Requesting Ring Central & Office 365 Accounts for Consultants

How to request a RingCentral & Office365 account. 

** If you wish to create a RingCentral account you will need an ACTIVE Office365 account**

Figure 1 shows an example placement that is requesting a RingCentral & Office365 account. This process will be the same when you are requesting an Office365 account only. 

Figure1

How to remove a RingCentral & Office365 account.

** If you wish to remove an active RingCentral account you MUST remove the active Office365 account**

Figure 2 shows an example of how to remove both accounts. At the end of every placement, the RingCentral account will automatically be removed no matter if the consultant keeps the current email address.  This process will be similar when you remove the Office365 account only. 

Figure2

Requesting to keep the same email from the current placement to the next placement. 

It is now possible to keep your consultant's current Office365 account for the next placement. In order to do this you will need to submit a change request in order to have it reflected on the new placement. Figure 3 & Figure 4 will show what options you will have on the change request and what will the new placement look like, lastly what indicator on the placement will show it as "Kept". Figure 5 will show what a new placement will look like when the change request is approved. 

Figure3

Figure4

Figure5

Can I request a RingCentral on the new placement after being marked as kept?

You are able to request a RingCentral account on the new placement, even though the field is marked as "Same as previous placement" you can still request a RingCentral account to be created. Figure 6 will show you what it will look like when requesting. 

Figure6

If my consultant has two placements but did not start the second placement. Can I mark it as kept and submit a change request later?

If you created a placement while the current placement is active, you can select the option to keep the current email. You must submit a change request before the old placement end date or the system will automatically remove your consultant email account. 

How to remove a RingCentral and Office365 account from a placement that opted to keep an active email?

Because you opted in to create a RingCentral account on a placement that is using the same email address from the previous placement. You will need to submit a change request, in the change request you will need to select the remove option for Contractor Email Address and Ring Central Email address field. Once the change request has been approved both fields will be updated thus removing both accounts.  Figure 7 will show you what a change request would look like with both of those options selected. 

Figure7