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Quick Start

Welcome to RingCentral for NetSuite Pro — your team's browser-based phone, SMS, and contacts hub, with every call automatically logged into NetSuite.

This guide takes a brand-new user from invite email to first call in about five minutes.

Prerequisites

  • A laptop or desktop on Chrome, Edge, or Firefox. (Safari and mobile browsers have limited support.)
  • A working microphone.
  • The invite link your admin sent you.
  • Your RingCentral credentials (your admin or IT will provide these).

1. Accept your invite

  1. Open the invite link from your admin. It looks like https://phone.proteloinc.com/login?token=….
  2. You land on the login page. Your email is pre-filled and locked, and a chip shows the company and role you've been invited as (Member or Admin).
  3. Pick a strong password and click Create account. You're logged in immediately — no email confirmation step.

Invite expired?

Invite links are valid for 7 days. If you see "This invite has expired," ask your admin to send you a fresh link.

2. Connect your RingCentral account

RingCentral for NetSuite Pro uses RingCentral for calls and SMS. You connect once.

  1. On the home page (or in Settings → Integrations), look for the Connect RingCentral banner or button.
  2. Click it. A RingCentral sign-in window opens.
  3. Enter your RingCentral email and password, then approve the access prompt.
  4. The window closes and the RingCentral status chip turns green — Connected.

Full walkthrough: Connecting RingCentral.

3. Turn on notifications & pick a ringtone

So you don't miss calls when RingCentral for NetSuite Pro is in a background tab.

  1. A banner at the top of the app says Turn on browser notifications. Click Enable, then click Allow in your browser's prompt.
  2. Open Settings → Notifications and confirm:
    • Permission chip shows ✅ Granted
    • Incoming call notifications toggle is on
    • Ringtone sound toggle is on
  3. Pick a ringtone from the dropdown and click Send test notification to confirm everything fires.

Detail: Notifications.

So clicking a phone number anywhere (NetSuite, Gmail, a webpage) dials in RingCentral for NetSuite Pro instead of asking which app to use.

  1. Open Settings → Phone Links.
  2. Click Use RingCentral for NetSuite Pro for phone links, then Allow in the browser prompt.
  3. Follow the per-browser steps shown on the card to set RingCentral for NetSuite Pro as your default tel: handler.

When the badge turns green (Active), you're done. Detail: Phone Links.

Running RingCentral for NetSuite Pro as a standalone app keeps your phone window separate from your browser tabs and avoids accidental closing.

  1. Open Settings and scroll to the Install App card.
  2. Click Install. Your browser shows a confirmation prompt — accept it.
  3. RingCentral for NetSuite Pro now lives in your Start menu / Applications folder. Pin it to your taskbar or dock.

Detail: Installing the App.

6. Make your first call

  1. Open the Phone tab.
  2. Type a number or contact name in the dial field. As you type a name, matching contacts from your personal list and the NetSuite directory appear — click one to fill the number.
  3. Click the green phone button.
  4. The active call view opens. Try the Mute, Hold, and Notes controls. Anything you type in the Notes field is auto-saved into the NetSuite call record when the call ends.
  5. Hang up — the call appears in Recent Calls within a few seconds.

Detail: Making a Call.

7. Ensure NetSuite phone numbers open RingCentral for NetSuite Pro

NetSuite can dial through RingCentral for NetSuite Pro when you click a phone number on a record. This is separate from the browser tel: handler in step 4 — it uses NetSuite's CTI telephony setting.

Per user, per role

Each person must complete this setup for every NetSuite role they use. If you switch roles, check Set Preferences → Telephony again.

  1. Log in to NetSuite.
  2. Go to Home → Set Preferences.
  3. Open the Telephony tab.
  4. Under Telephony Option, choose CTI.
  5. For CTI URL, paste: 
    https://phone.proteloinc.com/?tel={phone}
    • Do not replace {phone} — NetSuite substitutes the number when you click to dial.
  6. Save your preferences.

Clicking a phone number in NetSuite opens RingCentral for NetSuite Pro and starts the call. If you also completed step 4, tel: links elsewhere in the browser use the same app.

You're set

Day-to-day, RingCentral for NetSuite Pro runs in a single tab (or installed window). When a call comes in, you'll hear your ringtone and see a banner — click Answer and start talking.

Making a CallDialer, transfers, recording, notes. Receiving a CallBanners, ringtones, missed-call recovery. SMSThreaded conversations, real-time inbound. ContactsRingCentral + NetSuite directory. VoicemailsPlayback, call-back, auto-refresh. Mic TroubleshootingWhat to do if your mic doesn't work.

Got stuck?

If something doesn't work, the most common causes are:

  • No microphone permission — browser blocked your mic. See Microphone Troubleshooting.
  • RingCentral not connected — the green chip in Settings → Integrations isn't lit.
  • Multiple tabs open — only one tab can ring. See Multiple Tabs.