From Web Conferencing

The Account Manager can be viewed as the back-end of your account. Through the Account Manager you will create your meeting rooms, schedule events, manage your recordings, and edit your personal information.

Once you login to your account and you will be taken directly to your Account Manager.

Contents 1 Account Wide Options and Settings 1.1 Meeting Manager 1.2 Profile 2 Meeting Wide Options and Settings 2.1 Create New Meeting Room 2.2 Recordings 2.3 Content Library 2.4 Registrations and Meetings 2.5 Branding Defaults 3 Meeting Control 3.1 Edit Settings 3.2 Upload Slides 3.3 Schedule Meetings and Send Invites 3.4 Manage Polls 3.5 Preview Slides 3.6 Reports 4 Starting Your Meeting

Account Wide Options and Settings

The navigational tabs at the top of the Account Manager page allow you to view and edit settings that are account-wide.

Meeting Manager

The Meeting Manager provides an easy to navigate interface for managing your scheduled events, your recordings, and all the associated settings for each. If you need to invite more people, edit your registration form, cancel a scheduled event, or view your attendance reports, you can do so through the Meeting Manager. If you wish to continue on to the Meeting Manager section of this manual, please click here.

Profile

The profile page contains the particular details of your account. It is divided into four different sections: Monthly Subscripts, Contact Information, Profile Information, and Billing Information. Wherever you see an button you will be able to edit that section of your profile.

Contact Information

This section contains your contact information as well as your meeting display name and time zone setting. This information can be edited at any time by clicking on the edit button.

Profile Information

This profile information section is currently still in Beta, but it gives you the ability to create a public profile where you can share information about yourself as well as list any meetings you make public. This section of the profile also contains your "Meeting Display Name" which allows you to set the name you wish to be displayed inside the meeting application. Click on the "Edit button" to setup your public profile or edit your current one.

Billing Information

This final section of the profile page contains your billing information. You can edit this information if you need to change your billing information. Keeping this section up to date will help ensure your service continues uninterrupted.

Meeting Wide Options and Settings

The navigation bar across the top of the My Account page is used to control options and settings that effect all meeting rooms or are related to specific events.

Create New Meeting Room

From the My account Page of the Account Manager:

1. Click on "Create New Meeting Room" and fill in the informational fields.
2. Enter a title for your meeting room. The Presentation/Meeting Title will be seen by your audience in the invitational email.
3. Enter the topic/summary of the meeting. The Topic/Summary is optional and will be seen only by the account holder as a reminder of the topic and content of the meeting.
4. Entering a password is optional. If a password is entered, it will be emailed out in the invitation and must be entered by each attendee to log in to the meeting room. If this field is left blank, the meeting won't be password protected and the attendees only need to enter their name and email address when logging in. If you wish to use a registration form with passwords or use paypal, a different security system is used. View our Schedule Meetings and Send Invites section for more information.
5. Click Next to load your PowerPoint presentation. Uploading PowerPoint slides is optional. If you wish to skip uploading slides, you can click "Back to My Account." Otherwise, browse through your computer folders to find the location of the PowerPoint slides in your directory and then Submit. It can take several minutes to upload a presentation depending on the size. The file must be in PPT or PPTX format, be created with PowerPoint 2000 or later and have a maximum file size of 50 MB.
6. Once the slides have been uploaded, the screen will say 'Your slides have been uploaded. You are now ready to conduct your presentation.' You can then click on 'Back to My Account' to access your presentations.

To conduct a meeting with PowerPoint slides, a PowerPoint presentation must first be uploaded to your account. However, a PowerPoint presentation is not required and you may conduct a meeting with simply Video, Audio and/or Screen Sharing.

Recordings

If you have created any presentation recordings, they will be available in the “Recordings” section of the Account Manager under the "Manage Additional Features" menu. In this section, all of the recordings you’ve done will be listed. Each recording has the following options:

Edit Recording Info – Allows you to change the title, topic, and password of that specific recording. There is also the option of having the recording require a login, which will prompt the viewer for their name and email before they can view the recording. This option is useful for tracking who views your recordings.

Delete Recording – This will permanently delete the recording. Once the recording has been deleted, it cannot be restored. Use this option very carefully.

Play Recording – This will open a window and play your recording.

Audience URL – This is the web address that you can send to people via e-mail or post on another website such as your company website or a blog. When a user goes to this address, a window will open with your presentation.

Content Library

You have the ability to store additional presentation material in your Content Library.

Your Content Library allows you to store presentation files that you can use from any session that you are doing. Feel free to upload additional documents, Power Point presentations, and image and video files that you would like to use during your sessions.

Registrations and Meetings

The Registrations and Meetings link offers an alternate way to get to the Meeting Manager.

To view the Meeting Manager section of the manual, click here.

Branding Defaults

Use this screen to view and edit the branding options for all your meeting rooms. These options will be used by all meeting rooms unless the meeting room has had its specific branding options set. To brand a specific meeting room, from your Account Manager click on the Edit Settings, and then click on "Brand This Meeting Room".

The branding options allow you to personalize your Web Conference in a variety of ways. These options are broken down into three categories:

Profile Picture

The Profile Picture allows you to display a photo or a company logo in the Meeting Application whenever you are not broadcasting your video. Simply click the Upload Profile Picture button, then click the browse button on the resulting window. Once you have located the picture you would like to use on your computer, double-click it and click Upload, and you will have added your picture. Once uploaded, your picture will automatically be re-sized to fit into a 400x300 box. The aspect ratio of the image you upload will be maintained, so it will not be stretched at all, merely re-sized downwards until it will fit within the reserved space. At any time, another picture can be uploaded to overwrite this picture, or the Remove button can be used to remove it entirely.

Logo

This picture will be displayed on the login screen, as well as the registration and survey forms for your meetings. The process for uploading, changing, or removing the picture is the same as the profile picture.

Background Image
The Background Image allows you to give your meeting room a custom feel, using your company colors and logos. Upload your own or select from our pre-designed backgrounds. Depending on you the image you select, you may wish to take advantage of the Stretch to Fit option available within Meeting Application.

Background Color
The Background Color will be displayed any place in the browser window that is not covered by the Background Image and may be used in lieu of a background image entirely in order to add a background color to your meeting.

Webcast Background
This option will be shown only if your account has an active Webcast format subscription. Like the standard meeting application background, you may choose to upload your own background or select a pre-designed background.

Meeting Control

These six buttons are used to setup and edit a meeting room's options and settings.

Edit Settings

This button will allow you to edit the title, topic, or password of this meeting room.

1. Click on 'Edit Settings'.
2. Make any changes and then click on 'Update Presentation' to save the changed information.
3. If you would like to discard any changes made, click 'Back to My Account'.

Note: If a password has been added, it will then be necessary for the attendees to enter this password to attend the meeting. If the password has been removed, it will no longer be used to log into the presentation.

Upload Slides

If your PowerPoint file for your meeting has been modified and you would like to update it, the whole PowerPoint slide presentation will need to be re-uploaded.

1. Locate the meeting room you would like to update and click on Upload Slides. This will take you to the Presentation Upload screen.
2. Browse and select the PowerPoint presentation you'd like to use to update the current presentation and submit. This will update your presentation to the latest PowerPoint presentation you have selected.

Schedule Meetings and Send Invites

The Schedule Meetings and Send Invites feature is how you can invite attendees to your meeting, gather information about them, and monetize your meeting. This is also how you schedule an event, which allows our system to manage upcoming events as well as automate reminders. Keep in mind, that these steps are not necessary to have a meeting, only if you wish take advantage of our Invite, Registration, Paypal, and Survey systems.

Click here to view the Schedule Meetings and Send Invites section of this manual.

Manage Polls

This tool allows you to create new polls and edit existing ones. On this page you will also find the cumulative results for all active polling questions.

Add a New Poll

This option will allow the creation of a new poll to be used within this meeting room via the Polls tab. The Poll Topic field is where you will ask your question, or any other text you would like displayed, such as a true/false statement. The Answer fields allow up to 5 different answers the attendees will be able to pick from. Click Add Poll when done to add the poll to your meeting room.

Edit Poll

To Edit an existing poll, click the Edit Poll link, located to the right of the Poll Question. This will allow you to change the topic, answers, or even number of votes for each answer. Press Update when done. As well, you can delete the poll by pressing the Delete This Poll Permanently button on the bottom of the screen.

Preview Slides

To preview your presentation and view the slides, click on 'Preview Slides'. The slide preview will allow you to view each slide in your presentation to guarantee you have all the slides you need before the presentation starts. Click on 'next slide' or 'previous slide' to view each slide. If after previewing your slides, you'd like to modify the presentation, click on 'Re-Upload Your Slides' located at the top of the page.

Reports

If you click on the Reports button it will take you to the applicable reports for this meeting room. For more information about available reports see the reports section of the Meeting Manager page.

Starting Your Meeting

To start your meeting click on the green "Start Meeting" button for the meeting you wish to start. You will be notified of any meetings you have scheduled for that day by a notification box:.

If you have a scheduled event and you click "Start Meeting" you will be asked whether you want to start the scheduled meeting or a different unscheduled meeting. If you choose to start your scheduled event that event will be considered completed and will not longer be available to you or your attendees. If you need to run some pre-meeting tests, make sure you choose to start an unscheduled meeting.