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InterCall Online User Guide
Table of Contents
Welcome to InterCall Online .................................................................................................................................. 4
User Type Overview .............................................................................................................................................. 4
Feature Overview................................................................................................................................................... 4
Welcome/Login ...................................................................................................................................................... 4
Scheduling Meetings.............................................................................................................................................. 5
Manage Upcoming Meetings ................................................................................................................................. 5
Starting Meetings ................................................................................................................................................... 5
Library .................................................................................................................................................................... 5
Account Management ............................................................................................................................................ 5
Reports................................................................................................................................................................... 6
Review Invoices ..................................................................................................................................................... 6
Customer Support.................................................................................................................................................. 6
Section 2: Getting Help.............................................................................................................................................. 7
Using this Guide..................................................................................................................................................... 7
Customer Support.................................................................................................................................................. 7
Section 3: Getting Started ......................................................................................................................................... 8
The Welcome Page................................................................................................................................................ 8
Logging In the First Time ....................................................................................................................................... 8
Basic Scheduling.................................................................................................................................................. 14
Optional Features................................................................................................................................................. 16
Call Templates ..................................................................................................................................................... 30
Section 5: Manage Upcoming Meetings.................................................................................................................. 32
Section 6: Start a Meeting ....................................................................................................................................... 33
Section 7: My Library ............................................................................................................................................... 34
My Archives.......................................................................................................................................................... 34
My Address Book ................................................................................................................................................. 36
My Templates....................................................................................................................................................... 37
Change Your Administrator Password................................................................................................................. 39
Owner: Set Up New Owner.................................................................................................................................. 40
Operator Assisted Calls ....................................................................................................................................... 43
Reservationless–Plus .......................................................................................................................................... 45
Direct Event.......................................................................................................................................................... 47
Automated............................................................................................................................................................ 47
Web Conferencing ............................................................................................................................................... 48
Other Call Type Options ...................................................................................................................................... 48
Owner: View/Edit Owner Information................................................................................................................... 48
Owner: Manage Owner Activity ........................................................................................................................... 51
Owner: Manage Delegates .................................................................................................................................. 53
Delegate Assignment for Yourself ....................................................................................................................... 54
Account: Set Up New Billing Account Profile....................................................................................................... 56
Account: View/Edit Account Information.............................................................................................................. 59
Company: View/Edit Company Information ......................................................................................................... 61
User Role: Administer Roles................................................................................................................................ 63
Owner Requests: Approve New Owner Requests............................................................................................... 64
Section 9: Reports ................................................................................................................................................... 66
View Reports........................................................................................................................................................ 66
Greatest Attributes Report ................................................................................................................................... 66
Audio Activity Reports.......................................................................................................................................... 67
Web Activity Reports............................................................................................................................................ 68
Stewardship Report.............................................................................................................................................. 68
Minute Report....................................................................................................................................................... 70
Online Reports ..................................................................................................................................................... 72
Mshow Reports .................................................................................................................................................... 72
Live Meeting Reports ........................................................................................................................................... 73
Meeting Center Reports....................................................................................................................................... 74
Section 10: View Invoices........................................................................................................................................ 75
© 2007 InterCall
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