The Account Portal features and functions available to you depend on the type of user you are and the roles and permissions assigned to you.
Users
Individual Users are all contacts within an organization that have one or more phone profiles assigned to them.
Users can use the Account Portal to update their personal information and manage settings for phone-related features including voicemail, call routing, programmable buttons, contacts, and more. Users also have access to a personal home page with visuals and statistics related to their phone usage. All users can access their own personalized features such as viewing contact directories from the Home menu in the Account Portal.
Team Managers
Team Managers are Group Owners. Groups are created by Authorized Contacts, and each group has a designated Group Owner.
Team Managers can use the Account Portal to access phone-based business intelligence data and call activity reports for all members of each group they manage. Team Managers can access all team management features such as generating live answer reports and talk time reports from the Team menu in the Account Portal.
Authorized Contacts
Authorized Contacts are trusted people, both inside and outside your organization, who manage your phone system. Authorized Contacts are assigned different roles, depending on their rights and responsibilities within an organization.
NOTES:
- Resell Partners, see MiCloud Resell Partners for important details about Authorized Contact roles for your customer accounts.
- Resell Customers, please note that your Partner assumes all Decision Maker, Phone Manager, and Billing Contact roles and responsibilities for your account. Please contact your Partner for all support needs.
Authorized Contacts can use the Account Portal to manage features, settings, and configurations for their MiCloud account and for all users on that account. Authorized Contacts can also access business intelligence data and call activity reports and use those reports to better manage service levels, staffing efficiency, and sales performance. Authorized Contacts share access to team management features available from the Team menu and have exclusive access to other account features available from the Organization and Phone System menus in the Account Portal.
Roles
There must be at least one person assigned to each of the available roles. A description of each role is included in this section. For information about assigning Authorized Contact roles to users on your account, see Viewing and Assigning Roles and Permissions.
If no one is assigned to a role, the responsibilities for that role are reassigned as follows:
- Emergency Contact - If no Emergency Contact is designated for a location, the responsibilities are assigned to the Emergency Contact designated for the account. If no Emergency Contact is designated for the account, the responsibilities are assigned to the Phone Manager designated for the location or the account.
- Technical Contact - If no Technical Contact is designated for a location, the responsibilities are assigned to the Technical Contact designated for the account. If no Technical Contact is designated for the account, the responsibilities are assigned to the Phone Manager designated for the location or the account.
- Phone Manager - If no Phone Manager is designated for a location, the responsibilities are assigned to the Phone Manager designated for the account. If no Phone Manager is designated for a location or the account, the responsibilities are assigned to the Decision Maker designated for the account.
- Billing Contact - If no Billing Contact is designated for the account, the responsibilities are assigned to the Decision Maker for the account.
Decision Maker (DM)
The Decision Maker is usually a corporate officer and the person who signed the original order form. At least one person must be designated as a Decision Maker for an account at all times.
Permissions
As a Decision Maker, you have the following permissions:
- Access to all the self-service functions in the Account Portal
- Perform the following account management tasks:
- Perform the following billing management tasks:
- Add users to your account or location and assign roles and permissions to those users.
- Contact Support to open service requests or to request advanced functionality that is not available in the Account Portal.
- Activate, deactivate, and manage add-on features for users in your organization.
Responsibilities
As a Decision Maker, you have the following responsibilities:
- Maintain the business relationship with RingCentral.
- Assign Authorized Contact roles to others in your organization. If you choose not to assign roles to others, you are responsible for fulfilling those roles yourself.
- Read and acknowledge or respond to email communications regarding the account.
Additional Information
Review the following articles for more detailed information about configuring and managing your phone system.
Users
Reporting and Usage
Phone Manager (PM)
The Phone Manager is responsible for the implementation and day-to-day management of the MiCloud phone system. A Phone Manager can be designated for a single location, multiple locations, or the entire organization.
At least one Phone Manager must be designated for each location within an account.
Permissions
As a Phone Manager, you have the following permissions:
Responsibilities
As a Phone Manager, you have the following responsibilities:
- Read and acknowledge email communications regarding your account.
- Specify the business requirements for the phone system programming and sign off that the phone system programming requested is delivered properly.
- Fulfill the Technical Contact and Emergency Contact roles if those roles are not assigned to others in your organization.
Additional Information
Review the following articles for more detailed information about configuring and managing your phone system.
Users
Reporting and Usage
Billing Contact (BC)
The Billing Contact is usually an employee within an organization that is responsible for accounts payable or is the controller for accounts. Some organizations also assign this role to an accounting department member.
At least one Billing Contact must be designated for an account.
Permissions
As a Billing Contact, you have the following permissions:
Responsibilities
As a Billing Contact, you have the following responsibilities:
- Maintain the billing relationship with RingCentral.
- Review invoices and ensuring invoices are paid on time.
- Read and acknowledge or respond to email communications regarding billing for the account.
Additional Information
Review the following articles for more information:
Users
Reporting and Usage
Technical Contact (TC)
The Technical Contact is usually a network administrator or IT consultant. The Technical Contact is responsible for the implementation and day-to-day management of the Local Area Network (LAN) for a location, multiple locations, or the entire organization.
At least one Technical Contact must be designated for each location within an account.
Permissions
As a Technical Contact, you have the following permissions:
- Access from the Account Portal to network information for each location you are assigned.
- Enroll in MiCloud training classes that cover network requirements for a MiCloud deployment.
Responsibilities
As a Technical Contact, you have the following responsibilities:
- Install and configure the Local Area Network (LAN), including switches and phones.
- Be the point of contact for troubleshooting technical problems. You are responsible for filtering support requests from users.
Additional Information
Review the following articles for more information:
Emergency Contact (EC)
The Emergency Contact is usually someone that is on-site at a particular location and is involved in the operations of the organization. The Emergency Contact is responsible for making decisions in case of an emergency. An Emergency Contact can be designated for a location, multiple locations, or the entire organization.
There must be at least one Emergency Contact designated for each location within an account.
Permissions
As an Emergency Contact, you have the following permission:
Responsibilities
As an Emergency Contact, you have the following responsibilities:
- Be the first point of contact in the event of a service disruption.
- Read and acknowledge or respond to email communications regarding the account.
- You are responsible for answering and responding to calls and communications regarding emergency incidents.
- Communicate the status of emergency incidents to users in your organization.
Additional Information
Review the following articles for more information:
