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Roles & Permissions

RingCentral for NetSuite Pro has two roles:

Role Who
Member Standard employees using RingCentral for NetSuite Pro for calls, SMS, and contacts
Company Admin Org administrators who manage the team and configure integrations

Capability Matrix

Capability Member Company Admin
Dial, receive, mute, transfer, record calls ✓ ✓
Send and receive SMS ✓ ✓
View and play back voicemails ✓ ✓
Search contacts; create NetSuite contacts ✓ ✓
Personal settings (account, notifications, ringtone, password) ✓ ✓
Connect own RingCentral account ✓ ✓
Register tel: link handler ✓ ✓
Invite Members or Admins to own company — ✓
Cancel pending invites — ✓
Change Member ↔ Admin role for org users — ✓
Reset another user's password — ✓
Configure Call Fields (org-wide) — ✓
Configure Info Links (org-wide) — ✓
Configure NetSuite integration — ✓
Configure RingCentral M2M credentials — ✓
Configure organizer mapping (background call sync) — ✓

Notes

  • Default role: New invitees are Members unless the inviter explicitly selected Admin.
  • Hidden settings: A Member's Settings page hides the Team card, Call Fields, Info Links, and Integration configure buttons.
  • Self-demotion: A Company Admin cannot change their own role. They need another admin to do it.
  • Last-admin guard: Demoting the only admin in an org triggers a confirmation warning. The org's admin features stay locked until Protelo assigns a new Company Admin — contact Protelo for help.

Integration Banners

Banner Who sees it When
Connect RingCentral Any user (Member or Admin) When they have never connected their personal RingCentral account
Integrations Setup Company Admins only When company-level RingCentral M2M or NetSuite is not yet configured

Additional banners (NetSuite session expired, bundle update, notifications, microphone, multiple tabs) are documented in Status Banners.