AT&T IP Flexible Reach Customer Portal: Group Administrator Support

Manage User Schedules

 

Overview

Create a Schedule for a User

Add an Event to a User's New Schedule

Manage a User's Schedules and Events


Overview

 

As a Group Administrator for the AT&T IP Flexible Reach Customer Portal, you can manage schedules at the group and individual user level.

 

A schedule contains one or more events. These events can occur only once, or they can occur once or at regular intervals.

 

You can create, edit, and delete schedules, as well as add, edit, and delete events to an existing schedule.

 

For more information, see About Schedules and Events.

 

Create a Schedule for a User

 

If you create a schedule for a group that a user is part of, that user is automatically added to that schedule. You can also create a schedule for an individual user.

 

Users can create, edit, and delete their own individual schedules.

 

To create a schedule for an individual user

  1. From any page in the Customer Portal, click USER MANAGEMENT in the main menu bar. The Users List page appears.
  2. Click the name of the user you want to work with. The User Details page appears.
  3. Click the Schedules tab. The Schedules page appears.
  4. Click Create Schedule. The Create Schedule page appears.
  5. Enter a name for the schedule.
  6. For the schedule type, select Holiday or Time. (The Time type is used for all schedules other than Holiday schedules.)
  7. Under Schedule Level, select User.
  8. Click Create. The Schedule Details page for the new schedule appears.

 

Note: After you've created a schedule, you must add one or more events to it.

 

Add an Event to a User's New Schedule

 

A schedule must contain one or more events. The Initial Event is the template for Recurring Events.

 

To add an event to a user's new schedule

When you first create a new schedule, the Schedule Details page appears.

 

  1. To the right of the schedule name, under Actions, click the Edit icon The Edit icon.. The Schedule Details page opens in Edit mode.
  2. Click The Add icon. Add Event. The Add Event page appears.
  3. Under Initial Event, enter the event name.
  4. Enter a start date and an end date for the event.
  5. Enter a start time and an end time for the event.
  6. If you want the event to occur more than once, under Event Recurrence, select whether you want the event to recur daily, weekly, monthly, or yearly.

     

    Note: If this is a one-time event, don't set Event Recurrence.

     

  7. If this event recurs, select the recurrence details, and then select a recurrence end date (if appropriate).

     

    Note: If the event will continue on a daily, weekly, monthly, or yearly interval, don't set Recurrence End.

     

  8. Click Add. The Event Details page appears.
  9. To add more events to this schedule, under Add Event, follow steps 3–8.

 

Manage a User's Schedules and Events

 

You can edit or delete a user's schedules. You can also add, edit, and delete events within a user's schedule.

 

To manage a user's schedules

  1. From any page in the Customer Portal, click USER MANAGEMENT in the main menu bar. The Users List page appears.
  2. Click the name of the user you want to work with. The User Details page appears.
  3. Click the Schedules tab. The Schedules List page appears.
  4. Locate the schedule you want to edit.
    • To edit a schedule, under Actions, click the Edit icon The Edit icon.. (For more information, see Edit a Schedule.)
    • To delete a schedule, under Actions, click the Delete icon The Delete icon.. (For more information, see Delete a Schedule.)

To manage a user's scheduled events

  1. From any page in the Customer Portal, click USER MANAGEMENT in the main menu bar. The Users List page appears.
  2. Click the name of the user you want to work with. The User Details page appears.
  3. Click the Schedules tab. The Schedules List page appears.
  4. Locate the schedule that contains events you want to edit, and then click the schedule name. The Schedule Details page appears.
  5. Scroll down to the Events tile.
    • To create a new event, click The Add icon. Add Event.
    • To edit an event, under Actions, click the Edit icon The Edit icon..
    • To delete an event, under Actions, click the Delete icon The Delete icon..

Manage User Schedules: Related Topics

About Schedules and Events

Search for and View Schedules

Create a Schedule

Edit a Schedule

Delete a Schedule

View, Edit, or Delete an Event

Create an Event

About Users

Users List Page

User Details Page

Search for and View Users

Manage Access to the Customer Portal

View Call Logs

Manage Inbound Call Features

Manage Outbound Call Features

Manage Users in Bulk

 

Enterprise Admin Help

Group Admin Help

Department Admin Help

End User Help