Table Of Contents
Managing Resource Manager Users and User Groups without an External Directory
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
Limiting Individual User Access to Meeting Types
Limiting Group Access to Meeting Types
Configuring Multiple Settings for User Groups
Managing Resource Manager Users and User Groups without an External Directory
•
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
•
Limiting Individual User Access to Meeting Types
•
Limiting Individual User Access to Meeting Types
•
Configuring Multiple Settings for User Groups
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, email, 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
Select User Management in the sidebar menu.
Step 2
Select Users.
Step 3
Select the link in the Name column for the user you require, or select 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, email address and password for the user in the relevant fields, and confirm the password.
Step 6
(Optional) Select Virtual Room Setting to add or modify virtual room settings for the user.
Step 7
Select Advanced.
Step 8
Select a user type and enter telephone numbers in the relevant fields.
Step 9
Select Select Terminal to assign a default terminal to this user.
Step 10
Select 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 11
Select the group to which this user belongs from the Groups list.
Step 12
Select a default time zone.
Local time zones are used by default at User > My Meetings and User > All Meetings.
Step 13
Select Enabled in the Account Status field to activate the user account and allow the user to sign in to Resource Manager.
Step 14
Select a recording policy option for this user from the Recording Policy list.
Step 15
Select a location preference for this user.
Step 16
Enable the user to sign in to Desktop, if required.
Step 17
Select an allowed bandwidth for Desktop calls.
Step 18
Select OK to save your changes.
The user profile is saved and Resource Manager sends the user a notification e-mail containing sign in access information.
Removing a User Profile
You cannot remove a user profile if:
•
You are provisioning users using an external directory server—The Delete button is disabled.
•
The user is participating in an active meeting—You must wait for the user to leave the meeting.
•
The user is the last user configured in the system with Organization Administrator privileges.
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Users.
Step 3
Select the user profile you want to delete in the Name column.
Step 4
Select 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
Select User Management in the sidebar menu.
Step 2
Select 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
Select Search.
Search results are listed.
Step 6
To return to the complete list of users, clear the Name or Virtual Room field, and then select 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.
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Users.
Step 3
Select 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 sign in to Resource Manager using a directory server sign in ID and password.
Creating a User Group
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Groups.
Step 3
Select 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 select the right-arrow button to move them to the Selected Contacts list.
Step 6
Select OK to save your changes.
The group appears in the Groups tab list.
Modifying a User Group
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Groups.
Step 3
Select the link in the Name column for the user group you require.
Step 4
Modify the name of the user group.
Step 5
Select OK to save your changes.
Removing a User Group
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Groups.
Step 3
Select the group you want to delete.
Step 4
Select Delete and then OK.
The user group is deleted from the scheduler.
Limiting Individual User Access to Meeting Types
Meeting types listed on the Active Meeting Types tab are automatically listed in the Meeting Type field at User > Meeting Scheduling > Meeting. You can limit which meeting types are accessible by users.
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Users.
Step 3
Select the link in the Name column for the user you require, or select Add to create a new user profile.
Step 4
Select Advanced.
Step 5
Select Select next to the Allowed Meeting Types field.
Step 6
Select the required meeting types and select OK.
Step 7
Select OK to save your changes.
Limiting Group Access to Meeting Types
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Provisioning.
Step 3
Select one or any of the groups listed in the Available Groups list and select the right-pointing arrow.
Step 4
Select Allowed Meeting Types and select Select.
Step 5
Select the required meeting types and select OK.
Step 6
Select OK to save your changes.
Configuring Multiple Settings for User Groups
The Provisioning tab offers a convenient way to set multiple parameters for large groups of users.
Procedure
Step 1
Select User Management in the sidebar menu.
Step 2
Select Provisioning.
Step 3
Select a group in the Available Groups list and select the right-pointing arrow to move the group to the Selected Groups list.
The following default groups are listed as well as any other groups that you have manually defined or imported from your directory server:
•
All Users
•
System Administrators
•
Operators
•
Meeting Organizers
•
Regular Users
You can select more than one group at a time using the Crtl button on your keyboard.
Step 4
Select and configure the parameters you want to apply to the groups you have selected.
Step 5
Select Update.