Chatroom Management – CTI Meeting Technology knowledge base

Presenter Chatroom Change Checklist

Use the following checklist if an administrator wants to add, remove, or change a presenter role in a chatroom.

1. Go to Onsite > Chatroom dashboard
– Optionally switch ON the Advanced search. Search by Room, Type, and Title to filter the list. Click the “target” for available search options

2. Use the three dots in the upper left-hand corner to Clear All the chatrooms to make sure no previous selections remain

3. Select the chatroom(s) you would like to update by checking the box(es)

4. Hover over one of the chatrooms and click the Details arrow of the selected chatroom
– Hover over the person you want to remove and use the trash can to delete
– Select “Add Chatroom Roles.” Enter the first name, last name, and email address of the presenter (this person must already be in the People dashboard)
– Make sure to check the “Presenter” flag for the new presenter (shown below)

5. Regenerate the Chatroom
– Go back to the Chatroom dashboard
– You should still have at least one chatroom selected from step 3. Click “Generate room” in the upper right-hand corner (shown below)

Assign the Chatroom Presenters

If no presentation chatrooms have been created or you need to add Presenters to chatrooms, follow these steps:
1. Go to the Presentations dashboard
2. Select the presentation boxes you would like to add chat notifications for presenters. Use the advanced search to filter the presentations
3. Click the bulk action icon “Add chatrooms”
4. Check “Add presenter to chatroom”
5. Click “ADD”

Check the Chatrooms for Presenters
1. Go to Onsite > Chatroom dashboard
2. Select a Chatroom
3. Make sure the Presenter flag is checked for the presenters that want to receive the chatroom notifications. Unchecking the flag below unassigns the presenter from the chat email notifications at any point.

Add Chatroom Roles in details pages

An admin user can now add Chatroom Roles from within each session, presentation, booth, and network lounge. This update is targeted to help virtual meeting organizers save time and give even more control over their chatrooms.

The Session details card highlighted below appears when a Chatroom has been added to a session either by bulk action in the Session dashboard or via Onsite > Chatroom dashboard.

To add a chatroom role to the session:
1. Click “Add Chatroom Role”
2. Type the first name, last name, and email as it appears in the Person details
3. Select Moderator or Presenter for that person’s session chatroom role

Bulk Assign Chatrooms for Booth and Networking Lounge Dashboards

We implemented bulk actions for booths and the networking lounge tabs under Onsite. This change saves admins time from manually creating new chatrooms from the dropdown in the Chatroom dashboard.

We implemented bulk actions for booths and the networking lounge tabs under Onsite. This change saves admins time from manually creating new chatrooms from the dropdown in the Chatroom dashboard shown below:

To assign booth and lounge chatrooms:
1. Go to the booth or lounge tab under Onsite and select all or only preferred items
2. Click the popup to the upper right “Add chatrooms”
3. Click “Add”