Blueprints

Add Users in RingCentral

1. Login to RingCentral.  2. Make sure we have the right amount of users.  3. Add a user and choose the MVP user. 4. Enter the email address, first name and last name of the new user. 5. State: Massachusetts Area Code: 617 Cambridge 6. You can also set the user’s password. Always use this password first:  Temporary1357@ 7. Here are some examples for the pin and the emergency question. Pin: 124578 What was your highschool mascot: Knight 8. On our main RingCentral account, Go to Phone System, click on Users and make sure to check the boxes for inbound and outbound.  Go to a specific user and upload our custom on hold music. 9. All set! The user is now ready to download RingCentral on his computer and log in using his credentials.  10. To test it, Go to Zoho CRM. Make sure pop ups are allowed.  11. Click on Leads and search for A.J. Test.  12. Call A.J. Test and if it works, all done! RingCentral is ready to go.

Jack Burrows
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