Moderators and other user types can be added to the Conferencing Hub through the Administration page. When adding a moderator, you will need to provide general account information, and contact information. Moderators can only be added by administrators.
J Tip:
· If you are adding a moderator account that is similar to an existing moderator account, it is recommended that you copy the existing user account and edit that copy to make the new moderator.
Use the following procedure to add a new moderator to the Conferencing Hub.
: Adding a New Moderator
1. Navigate to the Add a Moderator page by selecting Moderator Management > Add a Moderator from the Administration menu. The Moderators page opens.
2. From the Moderators page, click the Add New Moderator link located below the moderator search tools. The Add Moderator page opens.
3. From the Company field, select the company to which the moderator being created belongs.
4. From the Hub drop-down list, select the Conferencing Hub to which this user will have access.
5. From the User Type drop-down list, select the user type that reflects the level of access this moderator will have on the Conferencing Hub. The user types are:
· Hub Group Administrator: manages hub administrators, users, and themselves
· Hub Administrator: manages users and themselves
· Hub Moderator: manages themselves
! Note:
· You will only see user types to which your own user account has access.
6. The Bill To ID field is not editable. It contains the ID to which charges incurred by this user account will be billed.
7. The Purchase Order/Cost Center field allows you to enter a purchase order or cost center number for tracking and billing purposes, if your company uses one.
8. In the Contact Information section of the page, provide all of the contact information for the moderator being created. The information requested is:
· First Name
· Last Name
· Job Title
· Country
· Address
· City/Town/Locality
· State
· Province
· Zip/Postal Code
· Fax
· Office Phone and Extension
· Email
· Time Zone
! Note:
· If you would like to use the provided contact information of the company that you selected from the Company drop-down list instead of entering different information for this moderator, select the Use Company Contact Information checkbox. The Country, Address, City, State (or Province) and Zip/Postal Code will be filled with the company information and cannot be edited. You will still need to provide the Fax, Phone, Email, and Time Zone information in the fields that are provided.
9. The Audio Conference Account field lists the type of account that will be used for audio conferences run by this moderator from the Conferencing Hub.
10. The Conference Account Title field allows you to give a name to the audio conference account that is created for this moderator. This is helpful if the moderator will have multiple audio conference accounts, allowing them to easily reference them.
11. In the Passcode Options section of the page, select the passcode option you would like to use with the audio conference account.
· Moderator and Participant Passcodes Vary by One Number: If you select this option, the passcodes for the audio conference for both participants and moderators will differ only by one number, the last digit.
· Moderator and Participant Passcodes are Completely Different: If you select this option the passcodes for the audio conference for both participants and moderators will be completely different.
· Custom (Use 7 or 10 Digit for passcode): If you choose this option, enter the Moderator Passcode and the Participant Passcode in the fields provided. The passcodes must be either seven or ten digits long.
· Moderator and Participant Use Same Passcode: If you choose this option, the Passcode that will be used by both the moderator and by participants will be automatically generated when the conference account is saved. Enter the additional Security Code that will be used to the moderator to join an audio conference run from this account. This is in addition to the passcode.
12. In the Advanced Options section, click the plus sign beside the Conference Options field to view the options.
13. In the When Participant Joins and When Participant Exists fields, choose the options that you would like to apply to the audio conference account.
· Silent Entry: No sound is made.
· Play Tone: A tone is heard upon participant entry or exit.
· Announce Name: The participant name, recorded when they dial into the conference, is heard upon their entry or exit.
14. In the Other Audio Options section of the page, select the audio options you would like available for conferences scheduled or started that use this audio conference account.
· Music On Hold: If you select this option, callers who dial into the audio conference with the participant passcode will be put on hold with music until the moderator joins the call as the moderator of the conference. If you do not select this option, participants will be placed in conference automatically, whether the moderator has joined or not.
· Validate Moderator: If you select this option, the audio conference moderator will be asked to enter their Premiere client ID and their moderator passcode to enter the conference. Also, all participants will be placed on hold with music until the moderator has dialed in and done this.
· Override PO/Billing Code: If you select this option, and if the audio conference requires a purchase order or billing code number, when the moderator dials into the conference, they will be prompted for a new PO/Billing Code (followed by the # sign). When they enter this number, it overrides all other PO/Billing Codes that have been assigned to the conference.
· Record Participants Name for Roll-Call: If you select this option, when participant dial into the audio conference, they will be prompted to state their name. You can additionally choose to Play Roll-Call for Moderator when the moderator joins the conference, or choose Skip Roll-Call for Moderator.
· Send Post Conference Reports: After each conference has ended, a basic, preliminary report of the conference can be sent to the moderator at the email address provided in the contact information above.
· Secure Touch: If you select this option, you activate a number of security features for the audio conference: Announce Name on entry/exit, Music on Hold, Roll-Call, and Validate Moderator.
Depending on the other audio options you select, you may be required to select different supporting options. The Conferencing Hub will inform you of this when necessary by providing instructions in red text on the screen.
15. If you would like the moderator you are creating to receive a confirmation email that their account has been created, select the Send Confirmation Email to Moderator checkbox. The email will be sent to the address you provided in the Contact Information section above. If you would like to "carbon-copy" or "blind carbon-copy" anyone else on this confirmation email, enter their email addresses in the CC and BCC fields.
16. Click the Save button to complete the process of adding the user to the Conferencing Hub and return to the Moderators page.
A confirmation of the newly created moderator, with their Client ID, Web Password, passcodes and phone numbers is displayed on the page. The new moderator can use the Client ID and Web Password listed here to sign into the Conferencing Hub.
! Note:
· The password shown in the Web Password field is system-generated. If you want to create a more user-friendly password for the moderator, you can edit the moderator and change the password.
· Moderators can also change their own passwords through the My Profile link, by editing their contact information.
