentral Phone to Salesforce Lightning app
Adding RingCentral Phone to the Salesforce mobile app
Setting up RingCentral Analytics in Salesforce
Configuring RingCentral Phone advanced settings in Salesforce
Upgrade to the latest version of the app

Using the RingCentral app in Salesforce

Configuring RingCentral Phone advanced settings in Salesforce
Making an outbound call in RingCentral for Salesforce
Composing text messages in RingCentral for Salesforce
Viewing messages in RingCentral for Salesforce
Viewing activity reports in RingCentral for Salesforce

Using RingCentral Webinar in Salesforce

Navigating RingCentral Webinar in Salesforce as a user
Setting up Salesforce for RingCentral Webinar as an admin

Troubleshooting

Troubleshooting guide for RingCentral for Salesforce
Troubleshooting guide for RingCentral Webinar for Salesforce

Release notes

RingCentral for Salesforce Release Notes

Zendesk

Understanding RingCentral for Zendesk

RingCentral for Zendesk Overview
RingCentral for Zendesk app FAQs

Using RingCentral for Zendesk

Using the RingCentral for Zendesk app
Message

Understanding the Message interface

Understanding the
Message interface

Intro to Message in the RingCentral app

Starting a chat

Sending a message in the RingCentral app
Creating a group chat in the RingCentral app
Managing your messages in the RingCentral app
Using emoji reactions in your messages in the RingCentral app
Using @mentions in the RingCentral app
Using code snippets in the RingCentral app desktop and web
Using AI to write and improve messages in the RingCentral app
Making and receiving calls
Creating a notification bubble from a chat in the RingCentral mobile app for Android

Managing attached files

Attaching a file to a message in the RingCentral app
Managing attached files in the RingCentral app
Sharing a file to the RingCentral mobile app

Managing notes

Creating and managing notes in the RingCentral app

Managing your tasks

Creating a task in the RingCentral app
Managing tasks in the RingCentral app

Managing events

Creating an event in the RingCentral app
Managing events in the RingCentral app

Managing a team

Intro to teams in the RingCentral app
Creating a new team in the RingCentral app
Joining a new team in the RingCentral app
Managing team members in the RingCentral app
Managing a team's profile in the RingCentral app
Assigning a team member as an admin
Leaving a team in the RingCentral app desktop and web
Deleting a team in the RingCentral app
Managing your account's teams in the RingCentral app

Managing your conversations

Using the search bar in the RingCentral app
Organizing your conversations in the RingCentral app