Quick Start Guide for RingCentral Users

Transcription

1 Quick Start Guide f RingCentral Users Learn how to use: Desk phones RingCentral f ios/android RingCentral Meetings RingCentral f Desktop

2 RingCentral Quick Start Guide Desk Phones How to use your RingCentral desk phone Legend: Softkeys f most Polycom and Cisco models Hold Voic Transfer Dial Lift handset and dial number (Dial 1 befe the area code is not required within US and Canada.) Transfer/Trans/Trnsfer Navigation arrow button Flip > assigned Call Flip number Polycom hardkeys/softkey Hold Hold Cisco hardkeys Lift handset: Polycom hardkeys Messages > after prompt, enter PIN Cisco hardkeys > after prompt, enter PIN 8 6 > after prompt, enter PIN Transfer > dial second number extension & wait f response Transfer > dial second number extension & wait f response > dial ext. > dial number Conference Page Park Recd While on a call Lift handset: number > > dial second > dial second number > wait till other person picks up Page Me follow prompt > Page follow prompt > Page > 8 4 > > dial extension > > 8 5 > > Park Me > Park & note park location ( 8 - -) > Park & note park location ( 8 - -) 3 & note park location ( 8 - -) 9 9 to start to end Recdings available online: Login > Messages > Recdings Paging and features are only available if your adminstrat has enabled them. When activated F me infmation visit:

3 RingCentral Quick Start Guide Mobile Apps How to use RingCentral f ios/android Get the app Mobile app control Menu options Messages overview Tap to launch F RingCentral calls fwarded to your mobile app with VoiP On. F RingCentral calls fwarded to your Mobile App with VoIP Off, use these key shtcuts: Tab on the photo to access the settings of your profile and phone configuration. Tap the drawer to open me options. Dial Pad Messages Call Recding Call Flip Call Transfer 9 (toggle on/off) + assigned Call Flip number + extension + phone number Call Park 3 Paging 84 + follow prompt 85 + follow prompt Status of phone availability VoIp Calling over Internet Application Settings: RingCentral mobile app configuration Extension Settings: User phone configuration Text Meetings Conference Fax Call log Contacts Documents Favites

4 RingCentral Quick Start Guide RingCentral Meetings How to use RingCentral Meetings Get the app 5 6 Desktop Download from service.ringcentral.com > Tools > Meetings App Sign In Tap icon, and login with your RingCentral number and passwd Start a meeting Start without video Schedule Start with video Join In a meeting: (desktop only) 1. Mute microphone 2. Turn on/off camera 3. Start sharing/stop sharing When sharing a screen 4. End/leave meeting 5. Markup features 6. Host meetings controls 31 Learn me at:

5 RingCentral Quick Start Guide RingCentral f Desktop How to use RingCentral f Desktop Get the app Mainscreen Active call control Log in to your RingCentral account. Top navigation: When you re on an active call: Click Tools > Desktop Apps. Choose either Download f Mac Download f PC. Run through the install wizard. On your desktop, click to open it and log in with your same account credentials. Bottom navigation: SMS Send text messages to one person a group. Online meeting Launch RingCentral Meetings to collabate and screenshare with remote colleagues clients. Audio conference Hold instant conference calls and easily invite participants. Fax Send faxes, schedule faxes, and select cover pages from this screen. Settings Set your app preferences. Your account presence Set your availability status. Messages View all your messages in one place. Messages are always current and sync d from your other devices. Favites Add colleagues you contact often. See their Presence status and contact them directly from this screen. Call Log Review all call activity on your account. Contacts Separate Personal and Company directies make it easy to quickly find the right person. HUD Ideal f receptionists and executive assistants, manage multiple incoming calls with the ability to transfer, park, pick up and join calls with ease. Dialpad Dial a phone number to make calls from this screen. Incoming call Mute call. Park the call. Flip the call to another phone. Transfer the call. Recd the call. Add person to the call. Single screen to view multiple calls current call, incoming calls, and calls on hold with options to answer call, send to voic , add a caller to the current call. When you can t take a call right away, provide a courtesy response. RingCentral, Inc. 20 Davis Drive, Belmont, CA RingCentral, Inc. All rights reserved. RingCentral, RingCentral Office, RingCentral Meetings, and the RingCentral logo are registered trademarks of RingCentral, Inc. Other third-party marks and logos displayed in this document are the trademarks of their respective owners. KID /2015