RingCentral Templates

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• Two types of templates

One for user settings and another for specifying call handling rules, perhaps for special events.

• Increase IT productivity

Define your phone system configurations once and apply them as frequently as you want to whole groups of users.

• Simplify user maintenance

Have a new hire or a promotion? Add or remove a user from any template at any time.

• Easily respond to changes

Templates can be updated infinitely. Just edit or add a setting whenever you need to, and quickly deploy the template again.

• Personalize each customer experience

Apply event-driven or location-specific call handling rules with no manual effort.

• Reduce inconsistencies and anomalies

Ensure standardized user settings or call handling rules are consistently applied to groups of users.

RingCentral Templates FAQs

Which Office Editions have Templates?

• All Office editions with 2 or more lines automatically have access to Templates.

What type of settings can I define in a Template?

• You can specify any of these user settings:
  • •  E911 address
  • •  User office hours
  • •  Answering prompt or greeting
  • •  Audio while connecting callers to extensions
  • •  On-hold music
  • •  Voicemail greetings
  • •  Outbound caller ID
  • •  International calling permission (when international calling is enabled)
  • •  Notification settings

Can I apply Templates to a call queue group?

• No. You can only apply Templates to users.

How many Templates can I create?

• As many as you like; there’s virtually no limit.

Will a user’s custom settings be overwritten after being associated with a Template?

• Yes, the Template settings override any previous settings.

Can users change any settings that were applied with the Template?

• Yes.