Ringsense for EX

Question

We just purchased RingSense for EX, but I’m not finding much documentation around how to assign a manager to be able to view the related metrics/transcripts/scorecards and etc - most of the docs seem to be geared toward the CX RingSense tool.

After I add the license to the users, how to I enable their manager to view the details for their individual staff? is the only way to create a team within RingEX? If we create a team, can all members of the team review each others RingSense info, or just the manager.

I had to do some digging, but maybe this link?
https://support.ringcentral.com/article-v2/Managing-users-and-teams-in-RingSense.html?brand=RingCentral&product=RingSense&language=en_US

If this doesn’t help, please circle back and let me know - I’ll help get you some answers.

BeckyH · Accepted Answer

Thank you Becky - I found that article too. But everything the article refers to is located in our RingCX admin settings for setting up Teams for RingSense in CX. I’m still looking for RingEX related articles too. I appreciate your help!

I’ve asked the Knowledge Base team to take a look at this issue.
However, in the meantime, if there are specific questions you have, I’ll try to find a RingSense subject matter expert that we can leverage to support you.
Reach out here, via DM, or at Community.Support@RingCentral.com

BeckyH · Answer

We just purchased RingSense for EX, but I’m not finding much documentation around how to assign a manager to be able to view the related metrics/transcripts/scorecards and etc - most of the docs seem to be geared toward the CX RingSense tool.

After I add the license to the users, how to I enable their manager to view the details for their individual staff? is the only way to create a team within RingEX? If we create a team, can all members of the team review each others RingSense info, or just the manager.

I had to do some digging, but maybe this link?
https://support.ringcentral.com/article-v2/Managing-users-and-teams-in-RingSense.html?brand=RingCentral&product=RingSense&language=en_US

If this doesn’t help, please circle back and let me know - I’ll help get you some answers.

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