Collaboration

RingCentral

Run your RingCentral phone system from Dex - users and extensions, call handling, queues, numbers, desk phones, roles, and E911.

Dex connects to one RingCentral account (RingEX / MVP) through the Platform API so IT can run the phone system conversationally - onboard and offboard users, manage extensions, set call handling and forwarding, move queue members, assign numbers and desk phones, change roles and sites, maintain E911 locations, and pull call-log, directory, and audit-trail reads for troubleshooting. Every write goes through an approval check first. Employees can self-serve on their own line through Dex Go (off by default) - Do Not Disturb, queue log in/out, blocking a spam number, forwarding, caller ID, and voicemail email. Dex signs in as a dedicated, least-privileged JWT admin user, so that user's custom role is the ceiling for everything Dex can do.

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What Dex does with RingCentral

Dex handles both admin workflows and employee self-service — all policy-guardrailed and audit-logged.

For admins (Dex Pro)

Onboard a new user end-to-end - create the extension, assign a number, give them a desk phone or softphone line, and set the E911 location
Offboard a leaver - pull them from queues, remove admin roles, hand off or free their number and desk phone, and disable the extension
Manage call handling - answering rules, call forwarding, business hours, caller ID, voicemail email, and caller blocking
Set presence and Do Not Disturb, and log agents into or out of call queues
Manage call queues, members, and queue settings; move users between sites
Assign, reassign, and replace phone numbers; assign desk phones, add BYOD or WebRTC softphone lines, swap broken phones, and remove phone lines
Change assigned roles (admin-rights changes are flagged) and maintain E911 emergency locations
Troubleshoot with company and per-user call logs, active calls, directory search, and the admin audit trail
Reset a user's voicemail PIN (quoted and masked in the approval request)

For employees (self-service)

Turn Do Not Disturb on or off on your own line
Log yourself into or out of a call queue you already belong to
Block or unblock a spam number on your own line
Forward your calls to your mobile during business or after hours
Look up your own extension, direct number, and phones; check your missed calls
Change your outbound caller ID, business hours, or voicemail email (approval required)

Just ask Dex

Your team types a request in plain language. Dex investigates, plans, and executes — with the right guardrails.

Admin prompts

>Onboard Dana Lee <dana.lee@example.com> - create the extension, assign an inventory number, and give her a softphone line
>Offboard sam.jones@contoso.com - remove from all queues, hand his direct number to his manager, and disable the extension
>Forward Dana's calls to +1 555 123 4567 during after-hours
>Add dana.lee@example.com to the Support call queue
>Who changed the company business hours last week? Check the audit trail
>Reset the voicemail PIN on extension 2041

Employee prompts

>Turn on Do Not Disturb
>Log me out of the support queue
>Block this spam number: +1 555 867 5309
>Forward my calls to my mobile
>Did I miss any calls today?
>What's my extension and direct number?

Policy actions

Every action Dex can take on RingCentral is declared, scoped, and guardrailed. Admins control which apply, who approves them, and whether they're limited to self-service.

Action	What it does	Guardrails
`ringcentral_create_extension`	Create a user extension (onboarding; consumes a license)	approval
`ringcentral_update_extension`	Update an extension: contact, extension number, site, status Enabled/Disabled (offboarding), or voicemail PIN reset	approval
`ringcentral_update_presence`	Set one extension's presence / Do Not Disturb status	approval
`ringcentral_update_call_queue_presence`	Log one agent into or out of their call queues	approval
`ringcentral_assign_call_queue_members`	Add or remove call queue members	approval
`ringcentral_update_user_call_queues`	Set the full list of call queues a user belongs to	approval
`ringcentral_create_answering_rule`	Create a custom answering rule (forwarding, voicemail, schedule)	approval
`ringcentral_update_answering_rule`	Change an answering rule (call forwarding, voicemail, ring order)	approval
`ringcentral_create_forwarding_number`	Add a forwarding number (calls may ring an outside number)	approval
`ringcentral_update_caller_id`	Change an extension's outbound caller ID	approval
`ringcentral_update_notification_settings`	Change where voicemail / missed-call notifications are emailed	approval
`ringcentral_add_blocked_number`	Block (or allow) a phone number on one extension	approval
`ringcentral_remove_blocked_number`	Remove a blocked or allowed number from one extension	approval
`ringcentral_assign_phone_number`	Assign or reassign a phone number (direct number, company number, inventory)	approval
`ringcentral_replace_phone_number`	Replace a phone number with another number from inventory	approval
`ringcentral_update_device`	Give a user an office desk phone from inventory (or rename a phone)	approval
`ringcentral_add_byod_device`	Add a customer-provided desk phone or WebRTC softphone line to a user	approval
`ringcentral_replace_device`	Swap a user's phone for another device from inventory (broken phone)	approval
`ringcentral_remove_phone_line`	Remove a phone line (device + number) from a user; keepAssetsInInventory must be true	approval
`ringcentral_update_device_emergency`	Change a desk phone's emergency (E911) address	approval
`ringcentral_update_extension_assigned_roles`	Change a user's assigned roles (admin rights change)	approval
`ringcentral_assign_site_members`	Move users into or out of a site (changes their site settings and routing)	approval
`ringcentral_update_company_business_hours`	Change the company business hours (affects company call routing)	approval
`ringcentral_create_emergency_location`	Create an emergency (E911) location	approval
`ringcentral_update_emergency_location`	Change an emergency (E911) address	approval
`ringcentral_create_extension_emergency_location`	Add a personal emergency (E911) location for a user (softphone / remote worker)	approval
`ringcentral_list_company_call_log`	Read the company call log (call metadata, no recordings)	—
`ringcentral_search_directory`	Search the company directory (name, extension, department)	—
`ringcentral_search_audit_trail`	Search the admin audit trail (who changed what, when)	—

How to configure RingCentral

Onboarding takes minutes. Dex validates your credentials before saving them.

Setup steps

1
In the RingCentral Developer Console, register a REST API App with the JWT auth flow, set to Private (this account only).
2
Grant the app only the scopes Dex uses: Read Accounts, Edit Accounts, Edit Extensions, Read Presence, Edit Presence, Read Call Log, Role Management, and Read Audit Trail. Leave Read Messages, Read Contacts, SMS, Fax, RingOut, Call Control, and Read Call Recording off.
3
Create a JWT credential for a dedicated, least-privileged admin user with a custom role (not Super Admin) - that user's role is the ceiling for everything Dex can do.
4
Graduate the app to production (sandbox apps only work with environment set to sandbox).
5
In Dex, enable the RingCentral integration and paste the environment, Client ID, Client Secret, and JWT. Dex validates with a live read before saving.

Credentials required

environment: production (default) or sandbox - non-secret
client_id: The REST API app's Client ID (Developer Console > Apps > your app > Credentials)
client_secret: The same app's Client Secret
jwt: A JWT credential for the dedicated RingCentral admin user Dex acts as, restricted to this app

Requirements

•A RingCentral account (RingEX / MVP) with a private REST API App using the JWT auth flow
•A dedicated, least-privileged admin user with a custom role - every call runs as that user, so its role bounds what Dex can do
•GET reads cannot be policy-gated in Dex, so the app scopes and the JWT user's role are the read boundary - leave message, contact, call-control, and recording scopes off
•This is a per-tenant (non-global) app: one Dex connection holds one JWT credential for one RingCentral account
•Dex Go self-service is off by default - an admin turns it on per account

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