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Essential Settings Checklist

Updated March 15, 20264 views0 found helpful

Work through this checklist to make sure your ReliaRing account is fully set up and ready to use.

Use this checklist to confirm your ReliaRing account is set up properly. Work through each section — most items take a minute or two.


Account and company

  • Company name set — Settings → General → Account Information
  • Time zone correct — so schedules and logs line up
  • Business hours configured — Organization → Business Hours

Security

  • Two-factor authentication (2FA) turned on — Settings → General → Security & Privacy
  • Strong, unique password in place
  • Auto-logout time set to your comfort level

Phone numbers

For each number (Phone Numbers → Your Numbers):

  • Friendly name added
  • Call handling set — where the number rings
  • E911 address registered — Emergency Dialing → Locations & Registrations
  • Outbound caller ID chosen — Settings → General → Caller ID

Voicemail

  • Voicemail PIN set — Settings → Voicemail
  • Greeting recorded (or dial *98 from your phone)
  • Voicemail-to-email turned on, if you want copies by email

Emergency calling

  • E911 address registered for every number
  • Kari's Law notification group set — Emergency Dialing → Notification Groups
  • 933 test call completed — Emergency Dialing → Test Calls (933)

Team

  • Team members invitedOrganization → Team Members
  • Extensions createdPhone System → Extensions
  • Roles assignedAccount → Users & Roles

Billing

  • Payment method or prepaid balance in place — Billing → Overview / Billing → Wallet
  • Reviewed your plan and current usage — Billing → Overview and Usage

Nice to have

  • Voice menu (auto-attendant) built — Phone System → Voice Menus (IVR)
  • Ring groups or call queues set up for team call handling
  • Mobile app installed for your team

Final check

  • Make a test call out
  • Receive a test call in
  • Leave yourself a voicemail and retrieve it
  • Confirm a 933 test call reaches the E911 test announcement

Related articles

Related Topics

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