Add users to a waiting area

If you are a system administrator, organisation administrator, or service administrator, you can add users to a waiting area, view and edit their roles, and email them.

Tip: For a list of tasks administrators can perform, see Roles and permissions.

Add a user to a waiting area

Manage waiting area user roles

Email waiting area users

Add a user to a waiting area

1. From the main menu, select Waiting Areas and select or search for the one you need.

2. Select (Settings button) and then Manage Users.

3. Select Add Users. The Add Users dialog opens.

4. If the person you want to add:

   • does not have a user account for the video call management console, enter their email address in the Email addresses or names field. They will receive an email invitation to create a user account.

   • has a user account for the video call management console, enter their name or email address into the Email addresses or names field and then select their email address when it appears.

     Repeat this step as often as required, to add all the people you need.

   Note: Everyone you select will be assigned the same roles in the waiting area (see next step). If anyone already has one or more of the selected roles, the system will only assign the additional roles.

5. Select the check box of each role that you want to assign.

6. (Optional) Enter a custom message that will be added to the default information in the email each user receives.

7. Select Save. The Manage Users list reflects the changes, and each user receives an email, advising them of the change to their roles.

Manage waiting area user roles

To modify the roles a waiting area user has:

1. From the main menu, select Waiting Areas and select or search for the one you need.

2. Select (Settings button) and then Manage Users.

3. Select a user's name and then select Manage Roles. The Manage Roles dialog opens.

4. Select the roles you want to add to the person's account, or deselect those you want to remove.

5. Select Save. The Roles column of the Manage Users list displays your changes, and a confirmation email is sent to both you and the person whose roles have changed.

Email waiting area users

If you need to email all waiting area users:

1. From the Manage Users screen, select Email Users.

2. Choose one of the options:

   • Email all (opens default email client): Creates a new email message in your email system with all recipients (maximum of 50) listed in the blind carbon copy (BCC) field. If there are more than 50 recipients, this option is inactive.

   • Copy email addresses to clipboard: Allows you to paste the addresses into the To field of a new email message.

   • Download CSV list: Allows you to download the list of email addresses for bulk upload into another system.