Enterprise Secure Chat. Administrative Portal Users Guide. Revision: 1.1. ESChat_Admin_Portal_Guide.docx SLA Corporation

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1 Enterprise Secure Chat Administrative Portal Users Guide Authors: SLA Corporation Revision: 1.1 Last Revision Date: 9/16/2014 8:50:00 AM Filename: ESChat_Admin_Portal_Guide.docx Information is subject to change without notice. SLA Corporation reserves the right to make changes in 1

2 Document History Date Version Comments August 7, Initial Release September 16, Format Changes 2

3 Contents DOCUMENT HISTORY LOG INTO THE ADMIN PORTAL NAVIGATE THE ADMIN PORTAL USERS ADD A SINGLE USER TO DEPARTMENT VIEW/EDIT A SINGLE USER SEND A NEW ACTIVATION CODE TO A USER VIEW/EDIT A USER S FEATURE KEYS VIEW/EDIT FEATURE SETTINGS VIEW/EDIT CLIENT SETTINGS ADD A CONTACT TO A USER VIEW/EDIT A USER S GROUP VIEW/EDIT A USER S DIAGNOSTICS TRACKS, MESSAGES, AND CALLS BULK EDIT USER S DELETE USER(S) BULK ADD USERS BULK ACTIVATE USERS GROUPS CREATE A GROUP ADD USERS TO A GROUP TEMPLATES CREATE A TEMPLATE ADD USERS TO A TEMPLATE RTP GATEWAYS, MAP, ASSOCIATIONS USAGE, ACCOUNT CONTACTS, AND ACCOUNT REPS USAGE ACCOUNT CONTACTS ACCOUNT REPS SUPPORT AND KNOWLEDGEBASE

4 The ESChat Administration Portal provides an interface for Customers to manage their own ESChat accounts. Secure and password protected, administrative logins are provided for one or more technical representatives within a Customer organization. With the Administration portal, you can: Add, delete and modify individual User accounts Add, modify and delete ESChat Groups Modify feature key settings for individual or multiple accounts Change individual contacts View provisioning history, call history, and overall usage Map display with location history options 1 Log into the Admin Portal Once your account has been set up, there are two ways to log into the Management Portal. If you do not yet have an account, contact ESChat Support at , Ext 3 or via t at Option A Credentials In the you received from ESChat Sales, click in the link, Login with your and temporary password. You will be prompted to change create a new password. Option B Through the Home Page Go to the ESChat website ( click on the PARTNER ACCESS link at the bottom of the page Click Forgot Password on the resulting page, and an will be sent to you with a temporary password. 4

5 2 Navigate the Admin Portal When you first login, you will have a view of your Enterprise details. You click tabs to move between different functional areas in the Web Portal. An enterprise is made up of departments, and within each department you will be able to view and modify Users and Groups. Each section has a Show quantity box with drop-down options. Increasing the show quantity makes it easier to view larger departments all at once. There is a search box within each section which helps with very large enterprises. When viewing large enterprises, information will be on multiple pages (even when Show is set to maximum). In this case the bottom right corner will contain the page navigation options. When you initially login, verify that the Departments tab is clicked. 1. Click the line with your department name. (Note: most enterprises have only one department.) 2. Use the resulting tabs - Users, Groups, Templates, RTP Gateways, Map, and Associations to manage your department and User details. 5

6 3 Users Click the Users tab to view all of your Users. The User table shows your enterprise Users current registration state and device information. From here you can add, delete, or modify individual account information, feature keys and contacts. You can also resend activation texts. 3.1 Add a Single User to Department You can add Users to a department one at a time by clicking the Add button at the top of the list. You can add multiple Users at once using the Bulk Add Feature, which is described below in section 3.5. After clicking the Add button, you can enter details in the resulting Add User to Box. The fields are as follows: User Login: Unique User name that will be seen by other devices in the Enterprise. Must be made up of between letters, numbers and. s, from 3-16 characters long. Example formats are John.Smith or Bus.57. Department: When an enterprise has multiple departments, select the correct department here. For more information about contacts across departments see the Associations Tab in section 6.1. First Name: User s first name must be at least one character. Must contain letters or numbers. Last Name: User s last name, must be at least three characters long. Must contain letters or numbers. 6

7 Phone number: 10 digit phone number, with no punctuation. Trusted: NOT RECOMMENDED. Leave grey (un-pressed). Address: valid address, optional. Can be used in addition to, or instead of a phone number for delivery of activation information to the device. Activation Code: There are three ways that an Activation Code is defined. Automatic Used for smartphones and dispatch clients, system will automatically generate a unique activation code and send activation message to the configured valid phone number and/or address. Manual: NOT RECOMMENDED. Use only for a BREW devices if you know the pesn (8 digit hexadecimal number), which can then be entered directly into the resulting Activation Code field. MEID: Used for BREW (Ravine) phones only. After you choose BREW as the type of device, enter the MEID into the resulting Activation Code field. A MEID is 14 digits long, starting with an A (ex. A CE3D) Wireless Carrier: The device s wireless carrier, required to deliver the activation text message to an Android or ios cellular device. Leave this a "None" for a (Ravine(BREW)) phone, since it does not use this activation method. Priority: User Priority can be set to value between 0 (lowest) and 5 (highest). The most significant reason to change this value is to give higher level Users the ability to interrupt ESChat conversations between lower priority Users. An example might be for a bus company to set the drivers at 0 priority, dispatchers at 3, and the owner at 5. That way, the dispatcher has priority over the drivers but the owner, with the highest priority, has the ability to interrupt any lower level ESChat communication. Type of Client: Pull-down lists Client Type options. If you do now know, choose Unknown. Maximal Contacts: With Maximal Contacts off, this User will have no ESChat contacts at initialization. When Maximal Contacts is set to On, the new User will have all department members as ESChat contacts, and the new User will be inserted into all department members contact lists. 7

8 When done, Click Submit to create the account and send an activation text/ to the device. Here is an example of a new BREW (Ravine) User: 8

9 3.2 View/edit A Single User To edit a particular User s information, click the Users tab, find the particular User in the User table, and click the User name in the User Login column. The list will be replaced with the User information. Click the Edit button to change these settings. After making changes, click Submit to commit the changes. If you wish to Resend an Activation message to the User at the time of editing, click Resend Activation instead of Submit. This will save the changes made and resend the activation message at the same time. This button will clear the public key of the phone out of the database. This is NOT RECOMMENDED unless directed by ESChat Support. 9

10 3.2.1 Send a NEW ACTIVATION CODE to a User If a User has never used their ESChat account, or has a replacement device, you will need to resend the activation text or to the device. To do this, follow the steps above in section 3.2 to get to a particular User s Modify User screen. After Clicking Edit to view the Modify User screen, click Resend Activation in the resulting popup. The Activation code will be regenerated and new text message and/or message will be sent to the User with this new information View/edit a User s Feature Keys Feature Keys control the behavior and capabilities of the device. Feature keys can be changed per device or for a group of devices by using Templates. Templates are described in section 5. To change Feature Keys for a particular device, click the Username, the Settings tab, and then click Edit Feature Keys. 10

11 3.2.3 View/edit Feature Settings The resulting box shows the current device Feature Key settings. If the resulting box does not look like the one above that account has been assigned to a Feature Key Template. For more information about Feature Key Templates, see section 5. If you would like to modify the Feature Keys for this account only, you must first click the Unassign from Template button. Feature Keys may be turned on individually. If On, the Feature Key button color will be darker and appear shadowed. If Off, the button will appear with flat grey color. The Feature Keys are separated into sections based on function, and the definitions are: Management Features: Allow Contact Management Allow Group Management Allow Refresh Presence Allow Deactivation Allow User to add or remove Contacts. If turned off, the User s Contacts are controlled by the Administrator only. Allow User to create or remove Groups. If turned off, the User s Groups can only be changed by the Administrator. If on, the User will have the ability to force an immediate Refresh on the device. If this option is off, the device will not include a Refresh button. Automatic presence refresh occurs regardless of this setting. If on, the User will have an option to Sign Out of ESChat. In order to use ESChat again after Deactivation, the User would need to reactivate the account. This is normally not recommended. It is preferable for the User to run ESChat in the background in order to receive calls and notifications. 11

12 Show Contacts Tab Show Groups Tab Show Map on Client Show Settings Menu Default Tab View If on, the device will show the Contacts tab. If on, the device will show the Groups tab. If set to off, the Group tab will not be shown. If on, the device will have the maps tab and the User will be able to view a Map with their contacts locations. If off the User will not be able to view the Map. Allows the User to view and change their ESChat settings on the phone. The default tab is the ESChat functional tab that is displayed when the client is initially foregrounded on the screen or after an ESChat call is finished. PTT Features: Enable PTT Allow DND Show Recents Tab Allow User to initiate PTT calls. Allow client to disable PTT call reception by setting the Do Not Disturb option and allow client to block calls from a contact or group. If off, the client will not include the DnD button/option, and any active DnD state is disabled and any blocked call states are unblocked. If on, the device will show the Recents tab that allows the User to view recent placed and/or missed calls. If set to off, the Recents tab will not be shown. 12

13 Location Features: Send Client Location Allow Location Disable Force Duty Mode Enable Location Tracking Tracking Report Period Tracking Sample Period Send periodic idle client location and real-time in-call location. Allow client to disable sending location from within ESChat. This does not affect the device s overall ability to send location. Display Duty Mode menu option in the client. Duty Mode allows the User to stop reporting location while Off Duty (i.e., at the end of their shift). The device will not report location until the user either starts an ESChat call, talks in an ESChat call, or clicks to enable On Duty Mode. Enable client to send periodic location measurements, which are stored on the server. These measurements and used by the Historical Location Services premium feature, which has an additional cost. Contact ESChat Support for more information. Location Tracking report period in minutes. This controls how often location reports are sent to the server. This feature is only enabled if "Enable Location Tracking" is enabled. Location Tracking sample period in seconds. This feature is only enabled if "Enable Location Tracking" is enabled. 13

14 ESChat Messaging Features: Enable Messaging Collect Sent Message Status If on, allows the User to send and receive ESChat messages and display the Messages tab. If off, messaging is disabled for that User and the Messages tab will not appear. This Android client feature is reserved for use as directed by ESChat Support. Contact ESChat Support for more information. Dispatch Client Features: Allow Voice Record Allow Adhoc Broadcast Allow RTP voice recording from the Dispatch Client If on, allows the Dispatch Client to initiate a Broadcast call to all contacts and displays the Group list as a Department->Group->Member Hierarchy. If off, initiating a Broadcast call to all contacts is not allowed, and the Group list is displayed as a Group->Member hierarchy. Technical ESChat Support Features: Enable Auto Call Tester Enable PM Stats Send Debug Log Enable the Auto Call Tester in the Client. Enabling this feature is not recommended outside of ESChat Support or internal test situations. Enable monitoring of performance monitoring statistics. This feature requires significant resources and should only be turned on by ESChat Support. Force the client to send a debug log to the server once when the configuration update is processed by the client. Should be set only on the recommendation of ESChat Support. 14

15 3.2.4 View/edit Client Settings Changes to these settings effect what is displayed on the target device's Settings (Preference) menu, the UI controls, and client interaction with the device. If Display on Phone is set, the setting may be different as the Customer has access to that specific feature. Note: This list is not refreshed when a user makes a change to a setting on the device. Therefore changes to the settings on the phone will not be reflected here. If Display on Phone is not active then the shown setting will be accurate as the Customer cannot see the feature to adjust manually. While all features are shown, not all apply to both Android and ios (iphone, ipod, and ipad). Here are links to our knowledgebase for each set of device specific definitions: Android ios For the following pages: Light grey indicates Shadowed grey indicates Inactive Active Here are the default settings of these items: 15

16 Call Settings Hide Tabs in Call Wholes Screen as PTT Start Call with Speaker Tap to Toggle PTT Use Surveillance Call Mode When enabled this will hide the tab ribbon at the top of the screen while in a call. Android only. When enabled uses the entire touch screen as the PTT button Disable this to have call audio sent to the headset rather than the speakerphone. When enabled tap to begin speaking and tap to stop rather than push-and-hold. Dim the screen brightness and display as full screen while in a call. Used in combination with Surveillance Call Brightness (switches the level when in surveillance call). Android Only. 16

17 Integration Settings Allow Bluetooth Activate DnD in Silent Mode Activate DnD in Vibrate Mode Call Priority When enabled allow the use of Bluetooth devices within ESChat When enabled if the handset is placed into Silent Mode, ESChat will automatically go into DnD (Do Not Disturb) When enabled if the handset is placed into Vibrate Mode, ESChat will automatically go into DnD (Do Not Disturb). Android only. Describes how ESChat will handle an incoming voice call. Options are None (allows both simultaneously), PTT (incoming voice call is sent to voic ), Voice (ESChat ended and the voice call is allowed), or Current (whichever is in use remains in use). Android only. 17

18 Notification Settings Alert Call Ring Duration Endless Alert on Missed Call Foreground App on Incoming Cal Notify All Missed Calls Notify All New Messages New Message Alert New Message Alert Time The time, in seconds, to ring when receiving an Alert Call. Settings options are 15,20,30,45,60 seconds or No-Timeout. When enabled, ESChat will play a continuous audible alert when a call is missed When enabled, an incoming ESChat call will bring the application to the foreground automatically. When enabled, User is notified of all missed calls regardless of ESChat being in the background. When enabled, User is notified of all new messages regardless of ESChat being in the background. Allows for selection between the handset s default notification tone and, the ESChat Ringtone for new messages. The time, in seconds, which the notification tone plays when a message is received. Options are 1, 10, 15, 20, 30, 45, 60 seconds or No- Timeout. 18

19 . Speaker Settings Minimum Call Start Volume Ring on Incoming Call Vibrate on Incoming Call Tone Volume Play Grant Tone Vibrate on Grant Play Floor Taken Tone Play Floor Idle Tone Play Floor Denied An ESChat call will start with at least this minimum volume level. Adjustable from 0 percent to 100 percent When enabled ESChat will play the ringtone on an incoming call instance. When enabled ESChat will vibrate on an incoming call instance. Sets the volume level for the tone items listed. ESChat will play a notification tone when User is granted the floor. ESChat will vibrate when User is granted the floor. ESChat will play a notification tone when the User takes the floor. ESChat will play a notification tone when the floor goes idle. ESChat will play a notification tone when an attempt to take the floor is 19

20 Tone Play Floor Revoked Tone Play Call Lost Tone denied. ESChat will play a notification tone when the floor is taken from the User. ESChat will play a notification tone when a call is dropped. Headset Settings 20

21 Headset Type Wake Display at Call Start Minimum Call Start Volume Ring on Incoming Call Vibrate on Incoming Call Tone Volume Play Grant Tone Vibrate on Grant Play Floor Taken Tone Play Floor Idle Tone Play Floor Denied Tone Play Floor Revoked Tone Play Call Lost Tone Allows for selection of the type of headset connected. Options are Default (Toggle), Two Pulse, or Delay. When enabled, ESChat will unlock and wake up the display at the start of a call. An ESChat call will start with at least this minimum volume level. Adjustable from 0 percent to 100 percent When enabled ESChat will play the ringtone on an incoming call instance. When enabled ESChat will vibrate on an incoming call instance. Sets the volume level for the tone items listed. ESChat will play a notification tone when User is granted the floor. ESChat will vibrate when User is granted the floor. ESChat will play a notification tone when the User takes the floor. ESChat will play a notification tone when the floor goes idle. ESChat will play a notification tone when an attempt to take the floor is denied. ESChat will play a notification tone when the floor is taken from the User. ESChat will play a notification tone when a call is dropped. 3.2 Add a Contact to A USER Typically ESChat Users have pre-defined Contacts. These can be changed in several ways: Contacts can be added and deleted on the device, if the User has Allow Contact Management Feature Key enabled. The User can be given maximal or all contacts with the Bulk Edit User(s) feature described below in section 3.3. A User s contact list can be changed individually using the procedure described in this section. To view and change a User s contacts, choose the User s name from the User login column to view an individual account and then press the Contacts tab. The resulting list will include all Contacts shown on the device. If you wish to delete any Users from this list, you can check one or more Selected boxes, then click the Delete Contacts button in the box above the list. 21

22 If you wish to add Contacts to the list, click the Add button. The resulting box will show any eligible Users that are not currently in the User s contact list. Select one or more names, then click Done. The selected Users will be added to the User s Contact list. Any User within a department can be added as a Contact. If a department is configured with associated departments, those department Users are also eligible Contacts. 3.4 View/edit A User s Groups To view a User s Groups, choose the User by clicking on the Users name from the User Login Volume to view an individual account and then press the Groups tab. 22

23 The list shows all Groups that the User is a member of. The columns are: Group Name: Name of the group. Group names that include a percentage sign indicate groups created on a device, rather than by the Administrator. There are two types of Groups that can be created on a device: o Personal Groups have the format o Member Groups are indicated with the format GroupName%CreatorsName. Receive Calls: A Yes indicates that this User is configured to receive calls made to this group. A No indicates that the User will not be included when calls are made to this group. Originate Calls: A Yes indicates that this User can originate calls to this group. A No indicates that the User cannot create a call to this Group. Talker Override: If on in a group call, talker override allows members with this option to take the floor from a speaker (providing the speaker does not have talker override as well). If the current speaker has talker override, then the floor cannot be taken from them. This tab is useful for viewing a particular User s Group configuration. To create, modify or delete Groups, please refer to Section 4 - Groups. 23

24 3.5 View/edit A User s Diagnostics The Diagnostics Tab contains the history of account creations and registrations to the ESChat server. Here is a sample of the Diagnostics tab information: This information can be especially helpful when Bulk Uploading Users. You can see the time and date related to the provisioning of the User, as well as the corresponding activation code used at that time. This can help to identify mismatched data, especially when Bulk Loading or Bulk Activation is used. The Action column information displays one of the following values: Created - The User account was created on the server. Activated - The User account was activated by sending the Android/iOS/Dispatch client an activation message. Updated - The User account was updated on the server. Provisioned - The User account was provisioned on the client device. 24

25 3.6 Tracks, Messages, and Calls Historical Location Tracking is an additional feature that allows an administrator the capability of reviewing the past location data from ESChat devices within their Enterprise. Through the management portal, the location information can be viewed graphically or downloaded to a spreadsheet. This a paid upgrade available at $3.00 / month per client tracked above the standard client price. This subscription includes: - 6 months of stored data - Enhanced location information including direction, speed, and location (latitude and longitude) per track point - Tracking data available in Excel format for download 25

26 For Messages and Calls, there are selectable options for a date/time range and number of records to display. Once either tab is selected the option box will open just below the tab, set your date/time range and the number or records to display and click Apply. Data found will be displayed below the option box. Show the history of messages sent from and to this User as well as the message text contents. 26

27 Show the call history Meta data (time, direction, initiator, recipient, group, type and end reason) for this User. 3.7 Bulk Edit User s A few fields can be changed for several Users at once. To do this, click the Users bar, use the selected check box to pick the User(s) to be edited, and then click the Bulk Edit Users button. 27

28 28

29 To make changes, set the following editable fields: Department: Users can be moved between departments. Note, your enterprise must have more than one department configured, and you must have the ability to manage more than one department. Wireless Carrier: The wireless carrier can be changed for one or more Users, by selecting one of the options in the pull down menu. User Priority: User Priority can be set to value between 0 (lowest) and 5 (highest). The most significant reason to change this value is to give higher level Users the ability to interrupt ESChat conversations between lower priority Users. An example might be for a bus company to set the drivers at 0 priority, dispatchers at 3, and the owner at 5. That way, the dispatcher has priority over the drivers but the owner, with the highest priority, has the ability to interrupt any lower level ESChat communication. Type of Client: The defined Type of Client can be changed to one of the devices listed in the pull down menu. Maximal Contacts: Clicking the Maximal Contacts button is a way to make sure that the selected User(s) have contact lists set up with all Users. When on, the selected User(s) to have all other members of the department added to their contact list, and the selected User(s) to be inserted into all other department members contact lists. After making the edit changes, click Submit. To not make any changes, click the Cancel button. 3.8 Delete User(s) To delete one or more Users, place a check mark in the select box to the left of the User Login column. Once the User(s) to delete have been selected, the Delete button will become available. Click Delete to remove the User(s). Note, when Users have been deleted, they will be removed from other Users contact lists and any groups they had been a member of. 29

30 3.9 Bulk Add Users ESChat has a provision to allow a Bulk Upload of Users. Bulk upload allows you to batch load Users from an Excel (.CSV) sheet. From the User tab, first download the Bulk User Template: The template is in Excel format and looks like this: The fields are: User Login: Unique User name that will be seen by other devices in the Enterprise. Must be made up of characters, numbers and. s, from 3-16 characters long. Example formats are John.Smith or Bus.57. First Name: User s first name, must be at least one character. Last Name: User s last name, must be at least one character. Phone Number & Address: One or both of these fields should be populated. Activation Messages will be delivered based on which fields are populated. If both fields are populated, the User will get both an SMS and activation. MEID: Used for BREW (Ravine) phones only. A MEID is 14 digits long, starting with an A. If the device is not a Ravine (BREW), leave this field blank. The following fields have a drop-down menu for completion: 30

31 Wireless Carrier: Select the correct carrier for this User. This information is required for addressing the activation SMS. Client Type: Select the correct type for this User. The options are : BREW, Android, ios, Dispatch PC, and Radio Gateway Activation Type: Select Activation Code for immediate activation upon upload, Inactive for manual activation later, and MEID for use with Ravine. Maximal Contacts: Select Yes to have all department members added to the new User s contact list and to include the new User into their contact lists. To not change any contact lists, select No. The following fields are not required and may be left blank: Feature Key Template: If you have a Feature Key Template already built that you would like to assign these new User to, type the name of the template here. Settings Template: If you have a Settings Template built you would assign it here. Once filled out, you will need to save as a.csv (comma separated value) file. 31

32 Here is a sample Bulk Upload with an Android phone, iphone, Ravine(BREW) phone, Android Tablet, and a Dispatch PC. After saving the files as a.csv, open the saved.csv file in Notepad remove any extra spaces before or after each entry. Once the.csv is ready, from the portal select the Bulk Add Users button and point it to the.csv file to upload. If any errors are found in the file, a popup will include information about the error: After correcting the fields a successful upload looks like this: 32

33 3.10 Bulk ACtivate Users ESChat provides a Bulk Activation option. Bulk Activation can be used after bulk loading Users in the Inactive state, so that a large number of Users can be activated without editing them one by one. To use this, download and populate the Bulk Activate Users Template list with a list of inactive Usernames that you wish to activate. The template can be downloaded from: To bulk activate, simply populate the User id column with the User login names of the inactive Users to be activated. Just like a Bulk User Load, save as a.csv and then select the Bulk Activate Users button to upload the.csv file. 33

34 4 Groups Click the Group tab to view all of your groups. The table shows the Group Name, Group Type and the Group Priority. From here you can create groups, delete groups and modify individual group settings, including adding or removing group members. 4.1 Create a Group To create a Group, click on the Add button at the top of the Group list. Within the create Group menu you will be able to Name, Describe, and set the type of the Group as well as assign a priority level to this group. 34

35 Five types of groups can be created: Open - Open Groups are publically visible for Users in your enterprise that have the appropriate priority. Users with appropriate priority access may join an Open Group. Closed - Closed Groups are not publically visible for Users other than the members of the Group. Members must be managed from the web portal. Closed Groups are the most commonly used group type. Dispatch - Dispatch Groups are useful for creating groups that can be called by many ESChat Users. Users set up as Receivers will receive calls made to this group. Initiators can call the group, but are not included in when someone else calls the group. Surveillance - The Surveillance Channel Group type mimics an LMR Radio, with a dedicated channel that Users can join and leave over time. Once started, the call will stay open until a configurable idle time period or until last the User has left the call. Based on configuration, the call can be idle for up to 2 hours before the call will be dropped. Configuration parameters may be changed on web portal. Unicast -The Unicast Channel Group type is similar to the Surveillance group. It is a dedicated channel that Users can join and leave over time. The difference is that the Unicast Channel ESChat supports one way communication. In a Unicast Group, one User is allowed to hold the floor indefinitely, preventing others from taking the floor. NOTE: For most needs, it is recommended to select the type of group that best fits your situation, leave all other options as they default, name the group and select submit. 35

36 4.2 Add Users to a group Select the Group then click the Members tab. The Members list will open. This list shows the Users currently in the group as well as the abilities assigned to each User (Receive Calls, Originate Calls, and Talker Override). Removal of a User is done from this list. Click the Selected box for one or more Users to be removed, and then click the Delete button. The Add User option shows the available Users which may be added to this group. The abilities available to Users are: Receive Calls: This controls this User s ability to receive calls from this group. Originate Calls: This controls this User s ability to create calls to this group. Talker Override: This controls the User s ability to take the floor from another User. If the current speaker has talker override, then the floor cannot be taken from them. Add Users by checking the select box to the left of the User login column. Once all Users to be added have been selected, click Done in the bottom right corner. Note: Editing of a member s settings is done by removing and re-adding the member to 36

37 the Group. 5 Templates Templates are used to set a specific configuration of feature keys that will be applied to a number of Users. To modify Templates, click the Template tab underneath department. 5.1 Create a Template There are two types of templates available : Feature Keys and Settings To create a Template, select the type of template then click the Add button. This will bring up the Template screen. Enter a Template name, adjust the feature keys or client settings for this template and click Submit. Refer to description of the Feature Keys in section and Client Settings in section

38 5.2 Add Users to a Template Users can be assigned to a Template after it has been created. The same process is used to modify currently assigned Users. Select the Template by clicking on the template name. This brings up a window similar to the add template window with a new tab next to Settings labeled Assigned Users. Click the Assigned Users tab to show the currently assigned Users to add or remove of Users. The Assign Users button allows new Users to be added. Removing a User is done by checking the Selected box of the intended User(s) to be removed from the template and then clicking the Unassign Users button. 38

39 When you attempt to edit the feature keys or client settings for a user that is assigned to a template, the resulting box will indicate that the user sis currently assigned to a template. Users can also be removed from the template by clicking the Unassign from Template button. 39

40 6 RTP Gateways, Map, Associations Setting is reserved for Customers using an LMR interface. Changes are NOT RECOMMENDED. The map tab is used to show department Users that are currently logged in and reporting location. This display DOES NOT refresh automatically. To update locations, click the refresh button to the right of the map. Users logged in are shown to the right of the map display. Click on a User to have them identified on the map. The association tab allows for contacts to be added/shared when an enterprise has multiple departments. An example of associated departments could be a Maintaince department and an Operations department within the same company, in which Users need cross department contacts. Note: Only an account contact with the Admin role can add associations. 40

41 7 Usage, Account COntacts, and Account Reps 7.1 Usage The usage tab will display 3 graphs showing the usage by this Customer. 1. The first graph is Number of Users vs. Date. 2. The second graph is Number of Calls vs. Date. 3. The third graph is Call Duration (minutes) vs. Date. 41

42 7.2 Account Contacts The Account Contacts Tab will show the authorized contact person(s) for this Customer. For each contact there are roles which allow different levels of access: Primary Role - This contact is the main contact for this company. Admin Role This contact will have access to all departments within this Enterprise. Technical Role This contact has administrative access to one or more departments. Billing Role - Reserved for ESChat use. 7.3 Account Reps The Account Reps Tab will display any associated sales agent. Commonly when, setup by a Wireless Sales Agent, the Agent s information will appear here. 42

43 8 Support and Knowledgebase For walkthroughs and device specific information please visit the knowledgebase at: Support is available on a 24/7 basis via: Telephone: x3 43

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