Table Of Contents
Managing Resource Manager Users and User Groups
Creating or Modifying a User Profile
Removing a User Profile
Searching for a User Profile
Updating User Profiles
Creating a User Group
Modifying a User Group
Removing a User Group
Managing Resource Manager Users and User Groups
•
Creating or Modifying a User Profile
•
Removing a User Profile
•
Searching for a User Profile
•
Updating User Profiles
•
Creating a User Group
•
Modifying a User Group
•
Removing a User Group
Creating or Modifying a User Profile
You can add or modify a user profile if Resource Manager uses its own database for storing user profiles.
If your organization is synchronized with an external directory server to provision users, you can only modify the settings stored in Resource Manager, such as virtual room, default terminals, allowed meeting types, groups, and time zone.
You can modify user passwords, e-mail, telephone and time zone settings at Users > My Profile if those settings are not stored in the external directory server.
Note
Before configuring user profiles, set default settings for each user type at Advanced Settings > Default User Settings.
Procedure
Step 1
Click User Management in the sidebar menu.
Step 2
Click Users.
Step 3
Click the link in the Name column for the user you require, or click Add to create a new user profile.
Step 4
Enter the user ID and last name in the relevant fields.
Step 5
(Optional) Enter the first name, e-mail address and password for the user in the relevant fields, and confirm the password.
Step 6
Click Advanced.
Step 7
Select a user type and enter telephone numbers in the relevant fields.
Step 8
Click Select Terminal to assign a default terminal to this user.
Step 9
Click Select next to the Allowed Meeting Types field to restrict this user to a subset of all available meeting types.
By default, all active meeting types are allowed.
Step 10
From the Groups list, select the group to which this user belongs.
Step 11
Select a default time zone.
Local time zones are used by default at User > My Meetings and User > All Meetings.
Step 12
Click OK to save your changes.
The user profile is saved and Resource Manager sends the user a notification e-mail containing login access information.
Removing a User Profile
You cannot remove a user profile if
•
You are provisioning users via an external directory server—The Delete button is disabled.
•
The user is participating in an in-session meeting—You must wait for the user to leave the meeting.
•
The user is the last user with Organization Administrator privileges.
Procedure
Step 1
Click User Management in the sidebar menu.
Step 2
Click Users.
Step 3
Click the user profile you want to delete in the Name column.
Step 4
Click Delete and then OK.
The user profile is deleted from the scheduler and information about the user is removed from the database.
Searching for a User Profile
Procedure
Step 1
Click User Management in the sidebar menu.
Step 2
Click Users.
Step 3
Enter the partial or complete name of the user in the Name field, or enter the partial or complete virtual room for the user in the Virtual Room field.
Step 4
Select the group in which you want to perform the search.
The default is All Groups.
Step 5
Click Search.
Search results are listed.
Step 6
To return to the complete list of users, clear the Name or Virtual Room field, and then click Search.
Updating User Profiles
If your organization uses an external directory server to provision users, you must update the list of Resource Manager user profiles if users are removed from that directory server.
Meeting creation and meeting scheduling issues may arise if you do not update as required.
For more information on managing Resource Manager users defined on an external directory server, see Chapter 15, "Provisioning Resource Manager Users via a Directory Server".
Procedure
Step 1
Click User Management in the sidebar menu.
Step 2
Click Users.
Step 3
Click Update to import an up-to-date list of users from the external directory server.
The import process runs in the background enabling administrators to continue working with the system.
Once the new updated user database is created, users log in to Resource Manager using a directory server login ID and password.
Creating a User Group
Procedure
Step 1
Click User Management in the sidebar menu.
Step 2
Click Groups.
Step 3
Click Add.
Step 4
Enter a name for the group in the Name field.
Step 5
Select participants and terminals from the Available Contacts list and click the right-arrow button to move them to the Selected Contacts list.
Step 6
Click OK to save your changes.
The group appears in the Groups tab list.
Modifying a User Group
You can change the name of a user group.
Procedure
Step 1
Click User Management in the sidebar menu.
Step 2
Click Groups.
Step 3
Click Add.
Step 4
Click the link in the Name column for the user group you require.
Step 5
Modify the name of the user group.
Step 6
Click OK to save your changes.
Removing a User Group
Procedure
Step 1
Click User Management in the sidebar menu.
Step 2
Click Groups.
Step 3
Select the group you want to delete.
Step 4
Click Delete and then OK.
The user group is deleted from the scheduler.