ReliaRing

Essential Settings Checklist

Updated February 14, 202644 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 → Company profile
  • Time zone correct — so schedules and logs line up
  • Business hours configured — Organization → Business Hours

Security

  • Two-factor authentication (2FA) turned on — Settings → Security & sign-in
  • 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
  • Emergency address correct — the number's Emergency registration card, or Emergency (E911) → Coverage
  • Outbound caller ID chosen — Settings → Caller ID

Voicemail

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

Emergency calling

  • Set up emergency calling finished — Emergency (E911) → Overview shows every readiness check as Done
  • Company default emergency address includes the floor, suite or room — Emergency (E911) → Addresses
  • Coverage shows no gaps — Emergency (E911) → Coverage
  • Kari's Law notification group set, with an account default group — Emergency (E911) → Notifications
  • 933 test call completed — results on Emergency (E911) → Compliance & testing
  • Team told: dial 933 (never 911) to test, and stay on the line after a mistaken 911

Team

  • Team members invited — Organization → Team Members
  • Extensions created — Phone System → Extensions
  • Roles assigned — Account → 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 reads back the right emergency address

Related articles

Related Topics

beginnerreferencechecklistsetup
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