Setting up your 3CX WebMeeting Account
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Setting up your 3CX WebMeeting Account

Setting up your 3CX WebMeeting Account

After purchasing 3CX WebMeeting you will need to configure your account. This entails:

  • Deciding which users will have access to 3CX WebMeeting.
  • Creating Public Contacts.
  • Configuring Default Meeting Settings.

Once you decide which users will have access, you can assign each user with an account to which they can use to login and start holding meetings.

To do this you will need to have the 3CX WebMeeting Admin Welcome email ready, which includes the Portal URL as well as your login credentials.

Configuring 3CX WebMeeting Access

One of 3CX WebMeeting’s cool feature is that you can give everyone within your company the ability to hold web meetings - there is no per user cost!

Nonetheless you must specify which users have access and create accounts for them. You can do this by specifying the users one by one or importing them from a .csv file. You can also configure Active Directory Integration, which means your users can login with their AD credentials. To do this:

Creating Users One by One

  1. Login to the 3CX WebMeeting Admin portal. Click the link in the welcome email and login using your email address and password.
  2. Navigate to the “Admin” page and click “Create new”.
  3. Enter the user’s Email & Name.
  4. Optionally enter a Phone, Mobile, Extension number and User picture.
  5. If you wish you can give a user limited time access to 3CX WebMeeting using the expiry date feature.
  6. Select how much space the user is allowed for documents and recordings.
  7. Click “Save”.
  8. Repeat the steps above to create another user.

Import Users via .csv file

If you have a large number of users it is best to import them all in one go. To do this:

  1. Prepare your .csv file with a user on each line formatted as follows:
  • EmailAddress: “johndoe@example.com”, “John Doe”
  1. Now click the “Admin” tab, on the top menu bar.
  2. Select “Portal” from the menu on the left.
  3. Switch to the “Import users” tab and click “Upload .csv”.
  4. Select the .csv file you wish to import and click “Open”.
  5. A list containing all the recognized contacts in the .csv file will be displayed.
  6. Click “Save” to import all displayed users.

Configuring Active Directory

See the full guide on how to configure and Enable Active Directory / LDAP Authentication.

Once you have created your user accounts, the users will receive an email containing the information required to access and login to the portal.

Creating Public Contacts

A public contact is a contact that is visible to all 3CX WebMeeting Server users. Users can invite a public contact to join a web meeting but they cannot edit the contact’s details.These contacts can only be added and edited by the administrator. To distinguish them from private contacts, public contacts are shown in bold. To add Public Contacts:

  1. Navigate to the “Meetings” page and select “Address book” from the menu.
  2. Click “Create new”.
  3. Fill in your contact’s Name, Email, Phone, Mobile Phone and Extension numbers.
  4. Select the “Invite e-mail language” from the list of available languages.
  5. Under “Contact type”, make sure “Public” is selected.
  6. Click “Save”.

Creating Groups

You can create contact groups to better manage your contacts. Groups can be used to select and invite multiple participants at the same time. Select an existing group in which the contact will be added, or create a new group by entering the group’s name. In this example, we created a new public contact in a new group called Team Meetings.

Setting Default Meeting Options 

You can configure default settings for meetings created by any of your users. These settings might need adjustment based on the available bandwidth. These options control the quality of the video and audio that is transmitted to your meetings. Note that changes here affect bandwidth utilisation, and are also dependent on each participant’s hardware. Raising these quality options might have a negative effect on the connection quality of your meetings. Make sure to test your configurations to ensure optimal results.

Meeting Default

To set Default Meeting options:

  1. Navigate to the “Admin” page and from the menu on the left select “Portal”
  2. Switch to the “Meeting defaults” tab.
  3. Video bandwidth: Controls the average video upload bandwidth available for all participants.
  4. Sharing bandwidth: Controls the average screen sharing upload bandwidth available for all participants.

Multimedia Control Unit (MCU)

The MCU is basically where meetings take place. You can specify which MCU to use and choose one that is closer to your participants for optimal video delivery. For Example, if your users are based in Europe then you can choose the “Europe” MCU.

By default the MCU setting is set to ‘No Preference’, this means that when your users create meetings the less used MCU’s will be chosen automatically to host the meetings.

To set a specific MCU for your portal:

  1. Navigate to the “Admin” page and from the menu on the left select “Portal", then switch to the “MCU” tab.
  2. From the “Default portal MCU” drop down menu, choose the location that is closest to your participants and click “Save”.

From now on when a user creates a meeting only the MCU you have chosen will be used to host the meeting.

 

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Ask a Question

Please only post questions in regards to the document you are currently reading.
Technical support or pre sales questions must be posted via the support or sales channels and such comments will be deleted. Thank you for understanding

Leave a Reply

  1. Rudy Jaros

    How can I force the user to set a new password the first time? Their appears to be an option “Force new password” but no documentation for this

    June 29, 2015 at 6:02 pm Reply
    • Charalambos Eleftheriou

      Hi Rudy, When you set up a new user in your web meeting portal a password is generated automatically and emailed to them. The force password field allows you to set your own password for the user. The user can manually change their password from their My Account page.

      June 29, 2015 at 8:29 pm
  2. Johnny

    Hi,

    I’ve forgotten the Admin Username and Password for the Account Management section inside the 3CX Settings > Webmeeting > Account Management. How can I retrieve or reset the username and password? I’ve followed the message to contact 3CX Support by sending an email request to info@3cx.com but so far I have not received an response. Please advise.

    Thank you!

    October 29, 2015 at 12:06 am Reply
    • Charalambos Eleftheriou

      @Johnny, thanks for the question. You will have to open a ticket with our support team in in order for them to look into this for you. If you are not a partner yourself or do not have a support contract please contact your 3CX reseller/partner to open a ticket on your behalf.

      October 29, 2015 at 3:12 pm
  3. I have tried to use the Webmeeting component with one of our enterprise clients and although we connected, we could not get any audio to work. I assume this is a port problem. What ports are used by the hosted WebMeeting?

    I have also been exploring WebRTC and I would like you to confirm that a WebRTC connection does not allow the caller to share their screen, only the 3CX phone system user.

    Thanks
    Reef

    November 16, 2015 at 2:56 am Reply
    • Charalambos Eleftheriou

      @Reef, Thanks for the question. Due to the limitation of these in page comments we are unable to offer direct support for issues that require investigation to resolve. Please contact your 3CX reseller/partner or distributor to open a ticket with our support team so that they can look into this for you.

      November 16, 2015 at 4:43 pm
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