In the Sky phone system, Authorized Contacts can edit the contact information, assigned roles, active services, and phone profile settings for the users in their organization's account. For information about adding, deleting, and reassigning users, plus other aspects of managing users, see the User Management article.
NOTE: A "user" is a combination of a "contact" (personal information, active services, roles and permissions) plus a "phone profile" (phone number, user license, and associated settings). Authorized Contacts can edit the contact information, active services, and roles for a user (or contact) in the Personal Information screen, and edit the phone profile settings for a user (or phone profile) in the Phone Settings screen.
To learn more about the various ways an Authorized Contact can edit an existing user, do the following:
Decision Makers and Phone Managers can log in to Account Portal with business email address (username) and user password.
Navigate to Phone System > Users, which opens the Users screen displaying user-related data in the following columns:
Contact Name - Displays the contact name associated with the user, which links to the Personal Information screen where you can view and manage contact settings, and view roles and permissions.
Service/Phone Name - Displays the name associated with the user's phone profile, which links to the Phone Settings screen where you can view and manage settings related to phone, voicemail, call routing, line buttons, emergency locations, and Time of Day.
Phone Number - Displays the Sky phone number associated with the user's phone profile.
Email - Displays the primary email address associated with the user.
DM, PM, BC, TC, EC (Authorized Contacts) - Shows the Authorized Contact roles that are assigned to a subset of users.
To find the user that you want to edit, filter your view of users displayed on the screen in the following ways:
Users - To find a specific user, type search criteria in the Contact Name, Service/Phone Name, Phone Number, Email, and Search fields (or sort users by clicking any of the column headings)
Locations - To view users from a particular location, select the desired address from the "All locations" drop-down menu (located above the column headings)
Authorized Contacts - To view users by Authorized Contact role type, click the desired check box below the column headings to view DM (Decision Makers), PM (Phone Managers), BC (Billing Contacts), EC (Emergency Contacts), and TC (Technical Contacts)
To edit a user's contact information, do the following. For additional information, see the Personal Information article.
From the Users screen, in the row of the desired user, click the link in the Contact Name column. Alternatively, you can right-click within the row of the desired user and select "Personal Information" from the pop-up menu that appears.
In the Personal Information screen that appears, you can edit the following settings:
RingCentral Log In - This area is related to accessing the Sky Account Portal:
Username - The username is required to log into the Account Portal to access the Team, Organization, and Phone System menus. This field also provides full functionality to users who log into the Account Portal to access the Home menu. Note that the username initially defaults to each user's business email address, but can be subsequently changed.
Last Log In - Displays the date and time of the last log in.
Password - The Account Portal "user" password can be changed by clicking the Change Password button. For more information about passwords, see the Password Management article.
Contact Information - Enables editing the First Name, Last Name, Title, Personal Email, Business Email, Mobile Phone, and Home Phone associated with a user (or contact).
Note: When you change a user's Business Email address in the Personal Information screen, if the user has active Sky Fax service, a pop-up dialog appears asking "Do you want to also update this email address for your applicable Add On Features (Fax)?" If you select the Yes option, the changes to the user's Business Email address are also applied to the email address used for the user's active Sky Fax service.
Location - A location should be changed ONLY when a contact has no assigned phone profile (i.e. the Service/Phone Name column displays "Unassigned"). After a profile is assigned to a contact, which changes the contact to a "user," changing the user's location requires creating a Support Case to communicate the necessary information to Support to perform a "Move User" service order.
NOTE: Due to an engineering defect, for any user with a phone profile, the location can technically be changed via the Location menu by an Authorized Contact. However, please do NOT use the Location menu for this purpose as it will result in an out-of sync condition that affects other functionality for the user.
My Services - Decision Makers and account-level Phone Managers can view all of the phone profiles, Add-on Features, and other Sky services that are associated with a user (or contact). Clicking the phone number link opens the Phone Settings screen.
Add a Feature - Decision Makers and account-level Phone Managers can add more Add-on Features to a phone profile associated with a user. To do this, select values for Phone, Feature, and Activation Date, the click the +Add button. For more information, see the Authorized Contacts section of the Personal Information article.
To add, edit, or delete (Authorized Contact) roles for existing users, click the Roles and Permissions tab in the Personal Information screen. Managing roles is limited to Decision Makers and account-level Phone Managers. For instructions, see the Roles and Permissions Tab section of the Personal Information article.
To edit a user's phone profile settings, do the following:
From the Users screen, in the row of the desired user, click the name in the Service/Phone Name column. Alternatively, you can right-click within the row of the desired user and select "Phone Settings" from the pop-up menu that appears.
In the Phone Settings screen that appears, you can edit settings in the following tabs:
Receiving voicemail messages - Voicemail greeting and voicemail notifications.
Accessing voicemail - Visual or audible voicemail access, PIN or no PIN to access voicemail, message envelope information, message playback order, and on screen voicemail alert.
Shared voicemail settings - Other voicemail boxes this phone number can access and other phone numbers that can access this voicemail box. (Note that this functionality is managed by Decision Makers and account-level Phone Managers.)
Call Screening rules- A flexible method of screening incoming calls and choosing the desired action(s) including: Find Me (ring multiple phone numbers), Transfer Call, Forward Call, Send to Voicemail and more.
Call Routing settings- Enables forwarding incoming calls to another phone number by managing settings for the following options: Always forward all calls immediately (do not ring my phone), Forward calls if no answer after X number of rings, Forward calls if phone is unplugged, and more.
Speed Dials -Create and manage speed dials that display next to line buttons on your phone.
Shared Lines - Enables users of two different phone numbers (in the same account) to share answering inbound calls, placing outbound calls, and viewing the status of each other's shared lines. (Note that this functionality is managed by Decision Makers and account-level Phone Managers.)
Emergency Location tab - Manage your E911 emergency location. For more information, see the Emergency Registration Locations article.
Time of Day tab -For use by Decision Makers and Phone Managers to manage Time of Day settings for their organization's call flow. For more information, see the Time of Day article.
