How to set Instructions with Custom Terms Agent running Portal Session Room Preview button

Use the following method to set the presentation Portal instructions for the speaker ready room which includes the Session Room Preview button so presenters can view their presentations like they will be seen by attendees.

Use the following method to set the presentation Portal instructions for the speaker ready room which includes the Session Room Preview button so presenters can view their presentations like they will be seen by attendees.

1. Go to Settings > Blocks and terms
2. Under System Terms, search Group Name “portal” and Term Name “agent”

3. Under “Association Override,” enter the instructional text you would like to see in the blue box on Portal. We do have a default text, but anything entered into Association Override will override the default value

4. Make sure the Agent is downloaded to the computer that you will be using. To find the download, search the Knowledge Base for “agent download”
5. Go to Portal > Presentations to view the instructions in the blue box