Create a New Role*

RingCentral Office®

category
Admin Guide

Before you begin

To create a new, custom role:

Procedure

  1. From the Admin Portal, select the Users tab.
  2. Click the Roles panel.
  3. Click New Role.
  4. Select a role to use as a template, or starting point, then click Next. The Create New Role pop-up appears.
  5. Enter the Name and Description for the new role, then click Next.
  6. Set the permissions for the new role.
  7. Click Create Role.

Results

See also instructions on the following page.

*This option is available for Office Premium and Enterprise only.

Step 1: Select Role

Select a role to use as a starting point. The permissions included in the starting role are displayed.

Step 2: Describe Role

Enter a Name for the role and a Description of the permissions of the role.

Step 3: Permissions

Select permissions for the role by adding to or removing permissions as required.

The role is created and appears in the list on the Roles panel. To assign users to the role, see Assign Users to a Role.