AT&T IP Flexible Reach Customer Portal: Enterprise 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 an Enterprise Administrator for the AT&T IP Flexible Reach Customer Portal, you can manage schedules at an enterprise, group, and individual user level.

 

A schedule contains one or more events. These events can occur only once, or they can recur 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 an enterprise or a group that a user is part of, that user is automatically added to that schedule. You can also create a schedule just for an individual user.

 

Users can also 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 menu bar. The Users List page appears.
  2. From the Users List page, locate the user you want to create a schedule for. Click the user's name. 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. Select whether the schedule type is 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

 

For a schedule to work, you must add one or more events to it. The Initial Event is the template for Recurring Events.

 

To add an event to a user's new schedule immediately after creation

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

 

  1. In the Actions column to the right of the schedule name, 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 end date for the event.
  5. Enter a start time and 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 opens.
  9. To add more events to this schedule, under Add Event, follow steps 3–7.

 

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 menu bar. The Users List page appears.
  2. From the Users List page, locate the user you want to manage schedules for. Click the user's name. 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, click the Edit icon The Edit icon. in the Actions columns. (For more information, see Edit a Schedule.)
    • To delete a schedule, click the Delete icon The Delete icon. in the Actions column. (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 menu bar. The Users List page appears.
  2. From the Users List page, locate the user you want to manage schedules for. Click the user's name. The User Details page appears.
  3. Click the Schedules tab. The Schedules List page appears.
  4. From the Schedules List page, locate the schedule that contains events you want to edit, and then click the schedule name. The Schedule Details page opens.
  5. Scroll down to the Events tile.
    • To create a new event, click The Add icon. Add Event.
    • To edit an event, in the Actions column, click the Edit icon The Edit icon..
    • To delete an event, in the Actions column, 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

User List Page

User Details Page

Search for and View Users

Manage Access to the Customer Portal

Edit User Profiles

View Call Logs

Manage Inbound Call Features

Manage Outbound Call Features

Reassign Users to and from a Trunk Call Routing Scheme