RingCentral Ring Central for Archiver User Guide
Introduction
About RingCentral Archiver
RingCentral Archiver is introduced to enable our users to archive their RingCentral Call data (Call Recording, Voicemails, Fax, SMS) to any external storage supported by Archiver products (GDrive, Box, DropBox and SFTP).
About this Guide
This Administrator Guide focuses on how to successfully configure Archiver access for your organization as an Admin Portal Administrator.
- Enable Archiver
- Create custom roles for Archiver as needed
Please refer to User Guide on how to sync your RingCentral data to a cloud storage of your choice:
https://netstorage.ringcentral.com/guides/archiver.pdf
User Notice
By using the RingCentral Archiver, you acknowledge that you have read and agree to our Terms of Service and Privacy Policy.
- TOS:
https://www.ringcentral.com/legal/last-update-October-15-2019/eulatos.html - Privacy Policy:
https://www.ringcentral.com/legal/last-update-March-3-2021/privacy-notice.html - Archiver overview with data retention policy:
https://support.ringcentral.com/article/8913.html
Configure Archiver Access
Enable Archiver
Archiver access can be enabled for administrators and/or for all users. Log in https://service.ringcentral.com with Admin Portal administrator account, switch to Admin Portal from the dropdown on the top right corner and find Archiver Settings in More -> Account Settings -> Archiver Settings (Figure 1). On the Archiver Setting tab, administrators can turn on Admin Archiver and/ or User Archiver as needed.
- Admin Archiver: Turn on the toggle of Admin Archiver, pre-defined roles Super Admin and Manager will be able to access and archive data for the entire organization. Custom roles with proper permissions can access and archive account data as well.
- User Archiver: Turn on the toggle of User Archiver, all users can access archiver and archive their own data.
Admin level archiving Roles and Permissions
Users assigned with predefined Manager and Super Admin roles can access Archiver and archive data for the entire company. Administrators of Admin portal can also create custom roles and grant necessary permissions for admin archiving. Log in https://service.ringcentral.com with Admin portal administrator account, switch to Admin Portal from the dropdown on the top right corner and find Users -> Roles and click on + New Role to create custom roles (Figure 2).
Tick and save the permissions below to ensure custom roles have sufficient privileges for admin archiving (Figure 3).
- Features – Archiver for Admins
- Company Call Log – Access Recordings
- Company Call Log – Delete Records
- Company Call Log – Download & Delivery
- Company Call Log – View Only
- User Management – Users
Afterwards, go to the Assigned Users tab and click on + Assign User to assign the custom role to user(s) as needed (Figure 4).
Extension level archiving Roles and Permissions
Users who archive call recordings at extension level need to be assigned to a role with sufficient permissions by the admin portal administrator. Otherwise, extension users cannot archive his or her call recordings.
All predefined roles include required permissions for extension archiving. Administrators of Admin portal can also create custom roles and grant necessary permission for extension level archiving. Log in https://service.ringcentral.com with administrator account, switch to Admin Portal from the dropdown on the top right corner and find Users -> Roles and click on + New Role to create custom roles (Figure 2).
Please ensure the permissions below are ticked in the custom role (Figure 5). Then go to the Assigned Users tab and click on + Assign User to assign the custom role to user(s) as needed (Figure 4).
- User Call Log
System Requirements
The following browsers are supported by RingCentral for Archiver:
- Microsoft Edge 38+ (Windows 10)
- Firefox46®+(Windows®,Mac®)
- Chrome™ 50 + (Windows,Mac)
- Safari® 9.1+(Mac)
General Questions
1. Why can’t I find Archiver Settings in the Admin Portal?
If the Archiver Setting tab cannot be found in More -> Account Settings -> Archiver Settings, please ensure that
- The plan your organization subscribed includes Archiver feature
- You log in Admin Portal as an admin portal administrator
- You are in the Admin Portal but not in My Extension. You can simply switch it by clicking the dropdown on the top right corner
If the Archiver Setting tab is still not available after the verification, please contact RingCentral Support for help.
2. Why cannot users see Archiver after I turned on User Archiver in Archiver Settings?
Please suggest the users to go to My Extension (not Admin Portal) to find More -> Apps and Resources -> Archiver. More details please refer to the User Guide.
3. Why cannot archiver administradors see Archiver after I turned on Admin Archiver in Archiver Settings?
Please ensure the user’s assigned role includes these permissions blow:
- Features – Archiver for Admins
- Company Call Log – Access Recordings
- Company Call Log – Delete Records
- Company Call Log – Download & Delivery
- Company Call Log – View Only
- User Management – Users
If roles are properly configured, please suggest the archiver admin to go to Admin Portal (not My Extension) to find More -> Apps and Resources -> Archiver. For more details, please refer to the User Guide.
4. Why does the Archiver Administrator see an error that “Call recordings for all extensions couldn’t be backed up” in the Sync Options tab though the Call Recordings for All Extensions is selected (Figure 6)?
The Archiver administrator sees this error because the admin does not have sufficient permissions to access the company’s call recordings. Please ensure all permissions listed in question 3 are selected and saved in the archiver administrator’s assigned role. Otherwise, the call recordings for all extensions cannot be archived though it has been selected.
5. Why does the archiver extension user see an error that “Call recordings for your extensions couldn’t be backed up” in the Sync Options tab (Figure 7) though the Call Recordings data type is selected?
The extension user sees this error because the user does not have sufficient permissions to access his or her call recordings. Please ensure User Call Log permission is selected in the user’s assigned role (page 10). Otherwise, the call recordings for the user’s extension cannot be archived.
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Documents / Resources
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RingCentral Ring Central for Archiver [pdf] User Guide Ring Central for Archiver, Central for Archiver, for Archiver |