RingCentral Office

RingCentral Templates

Easily apply batch processing updates to multiple users with this advanced system configuration management feature.

RingCentral Templates

Benefits of RingCentral Templates

  • 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
    • •  After hours call handling and forwarding
    • •  After hours voicemail greetings
    • •  Voicemail-to-text Caller ID by features (Mobile App, Additional Desktop App, Common Phone, Alternate Caller ID)
    • •  Selecting a user’s Direct Number or setting it as Blocked

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.