The webinar on ‘How to Manage Attendees in eScribe’ was for eScribe Administrators who want a brush up on best practices around deleting and adding new users to eScribe, as well as managing Attendee Groups. In this webinar slide deck, you will find the best practices for adding and deleting users to eScribe. Also, you’ll get the right contact to reach out to.

1. escribemeetings.com
Educational Webinar
eScribe Attendee Management

2. Introductions
Educational Webinar – Attendee Management 2
Sandra Grujin, Customer Success Manager
sgrujin@escribemeetings.com
Geeta Nagpal, Customer Education Specialist
gnagpal@escribemeetings.com

3. Agenda
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• Attendee Management Best Practices
Adding Users
Attendee Groups
Managing Users within Attendee Groups
Participant Pro App Access
Voting Access
Deleting Users
• Q & A

4. 4
Go to Webinar How To
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Educational Webinar – Attendee Management

5. Housekeeping
All participants have been muted for the duration of this webinar
Questions can be posted in the questions box
Recording will be available on the Customer Portal within 24 hours
Your feedback is important to us! Please take the time to complete our survey
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Educational Webinar – Attendee Management

6. Getting Started
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Get a list of users that need to be replaced
Where are the users located in eScribe?
Take a look at current set-up
Use quick reference guides from Customer Portal
Refresher training through eScribe Academy if needed

7. Attendee Management
Demonstration

8. Tips & Tricks
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Delete a user to see where they exist
Will indicate if still in a Workflow or Attendee Group
Update Attendees to see what fields are currently used
Don't forget to use "existing meetings" setting checkbox
Copy groups ahead of time

9. Wrap Up
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Customer Portal – Educational Webinars & Archive for previous recordings
Upcoming webinars will be posted there and communicated via email
• Council Orientation Webinar Nov. 24 with Geeta Nagpal and Shivani Mulekar
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10. Next Steps – Points of Contact
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Contact your Customer Success Manager for
• Account specific questions
• Training requests
• Best practice review
Contact support@escribemeetings.com for
• Urgent help
• Troubleshooting

11. Q&A
Webinar Feedback
Survey

12. Thank you
Sandra Grujin
Customer Success Manager
sgrujin@escribemeetings.com
Geeta Nagpal
Customer Education Specialist
gnagpal@escribemeetings.com
Questions: info@escribemeetings.com or 1-888-780-5867