hotComm User Guide

User Guide
Document number: hc.70
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Content Relay Manager is described in these topics:

     Set up a CRM
     Room Setup
     Room Request Form
     Panelists and Moderators      CRM - AEs
     CRM - Puppets      CRM - Admin
     CRM - Blocklist

Panelists and Moderators

A Panelist is a hotComm Standard/Pro user who you want to add to the server as someone who can open and moderate in multiple rooms on the CRM. Because Panelist is a server-level definition, we now reserve it for CRM staff and exceptional customers.

A Room License Holder, who has a room based on their registration, is automatically a Panelist.

Customers can be added as a listed Moderator for a specific room by the Room License Holder or by the CRM Administrator.

Roles

Role	Functions	Product	How to connect
room license holder	Change passwords, manage listed moderators	hotComm Std/Pro	Right-click Relay, select Join My Room as Panelist
Panelist	Session Control, open rooms, can moderate in any room on the server (if they can get in with the password).	hotComm Std/Pro	Right-click Relay, select Join as Panelist
Listed Moderator	Same as Panelist, but for only one room.	hotComm Std/Pro	Same as Panelist
CL Moderator	Session Control	hotComm CL	Use moderator password
CL Presenter	Presentation features	hotComm CL	Use Presenter password.
User	Participate	Any hotComm product	Varies by product.

Panelist Setup

Typically, each room owner adds moderators for their individual rooms. In rare cases, you may want to add panelists to the server. A panelist can log into any room on that server as a moderator if they know the room password. Typically, your support staff will be added as moderators so they can get into multiple rooms.

To add a panelist:

In session 1, click File, then Add Room.
Type in the address of the hotComm Standard/Pro user who you want to add, and click Search.
When the address is found, change the Display to the name that you want to see in the relay server User List and click Add User w/o Notification.
Right-click the name in the Invited List and select Room Profile.
Un-check List room name, so that the panelist is not displayed in the users' User List.
Optionally, reduce the number of users to 2, remove the checkmarks for Java and CL, and add a room password. These steps prevent people from connecting to the room even if they do see it.

Once added, the person joins a room as a panelist by right-clicking the room name and selecting Join as Panelist.

Listed Moderator Setup

You can add moderators for a room through the room profile. The Room License Holder can also add them.