If you're the person setting up ReliaRing for your business, this checklist gets you from a brand-new account to a working phone system in about a week. You don't have to do it all at once — spread it across a few short sessions.
ReliaRing also shows a Welcome to ReliaRing setup checklist inside the portal that tracks your progress automatically. This article mirrors that flow and adds the admin-only tasks.
Day 1 — Get the basics working
- Complete your profile. Add your name and contact details in Settings.
- Turn on two-step verification (2FA). In Settings → Security & sign-in, enable two-factor authentication to protect the account.
- Add your first phone number. Go to Phone Numbers → Buy Numbers, or use Phone Numbers → Porting to transfer an existing number.
- Make a test call. Open the softphone from the top bar and call your mobile to confirm audio works.
See the Quick Start Guide for step-by-step help.
Day 2 — Emergency calling (do this early)
- Run "Set up emergency calling". Open Emergency (E911) in the left menu. The five-step setup confirms your company default emergency address (add the floor or suite), sets up the notification group that is alerted when anyone dials 911 (Kari's Law), checks where your people call from, records the VoIP 911 acknowledgement, and offers a 933 test. Outbound calling stays off until the address and acknowledgement are done.
- Give remote workers their own address. On Emergency (E911) → Coverage, click Change next to anyone who works from somewhere other than the office.
- Run a 933 test call. Dial 933 from a phone to hear the emergency address read back. Never dial 911 to test.
Important: Until the company address is confirmed, emergency calls may not reach the right dispatcher. Don't skip this step. If someone dials 911 by mistake, they should stay on the line and tell the dispatcher.
Day 3 — Shape how calls are handled
- Set your business hours. In Organization → Business Hours, define when you're open so after-hours calls can go to voicemail or another destination.
- Set up your voicemail. In Voicemail → Mailbox settings, set a PIN and a professional greeting. For a team, an administrator can add a shared mailbox under Phone System → Voicemail Boxes.
- Build a voice menu (auto-attendant), if you need one. In Phone System → Voice Menus (IVR), create a menu like "Press 1 for Sales, Press 2 for Support." See the voice menus help category for details.
Day 4 — Add your team
- Invite team members. In Organization → Team Members, send invitations by email. See Inviting team members.
- Create extensions. In Phone System → Extensions, give each person an internal number.
- Set roles. In Account → Users & Roles, assign Admin, User, or Limited access as appropriate.
Day 5 — Money, mobile, and polish
- Review your plan and balance. Check Billing → Overview, and add a prepaid balance under Billing → Wallet if your account uses prepaid funds.
- Install the mobile app. So your team can take calls on the go.
- Set outbound caller ID. In Settings → Caller ID, choose the number and name shown when your team calls out.
Before you call it done
- Made a test call in and out
- Left yourself a voicemail and retrieved it
- Finished emergency setup, Coverage shows no gaps, and ran a 933 test
- Business hours and after-hours handling set
- Team invited with the right roles
- Payment method or prepaid balance in place