Assign service administrators to waiting areas

If you are a system administrator or organisation administrator, you can assign service administrators to waiting areas.

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

Assign a service administrator

Manage service administrator roles

Email service administrators

Assign a service administrator

To assign a service administrator to a waiting area:

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

2. Select (Settings button) and then select 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.

5. Select the Service Administrator role, and then select Save. The person now appears on the Manage Users list, along with the role you have assigned.

Tip: You can filter the list by selecting the Names column header and entering the first few letters of a service administrator's name. That person will appear at the top of the list; other users will be shaded but can still be selected.

Manage service administrator roles

To modify the roles a service administrator has:

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

2. From the settings panel, select Manage Users.

3. From the Manage Users list, select the person's name and then 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.

   Note: Removing all roles will mean the person is no longer a service administrator.

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

Email service administrators

If you need to email all service administrators:

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

2. From the settings panel, select Manage Users.

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

4. 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.