Admin: How do I add/edit a user extension?

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How do you add an extension? The information in the admin guide is not matching up to what I see in my RingCentral account. I don't want to delete anybody, I just want to add a new extension!
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Kelly Relihan

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Posted 5 years ago

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RC-Installer, Champion

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Hi Kelly, this is simple.

Just go to users, and then Add users. If you just want an extension and not an additional line then click ad users without a phone.

Put the number of users in and click OK.

The Charge should be zero

Then you will see an new extension in Unassigned Extensions. You could configure from there

Hope this helps

Chuck

Certified Ring Central Installer
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Kim, Alum

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To Add a new user: 



You can add a New User with a phone if you need to buy one, or without a phone if you already have the phone.  
To add a virtual extension (no changes to billing on accounts other than AT&T) select add users without phones : 


It will be defaulted to unassigned extensions. 




To Edit a user's info: 


Step 1: In the Admin Portal, select Phones SystemUsers 


Step 2: Select the Extension
 

Step 3: Select User Info 
(Edited)
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Dana

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This reply was created from a merged topic originally titled New Employee.

I have a new employee that I need to give an extension number to that used to belong to a previous employee. How do I change the name on Ring Central to the new person's name?
(Edited)
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Kim, Alum

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If a New employee is starting it is recommended that the Old Ext be completely delete (See Delete User) (do not delete the number/phone), and create a new extension.  
This will allow the New user to:
  1. Get a Welcome E-mail so they can setup their extension from scratch (including create a password, security question and PIN code), 
  2. The RingCentral Meeting invites to pull the New users name. 
  3. It removes the potential of forgetting a setup like changing the phone, extension number, or call handling rules.  
  4. New Conference Calling Host/Participant codes are produced when a New User is generated. 
It makes the whole process cleaner and easier to delete the old extension and create a new one for the New Hire. 

If you re-use a old extension for a New Hire, they will not get a Welcome E-mail to setup their extension.  Once the extension was activated by the old user (Active User = gray bubble next to their name in the Admin portal turns green), there is no way to resent a Welcome E-Mail. 






  • If you need assistance doing that, let me know and I'll help you.
(Edited)
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Angie Michelini

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This reply was created from a merged topic originally titled Adding Users in the Updated Admin Portal.

The new admin portal for adding users is very confusing and creates additional steps.  Rather than going to the Users button and choosing add user to add the person, extension, etc, I now have to go to User/User List/Add User/Add User without phones and then add them.  First of all, I did not know the portal was changed.  I received no notification.  Second, when I went to the help button, there is no documentation on the new way to add a user.  When I click on the Add User, it's the same window that appears when you purchase additional users.  I did not want to purchase additional users so I closed that window.  I didn't know I had to chose 'Add Users Without Phones' in order to add them without changing the plan.  I had to call support for assistance.  It is not intuitive at all.  There's too many steps with this change.  Why was it changed?  I vote to change it back.  I don't' like this way at all.
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Mike, Official Rep

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Hi Angie,  Sorry for the confusion.  Please see the instructions above from Kim for adding users.  

There was indeed a recent change put in place. This was in order to provide custom roles for specific users.  This way you can grant specific users Admin access or custom access to various account details. 

Let us know if you have more questions. 

Mike 

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