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Need To Quickly Update A Department That's Short Staffed? Department Quick Guide

If you have an urgent need to supply a department with call-ready agents, be sure you have administrative access or can reach someone who does. Then follow the steps below to quickly raise the numbers in the needy department. 

Click on “<Your Name>” at the top-right corner of the screen.


Select "Go to System Administration" from the drop-down list.



Click on "RingByName Setup" or “Main Setup” on the navigation bar along the top of the screen.

On the left side, you will see “Department” section. Click on it to view the departments.


Click on top of the department you would like to add users to.

 


On the bottom-right you'll see a few agent slots and can search for agents you want to add. Simply click on the checkbox by the agent(s) you want added to the department.



If you do need advanced ringing strategies, you can select 'Advanced Settings' by Ring all members at the same time, and this will bring up the Ring Delay, Number of Rings, and Voicemail Notification options for each user. Below you can see Cashiers set to ring 5 times, and a Manager set to ring 3 times (after the cashier's have rung twice). You can modify the delay and ring numbers to match your business needs. Lastly the 'Voicemail Notification' will send department voicemail alerts only to the users who have the box enabled. 


Lastly, be sure to hit save at the very bottom of the page to commit your changes!




Our goal at RingByName is for all of our customers to best manage the phone system according to their business needs. 
For this reason, we offer a training program at the user level to help your team take advantage of all the live data and features we offer. We also offer administrative level training so you and your administrators are able to update the configuration of your system to suit your business needs. All of our training is done with designated specialists looking to better your business.


To schedule a session, open the following link https://www.ringbyname.com/training/ and follow the instructions on the screen. To get the most value out of RingByName, we advise you to sign up for a training session in the morning hours after 9:00 AM.

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