How to assign a former employees account to a new employee

Hi,

You may try this method below:

• Log in to the RingCentral Admin Portal.

• Navigate to the Users tab and select User List > Users with Extensions.
• Locate the previous employee in the list and click on their name.
• Click on User Details in the left-hand menu.
• Scroll down to the bottom of the page and click the Copy and Assign button.
• Select Use assigned extension and click Next.

   

  • Note: This ensures the new person takes over the exact same extension and phone number.

• Select the extension you want to reassign (the previous employee's) and click Next.
• Select Settings to Copy: Check the boxes for the settings you want to keep (e.g., Notifications, Call Handling, etc.) and click Next.

• Enter New User Info:

  • Input the First Name, Last Name, and the New Email Address of the joining team member.

  • Set the Assigned Role (e.g., Standard User).
• Set Setup Option: Choose how you want the new user to activate (e.g., Send invite to send them a welcome email immediately).

• Click Submit or Copy and Assign to finalize.