RingCentral Mobile App - NECC Information Technology Services

RingCentral App Getting Started Guide 11For example, when you’re in the Message menu, the top bar will containthe following: a hamburger menu, a search bar, and a kabob menu, with aseries of tabs beneath. Clicking on these tabs takes you to one of theseactive conversation lists: all conversations, direct messages, teammessages, and favorited messages.The hamburger menu at top left appears in several locations throughoutthe app, including in every RingCentral app menu option. Let’s reviewbelow what you can access when you click on the hamburger menu.Hamburger menuWhen you click on the hamburger menu, a panel will slide out from theleft-hand side of the app containing the following options: Profile: Your profile appears at the top of the app with yourname, email address, and profile picture. Tap your profile pictureand choose to view the picture, take a new picture, or select anew picture from your mobile image galleryPresence: Your current RingCentral app presence appearsbelow your name and email address. Tap on your currentpresence and make a new selection from a list of optionsStatus: Select Share status to share a new status. If you alreadyhave a status created, click on your current status to make any changesAccept queue calls: Only available to admins, tap the Accept queue calls toggle to enable or disablethis optionTasks: Tap Tasks to visit a list of tasks assigned to you from all your active conversationsTeam events: Tap Team events to view a calendar of team events and tasks from all your activeconversationsAdmin tools: Only available to admins, tap Admin tools to view your company call logs, phonesystem, analytics, and billingSettings: Tap this option to navigate to a page of in-app settings. This is where you can configureyour notification, Message, Video, and Phone settingsCenter sectionThe center section is the primary part of the app where you will spend most of your time, and it will differdepending on where you are within the app. For example, while in Message, the center section will containyour list of conversations. When you select a conversation, this center section becomes the message thread.If you’re in the main pages of Message, Phone, and Contacts, you will also have access to the new actionbutton, which is located in the lower right-hand corner of the center section. Let’s review what you’ll findwhen you select this button. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 12New actionsSelecting the new actions button reveals a dropdown menu of actions you can perform associated with thatmenu. These actions may differ depending on where you are in the app.For example, when you’re in the Contacts menu, selecting the new actions button allows you to create ateam, invite a user, or add a new contact. In Phone, this button differs depending on the page you're on. Inthe Calls and Voicemails page, selecting this button opens the dial pad on your screen. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 13Navigating the RingCentral mobile app for iOSThe RingCentral app for mobile is divided into several sections: the top header bar, the center section, andthe bottom menu bar.Please note that each of these sections may differ depending on which part of the app you’re in. Let’s reviewwhat you’ll commonly find with each of these main navigation elements.Bottom menu barAs we discussed in Intro to the RingCentral app, you can seamlessly transition between messaging, calls, andmeetings within the app for desktop, web, and mobile. This seamless experience in mobile is due to thebottom menu bar, which you can use to navigate between the following menu options easily: Message: Use this interface to send andreceive messages, create and collaboratein teams, share files, create tasks, andmoreVideo: Use this interface to start,schedule, and join meetings, managerecordings, view recent meetings, andmorePhone: Use this interface to make andreceive phone calls, send and receive textmessages, manage your call history, listento your voicemails, and moreContacts: Use this interface to add, view,and manage all your company contacts,including administrators, company users,and guest users. You can also create,view, and manage teams via this interfaceMore: Tap the three-dot icon to navigateto the Tasks interface to manage yourtasks, and Team events interface to view acalendar of events and tasks from all yourconversations. Administrators can tapthis icon to navigate to Tasks, Team events,Analytics to view company reports, andAdmin tools to access the company calllogs, the account’s phone system, andbilling information. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 14Top header barThe top header is always available at the top of the app and contains the main features and navigationaloptions of the Message, Video, Phone, or Contacts menu option. The options in this header bar differdepending on which mobile app menu you’re in.For example, when you’re in the Message menu, the top bar will contain the following: your profile picture, asearch bar and a new actions plus sign button with a series of tabs beneath. Clicking on these tabs takes youto one of these active conversation lists: all conversations, direct messages, team messages, and favoritedmessages.Your profile picture at top left appears in every RingCentral app menu option. Let’s review below what youcan access when you select your profile picture. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 15Profile pictureWhen you select your profile picture, the app will navigate to the interface that contains the followingoptions: Profile: Your profile appears at the top of the app with your name, email address, and profile picture.Tap your profile picture and choose to view the picture, take a new picture, or select a new picturefrom your mobile image galleryPresence: Your current RingCentral app presence appears below your name and email address. Tapon your current presence and make a new selection from a list of optionsStatus: Select Share status to share a new status. If you already have a status created, click on yourcurrent status to make changesAccept queue calls: Only available to admins, tap the Accept queue calls toggle to enable or disablethis optionNotifications: Tap Notifications to enable or disable mobile and email notifications for missed calls,voicemails, faxes, and textsMessage: Tap Message to select your preferred shortcut for sending a message and to enable ordisable link previews and flags to show hints and visual cues in conversations with guests outsideyour companyVideo: Tap Video to configure settings related to the video meetings featurePhone: Tap Phone to configure settings related to placing or receiving calls. You can configuresettings such as your incoming call ringtone, the Caller ID you’d like to show when you makeoutbound calls, and moreContacts: Tap Contacts to sync your iPhone, Microsoft, or Google contacts to the RingCentralmobile appCalendar Sync: Tap Calendar Sync to connect your iCloud or Google calendar to the RingCentralmobile appHelp and feedback: Tap Help and feedback to view help articles, Siri & CarPlay commands guide,and new features. This section also allows you to report issues, share ideas, rate the app, viewRingCentral’s legal policies, and view the RingCentral mobile app’s current version numberSign out: Tap to sign out of the appAt the top right, you’ll see the new actions plus sign button. The new actions button appears in severallocations throughout the app, including in every RingCentral app menu option. Let’s review below what youcan access when you select this button.New actionsSelecting the new actions button reveals a dropdown menu of actions you can perform associated with thatmenu. These actions may differ depending on where you are in the app.For example, when you’re in the Contacts menu, selecting the new actions button allows you to create ateam, invite a user, or add a new contact. In Phone, this button differs depending on the page you're on. Inthe Calls and Voicemails page, selecting this button opens the dial pad on your screen. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 16Center sectionThe center section is the primary part of the app where you will spend most of your time, and it will differdepending on where you are within the app. For example, while in Message, the center section will containyour list of conversations. When you select a conversation, this center section becomes the message thread.If you’re in the main pages of Message, Phone, and Contacts, you will also have access to the new actionbutton, which is located in the lower right-hand corner of the center section. Let’s review what you’ll findwhen you select this button.Adding a new user for AndroidTo invite new users to the RingCentral app, follow these steps:1.Navigate to Contacts via the bottom bar2.Tap the new actions plus button at lower right3.Tap Invite4.Choose to send an invite in one of the following ways:5.a.Send an invite to an email address by providing an email address in the To fieldb.Send an invite to someone in your mobile contacts via Invite from contactsc.Send an invite to the messaging app of your choice via Invite via linkConfigure the appropriate settings based on the option you selected in the previous stepWhen you choose one of the options under Invite, additional actions are required in order to successfullyinvite a user. Let’s review those options next.Adding a new user for iOSTo invite new users to the RingCentral app, follow these steps:6.Navigate to Contacts via the bottom bar7.Tap the new actions plus sign button at upper right8.Tap Invite9.Choose to send an invite in one of the following ways:a.Send an invite to an email address by providing an email address in the To fieldb.Send an invite to someone in your mobile contacts via Invite from contactsc.Send an invite to the messaging app of your choice via Invite via link10. Configure the appropriate settings based on the option you selected in the previous stepWhen you choose one of the options under Invite, additional actions are required to invite a usersuccessfully. Let’s review those options in the next section. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 17Using RingCentral Message for AndroidSending a messageTo send a message in the RingCentral mobile app, follow these steps:1.Navigate to Message via the bottom bar2.Tap the new actions plus button in the lower right-hand corner of the app3.Select New message4.Enter the names or email addresses in the To field5.Tap Next at upper right6.Type the body of your message in the Message field7.Tap the airplane button to the right of the message field to send the messageThis is just one way you can send a message, but keep in mind there are several other methods you can useto send a message. To learn more, visit Send a Message in the RingCentral Mobile App.Once you’ve sent a new message, that conversation will appear at the top of your conversations list.Creating a teamA team can be used in the RingCentral app to communicate with a group of people, from connecting withco-workers in your department to collaborating on a project with others in your company.To create a team in the RingCentral mobile app, follow these steps:1.Navigate to Message or Contacts via the bottom menu bar2.Tap the new actions plus button located in the lower right corner3.Select Create team from the menu4.Provide a name for your team in the Team name field5.Choose either Private (invite only) or Public (visible to any co-worker) from the Team type dropdownmenu6.Tap Members, then enter a list of names or email addresses in the To field7.Tap Next at top right8.Tap the check mark at top right to finish creating the teamThis is just one way you can create a team in the mobile app, but keep in mind there are several othermethods you can use to create a team. To learn more, visit Create a New Team in the RingCentral MobileApp.Once you’ve created a team, that team conversation will appear at the top of the list under the Teams tab inthe Message interface. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 18Using RingCentral Message for iOSSending a messageTo send a message in the RingCentral mobile app, follow these steps:1.Navigate to Message via the bottom bar2.Tap the new actions plus button in the upper right-hand corner of the app3.Select New message4.Enter the names or email addresses in the To field5.Tap Next at upper right6.Type the body of your message in the Message field7.Tap the airplane button to the right of the message field to send the messageThis is just one way you can send a message, but keep in mind there are several other methods you can useto send a message. To learn more, visit Send a Message in the RingCentral Mobile App.Once you’ve sent a new message, that conversation will appear at the top of your conversations list.Creating a teamA team can be used in the RingCentral app to communicate with a group of people, from connecting withco-workers in your department to collaborating on a project with others in your company.To create a team in the RingCentral mobile app, follow these steps:1.Navigate to Message or Contacts via the bottom menu bar2.Tap the new actions plus button located in the upper right corner3.Select Create team from the menu4.Provide a name for your team in the Team name field5.Choose either Private (invite only) or Public (visible to any co-worker) from the Team type dropdownmenu6.Tap Members, then enter a list of names or email addresses in the To field7.Tap Next at top right8.Tap the check mark at top right to finish creating the teamThis is just one way you can create a team in the mobile app, but keep in mind there are several othermethods you can use to create a team. To learn more, visit Create a New Team in the RingCentral MobileApp.Once you’ve created a team, that team conversation will appear at the top of the list under the Teams tab inthe Message interface. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 19Using RingCentral VideoStarting a meetingTo start a meeting in RingCentral mobile app, follow these steps:1.Navigate to Video via the bottom menu bar2.Tap the Start button in the upper left corner3.Invite participants by entering names or email addresses in the To field4.Tap Meet Now in the top right cornerDepending on the video service you chose when you configured your Video settings, you will have slightlydifferent options for selecting your audio sources from which you’d like to start your meeting.If you’re using RingCentral Video to start a meeting, visit Configure Video Settings for RingCentral Video inRingCentral Mobile App.If you’re using RingCentral Meetings to start a meeting, visit Configure Video Settings for RingCentralMeetings in RingCentral Mobile App.Scheduling a meetingTo schedule a meeting in the mobile app, follow these steps:1.Navigate to Video via the bottom menu bar2.Tap the Schedule button at the top3.Make changes to the meeting title (optional)4.Tap Date to choose a date in the calendar modal window5.Set the Start time and End time6.Configure additional settings as needed7.Tap the arrow icon at top right8.Select the calendar to which you want to save the meeting. This opens the meeting invite in theselected calendar9.Add the people you’d like to invite to the meeting10. Add a meeting description (optional)11. Save the calendar eventOnce you’ve scheduled a meeting, that meeting will appear in the Video interface homepage when you’rewithin a few days of that scheduled meeting date. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 20If you’d like to learn about configuration settings for scheduling a meeting, visit Schedule a Meeting in theRingCentral Mobile App.Joining a meeting for AndroidTo join a meeting, follow these steps:1.Navigate to Video via the bottom menu bar2.Tap the Join button at the top3.Enter the meeting ID or the meeting link of the meeting4.Tap the Join button next to the meeting ID or meeting linkyou want to joinPlease note that when joining a meeting, you have the option tomute yourself by toggling on Don’t connect to audio.There are several other options for joining a meeting, so if you’dlike to learn more, visit Join a Meeting in RingCentral Mobile App.Joining a meeting for iOSTo join a meeting, follow these steps:1.Navigate to Video via the bottom menu bar2.Tap the Join button at the top3.Enter the meeting ID or the meeting link of the meeting4.Tap the Join button next to the meeting ID or meeting linkyou want to joinPlease note that when joining a meeting, you have the option to mute yourself by toggling on Continuewithout audio.There are several other options for joining a meeting, so if you’d like to learn more, visit Join a Meeting inRingCentral Mobile App. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 21Using RingCentral Phone for AndroidMaking a callYou can make a call in the RingCentral mobile app by using the dial pad. The dial pad allows you to make callsto other users in the RingCentral app or external numbers so long as telephony has been enabled at thecompany account.1.Navigate to Phone via the bottom menu bar2.Tap the green dial pad icon in the bottom right-hand corner3.Enter a number in the dial pad and dial the numberYou can also change your outbound Caller ID before starting your call. Tap the From dropdown menu toselect from the list of available Caller IDs. To change the default Caller ID, navigate to the Settings menu ofthe RingCentral mobile app.This is one of several ways you can make a call in the RingCentral mobile app. If you’d like to learn moreabout making a call, visit Make a Call in the RingCentral Mobile App. 2020 RingCentral, Inc. All Rights Reserved

RingCentral App Getting Started Guide 22Taking a callYou can easily take a call using the app whenever someone callsyour RingCentral number. When you have an incoming call, apop-up window will appear, from which you can select from thefollowing options: Answer: Tap the green answer button to answer theincoming call To voicemail: Tap the red voicemail button if you want tosend the caller to your voicemail to leave a message Reply with voice message: Tap the Reply with VoiceMessage button if you want to message the caller with apreset or custom messageYou can also manage multiple incoming calls at once, such aswhen you’re on a call and you receive another incoming call. Tolearn more, visit Take

To install the RingCentral app on your Android or iOS mobile device, follow the steps below. For Android: 1. Open the Google Play Store 2. Search for the RingCentral app or navigate to this link 3 . Select In sta ll to begin installing the app For iOS: 1. Open the Apple App Story 2. Search for the RingCentral app or navigate to this link 3 .