Adding a new user
1. Log in to the Ring.io Admin Portal > Click Users
2. Click Add New User.
3. Complete the required fields listed below > click Save Changes when complete.
Receive calls at - Web Phone, Ring.io Mobile App, External number. To add a new endpoint click the + icon.
Routing method - Routing can either be Call Blast, which will simultaneously ring both all endpoints, or Escalating, which ring the endpoints in the order configured.
Administrator access - Grant user admin access
Employee ID - Assign a unique ID (ie. badge number, employee number)
CRM user- Assign Ring.io user to a CRM user.
Don't Record - When enabled, Ring.io will not record the user's calls.
Eavesdrop - When enabled, the user can eavesdrop on a call.
What callers hear when calling - Personalized greeting (system announces user name or just ringing until pick up.
When user is not taking personal calls, then: - Learn more about routing here.
Modifying an existing user
1. Log in to the Ring.io Admin Portal > Click Users > select the user > make any changes necessary to the user > click Save Changes.