Adding Several Users at Once

Setting up a new team? Here are the fastest ways to get everyone into ReliaRing, from a handful of people to hundreds.

Option 1: Invite people one by one (best for small teams)

For a few people, inviting them directly is quick:

1. Go to Organization → Team Members.
2. Click Invite and enter the person's email, first name, last name, and role.
3. Repeat for each teammate.

Each person gets an email invitation, sets their own password, and is ready to go. You can send several invitations in a row in a couple of minutes.

After inviting people, create extensions for them under Phone System → Extensions and assign each person to their extension. See Creating and Managing Extensions.

Option 2: Automatic provisioning with single sign-on (best for larger teams)

If your company already uses a login system like a Microsoft or Google work account, you can connect it to ReliaRing so accounts are created and kept in sync automatically. This is the right choice when you're onboarding dozens or hundreds of people.

With automatic user provisioning turned on:

• New employees added in your identity system appear in ReliaRing automatically.
• Removing someone in your identity system disables their ReliaRing access.
• Names and roles stay in sync without anyone re-typing them.

An admin sets this up under Account → SSO / SCIM. You'll connect your identity provider once, and user accounts flow in from there. See the Security section for the single sign-on setup guide.

A good onboarding order

However you add people, this order keeps things tidy:

1. Add the people (invite them, or let automatic provisioning create them).
2. Set roles so everyone has the right level of access - see User Roles and Permissions Explained.
3. Create extensions and assign each person.
4. Assign direct numbers to anyone who needs one.
5. Set up voicemail greetings.

Frequently asked questions

Can I upload a spreadsheet of users? ReliaRing doesn't add user logins from a spreadsheet. For large teams, automatic provisioning through single sign-on does the same job and keeps everyone in sync going forward - no re-uploading when your team changes.

Someone didn't get their invitation. Open Organization → Team Members, find the person (their status shows Invited), and choose Resend invite. Ask them to check spam folders too.

Tip: Buying desk phones for the team? Those can be added in bulk from a file. See Managing Company Devices in the Desk Phones & Devices section.