# Edit Conference

# Overview

This screen is dedicating to editing conference bridges as well as managing the users that can join said conferences. If you are looking to create a New Conference, check out the **[New Conference](https://public.intellasoft.net/books/intellaconference-fES/page/new-conference)** page.

# Editing a Conference

Start by navigating to the **Edit Conference** screen, the table below corresponds with the option for creating a new conference. If you are creating an **Open** conference (this is selected via **Conference Type** option) than you can press the **Save** button, you will see a message stating **Changes Saved**. If you are have selected the conference to function in **Leader Mode, Lecture Mode,** or **Restricted or Private Mode** (selected again via **Conference Mode)**, move on to the next step **Conference Participants**.

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/E8wimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/E8wimage.png)

<span class="confluence-embedded-file-wrapper confluence-embedded-manual-size">![](https://public.intellasoft.net/download/attachments/8031574/1%20-%20Creating%20a%20New%20Conference%20-%20creating%20a%20new.png?version=1&modificationDate=1505480067651&api=v2)</span>

<div class="columnLayout single" data-layout="single" id="bkmrk--2"><div class="cell normal" data-type="normal"><div class="innerCell"><div class="panel conf-macro output-block" data-hasbody="true" data-macro-name="panel" style="border-width: 1px;"><div class="panelContent"><div class="sectionColumnWrapper conf-macro output-block" data-hasbody="true" data-macro-name="section"><div class="sectionMacro"><div class="sectionMacroRow"><div class="columnMacro conf-macro output-block" data-hasbody="true" data-macro-name="column" style="width: 606px; min-width: 606px; max-width: 606px;">  
</div></div></div></div><div class="table-wrap"><table class="relative-table confluenceTable tablesorter tablesorter-default" role="grid" style="width: 78.7391%;"><colgroup><col style="width: 18.9738%;"></col><col style="width: 17.9079%;"></col><col style="width: 63.033%;"></col></colgroup><thead aria-label="Use column header buttons to sort"><tr class="tablesorter-headerRow" role="row"></tr></thead></table>

</div></div></div></div></div></div><div class="columnLayout single" data-layout="single" id="bkmrk-field-type-descripti"><div class="cell normal" data-type="normal"><div class="innerCell"><div class="panel conf-macro output-block" data-hasbody="true" data-macro-name="panel" style="border-width: 1px;"><div class="panelContent"><div class="table-wrap"><table class="relative-table confluenceTable tablesorter tablesorter-default" role="grid" style="width: 78.7391%;"><tbody><tr><td>**Field**  
</td><td>**Type**  
</td><td>**Description**  
</td></tr><tr role="row"><td class="confluenceTd">Conference Room</td><td class="confluenceTd">Numerical Field</td><td class="confluenceTd">Conference room a number (this will be used later to access the conference).</td></tr><tr role="row"><td class="confluenceTd">Conference Name</td><td class="confluenceTd">Field</td><td class="confluenceTd">Descriptive name of the conference room.</td></tr><tr role="row"><td class="confluenceTd">Max Participants</td><td class="confluenceTd">Drop Down</td><td class="confluenceTd">Number of max participants that can join the conference.</td></tr><tr role="row"><td class="confluenceTd">Conference Type</td><td class="confluenceTd">Drop Down</td><td class="confluenceTd">Type of conference; private, restricted or open.</td></tr><tr role="row"><td class="confluenceTd">Start Date</td><td class="confluenceTd">Calendar</td><td class="confluenceTd">Date that the conference will be active.</td></tr><tr role="row"><td class="confluenceTd">Start Time</td><td class="confluenceTd">Drop Down Time</td><td class="confluenceTd">Time the conference will be active (15 minute intervals, 12 hour clock).</td></tr><tr role="row"><td class="confluenceTd">Buffer Time</td><td class="confluenceTd">Drop Down Time</td><td class="confluenceTd">Time that the conference will be available before the start time (5 or 10 minutes).</td></tr><tr role="row"><td class="confluenceTd">Duration</td><td class="confluenceTd">Drop Down Time</td><td class="confluenceTd">Time the conference will remain active (15 minute intervals).</td></tr><tr role="row"><td class="confluenceTd">Recurring</td><td class="confluenceTd">Drop Down</td><td class="confluenceTd">How often the conference will occur at the exact time.</td></tr><tr role="row"><td class="confluenceTd">Recurring End</td><td class="confluenceTd">Calendar</td><td class="confluenceTd">Date the recurring conference will end.</td></tr><tr role="row"><td class="confluenceTd">Lecture Mode</td><td class="confluenceTd">Checkbox</td><td class="confluenceTd">Only the leader is able to speak, other participants are muted.</td></tr><tr role="row"><td class="confluenceTd">Leader Required</td><td class="confluenceTd">Checkbox</td><td class="confluenceTd">If checked the leader must join for the conference start, otherwise starts when first participant joins.</td></tr><tr role="row"><td class="confluenceTd">Automute Mode</td><td class="confluenceTd">Checkbox</td><td class="confluenceTd">Participants are muted upon joining.</td></tr><tr role="row"><td class="confluenceTd">Auto Recording</td><td class="confluenceTd">Checkbox</td><td class="confluenceTd">Recording starts upon the second person joining.</td></tr><tr role="row"><td class="confluenceTd">Save</td><td class="confluenceTd">Button</td><td class="confluenceTd">Saves the conference assuming all requirements have been met.</td></tr></tbody></table>

</div></div></div></div></div></div># Participant Management

#### Available Participants

This panel includes **Participants** that can potentially be added to the Conference in question, note that this panel is only useful if the conference in question has any of the following options selected;

<div class="columnLayout single" data-layout="single" id="bkmrk-lecture-mode---only-"><div class="cell normal" data-type="normal"><div class="innerCell"><div class="panel conf-macro output-block" data-hasbody="true" data-macro-name="panel" style="border-width: 1px;"><div class="panelContent"><div class="sectionColumnWrapper conf-macro output-block" data-hasbody="true" data-macro-name="section"><div class="sectionMacro"><div class="sectionMacroRow"><div class="columnMacro conf-macro output-block" data-hasbody="true" data-macro-name="column">- **Lecture Mode -** Only the leader of the conference can speak.
- **Leader Required -** The leader must join to start the conference.
- **Restricted Conference Type -** Only included participants with a valid pin can join.
- **Private -** User with any valid pin can join.

</div></div></div></div></div></div></div></div></div>All of the previous options are configuring here and in the **Included Participants** panel on the right (more information on this below). To add and manage **Participants** follow the options in the accordance to the table below. After you have added the desired **Participants** move on to the next section **Included Participants.**

Note

Names that are highlighted in blue are Contacts while those that are not highlighted are **System Users**, this is also shown as a Yes or No under the Contact column.

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/QKBimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/QKBimage.png)

<span class="confluence-embedded-file-wrapper confluence-embedded-manual-size">![](https://public.intellasoft.net/download/attachments/8031574/image2017-9-8_10-49-10.png?version=1&modificationDate=1505480153897&api=v2)</span>

<div class="columnLayout single" data-layout="single" id="bkmrk--6"><div class="cell normal" data-type="normal"><div class="innerCell"><div class="panel conf-macro output-block" data-hasbody="true" data-macro-name="panel" style="border-width: 1px;"><div class="panelContent"><div class="sectionColumnWrapper conf-macro output-block" data-hasbody="true" data-macro-name="section"><div class="sectionMacro"><div class="sectionMacroRow"><div class="columnMacro conf-macro output-block" data-hasbody="true" data-macro-name="column" style="width: 606px; min-width: 606px; max-width: 606px;">  
</div></div></div></div><div class="table-wrap"><table class="relative-table confluenceTable tablesorter tablesorter-default" role="grid" style="width: 69.9754%;"><colgroup><col style="width: 7.59757%;"></col><col style="width: 23.1126%;"></col><col style="width: 15.0352%;"></col><col style="width: 54.0627%;"></col></colgroup><thead aria-label="Use column header buttons to sort"><tr class="tablesorter-headerRow" role="row"></tr></thead></table>

</div></div></div></div></div></div><div class="table-wrap" id="bkmrk-item-function-type-d"><table class="relative-table confluenceTable tablesorter tablesorter-default" role="grid" style="width: 69.9754%; height: 350.6px;"><tbody><tr><td>**Item**  
</td><td>**Function**  
</td><td>**Type**  
</td><td>**Description**  
</td></tr><tr role="row" style="height: 63.4px;"><td class="confluenceTd" style="height: 63.4px;">1</td><td class="confluenceTd" style="height: 63.4px;">User Editor</td><td class="confluenceTd" style="height: 63.4px;">Button</td><td class="confluenceTd" style="height: 63.4px;">Jumps to the **System Users** screen.</td></tr><tr role="row" style="height: 63.4px;"><td class="confluenceTd" style="height: 63.4px;">2</td><td class="confluenceTd" style="height: 63.4px;">Contact Editor</td><td class="confluenceTd" style="height: 63.4px;">Button</td><td class="confluenceTd" style="height: 63.4px;">Jumps to the **Personal Contacts** screen.</td></tr><tr role="row" style="height: 46.6px;"><td class="confluenceTd" style="height: 46.6px;">3</td><td class="confluenceTd" style="height: 46.6px;">Quick Find</td><td class="confluenceTd" style="height: 46.6px;">Search Field</td><td class="confluenceTd" style="height: 46.6px;">Search Available Participants.</td></tr><tr role="row" style="height: 130.6px;"><td class="confluenceTd" style="height: 130.6px;">4</td><td class="confluenceTd" style="height: 130.6px;">Available participants</td><td class="confluenceTd" style="height: 130.6px;">Value</td><td class="confluenceTd" style="height: 130.6px;">Shows **available** contacts from personal contacts, corporate directory, and the **System Users** screen.</td></tr><tr role="row" style="height: 46.6px;"><td class="confluenceTd" style="height: 46.6px;">5</td><td class="confluenceTd" style="height: 46.6px;">Include</td><td class="confluenceTd" style="height: 46.6px;">Button</td><td class="confluenceTd" style="height: 46.6px;">Includes **Available Contact.**</td></tr></tbody></table>

</div>#### Included Participants

This panel includes Participants that have been included in the conference in question. As stated previously this is only effective if the conference has certain options set beforehand. In addition to the options included in the column there are also a few buttons that have specific functions as well, as explained below.

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/JUmimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/JUmimage.png)

<div class="table-wrap" id="bkmrk--8"><table class="relative-table confluenceTable tablesorter tablesorter-default" role="grid" style="width: 66.8008%;"><colgroup><col style="width: 11.8888%;"></col><col style="width: 11.9725%;"></col><col style="width: 75.9377%;"></col></colgroup><thead aria-label="Use column header buttons to sort"><tr class="tablesorter-headerRow" role="row"></tr></thead></table>

</div><div class="wiki-content" id="bkmrk-exclude-button-remov"><div class="contentLayout2"><div class="columnLayout single" data-layout="single"><div class="cell normal" data-type="normal"><div class="innerCell"><div class="panel conf-macro output-block" data-hasbody="true" data-macro-name="panel" style="border-width: 1px;"><div class="panelContent"><div class="table-wrap"><table class="relative-table confluenceTable tablesorter tablesorter-default" role="grid" style="width: 66.8008%;"><tbody><tr role="row"><td class="confluenceTd">Exclude</td><td class="confluenceTd">Button</td><td class="confluenceTd">Removes a Participant from Included to Available.</td></tr><tr role="row"><td class="confluenceTd">Name</td><td class="confluenceTd">Value</td><td class="confluenceTd">Name of the contact/user.</td></tr><tr role="row"><td class="confluenceTd">Contact</td><td class="confluenceTd">Value</td><td class="confluenceTd">Defines whether Participant is a contact or a user.</td></tr><tr role="row"><td class="confluenceTd">Leader</td><td class="confluenceTd">Checkbox</td><td class="confluenceTd">Defines whether or not Participant is a leader, **Required** for **Leader Mode** and **Lecture Mode.**</td></tr><tr role="row"><td class="confluenceTd">Moderator</td><td class="confluenceTd">Checbkox</td><td class="confluenceTd">Defines whether or not Participant has options for managing the conference call.</td></tr><tr role="row"><td class="confluenceTd">Notify</td><td class="confluenceTd">Checkbox</td><td class="confluenceTd">Defines whether or not Participants is to be notified when using Notification button.</td></tr><tr role="row"><td class="confluenceTd" colspan="1">Pin</td><td class="confluenceTd" colspan="1">Button/Pin</td><td class="confluenceTd" colspan="1">When press gives the participant a random Pin number for accessing the conference, after pressing the pin will be shown for future reference.</td></tr></tbody></table>

</div><div class="sectionColumnWrapper conf-macro output-block" data-hasbody="true" data-macro-name="section"><div class="sectionMacro"><div class="sectionMacroRow"><div class="columnMacro conf-macro output-block" data-hasbody="true" data-macro-name="column" style="width: 50%; min-width: 50%; max-width: 50%;">  
</div></div></div></div></div></div></div></div></div></div></div>### Notifying Participants

You are able to notify participants via email with meeting details as well their meeting pin. To setup a template for emailing participants check out the **Configuration** screen (coming soon). To notify all the of participants included in a conference click the **Notify All Participants Button,** alternatively if you wish to select a specific set up of participants, check the **Notify** box located in the **Notify** column. When you press either buttons a pop up message will appear stating how many participants have been notified.

<span class="confluence-embedded-file-wrapper">![](https://public.intellasoft.net/download/attachments/8031574/image2017-9-16_18-7-6.png?version=1&modificationDate=1505600280045&api=v2)</span>

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/HSwimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/HSwimage.png)

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/BdZimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/BdZimage.png)

<span class="confluence-embedded-file-wrapper confluence-embedded-manual-size">  
</span>

### Create New Contact

You also have an option to create a new contact which will be added to the web portal. Press the **Create New Contact** button and fill out the information in the pop up accordingly. After you are finished press the **Save** button. The **Contact** will automatically be added as an **Included Contact** after saving.

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/RDMimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/RDMimage.png)

<span class="confluence-embedded-file-wrapper confluence-embedded-manual-size">  
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<span class="confluence-embedded-file-wrapper">![](https://public.intellasoft.net/download/attachments/8031574/image2017-9-16_18-11-31.png?version=1&modificationDate=1505600282876&api=v2)</span>

[![image.png](https://public.intellasoft.net/uploads/images/gallery/2024-08/scaled-1680-/y3Cimage.png)](https://public.intellasoft.net/uploads/images/gallery/2024-08/y3Cimage.png)

<div id="bkmrk--17"><div class="no-print" id="bkmrk--18"></div><div class="pageSection group" id="bkmrk--19"><div class="labels-section-content content-column" entityid="8031574" entitytype="page"><div class="labels-content">  
</div></div></div></div><div class="table-wrap" id="bkmrk--20"><table class="relative-table confluenceTable tablesorter tablesorter-default" role="grid" style="width: 66.8008%;"><colgroup><col style="width: 11.8888%;"></col><col style="width: 11.9725%;"></col><col style="width: 75.9377%;"></col></colgroup><thead aria-label="Use column header buttons to sort"></thead></table>

</div>