Admin: swap phone? Change number?

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  • Updated 3 years ago
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This conversation has been merged. Please reference the main conversation: How do I change a number on the account?

What are the proper steps, as the account admin, in the proper order to take when you have a new Ring Central user that will take over and use a past employees desk phone?
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Rhonda

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Posted 3 years ago

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Brian Sherman

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I would suggest you do the following:

1) Rename the phone (if necessary) in phones and devices
2) Create a new user without a phone for your new user
3) Find the renamed phone and assign it to the new user

If you want to change the direct number you can do so from Phones & Devices for the phone in question

You can now disable and delete (if necessary) the old user.
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Rhonda

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So to put it in correct steps now is this correct? 

1.      Rename the phone (if necessary) in phones and devices

2.      Create a new user without a phone for your new user

3.      Find the renamed phone and assign it to the new user

4.      To remove old account, first MAKE SURE you move the phone to the new account. Next you can disable the old account, and once disabled, delete will be an option.

If you want to change the direct number you can do so from Phones & Devices for the phone in question
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Brian Sherman

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Yes, that works!
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J.B. Ferguson, Champion

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You can also just as easily unassign the phone (Phones & Devices | Assigned To: | Unassign Phone). The phone will then be available under the Unassigned Phones for any new user.
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Rhonda

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I guess I should add there is more to the issues then. Like changing the number to a completly different area code....., then when the new user plugs in their phone sometimes it doesn't come up right and I have to open a case with Ring Central. 

Also the phones "Presence" stays with it so you have to go in and fix that also. 

So I was kind of looking for step by step, to include all steps. :) 
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Kim, Alum

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Rhonda - this thread will assist you in changing the number (you cannot just change the area code, but it will have to be a whole new number):
How do I change a number on the account? How do I swap a device with another user?

Also - make sure the Nick Name is always updated when you move a device under Phones & Devices.  For Example, below this still says the phone type, it should say User's Name + Ext [John Smith, Ext 301]. 


(Edited)

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