manager user guide

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Page 21 Skype Manager User Guide

4.5 Deleting invites to members with personalSkype accounts

To delete an invite:

1. Click Members in the toolbar.

2. In the menu on the left, click Manage Invites.

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Manager is displayed.

3. Check the box next to each member to whose invite you want to delete.

4. Click Delete invites.

4.6 Managing your members

Once you have added your member, it's easy to manage their accounts. You can allocate

them Skype Credit and if they are members with business Skype accounts, allocate them

features and manage their details.

7KHTXLFNHVWZD\WRYLHZRUPRGLI\DPHPEHUVGHWDLOVLVWRXVHWKHSearch members

tool in the top right corner of Skype Manager. Simply enter the member's name and a list

of matching members will appear below.

Click the member you are looking for to view that member's details.

It's also possible to use the Filter this listWRROWRQGPHPEHUV7RGRVRFOLFNMembers

in the toolbar to display a list of all members. Then click Filter this listWRGLVSOD\WKHOWHU

RSWLRQV


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Click the name of the member whose details you want to view.

On the Member's details screen you can:

Q Edit the member's personal details

Q Make the member an administrator of your Skype Manager

Q $GGWKHPHPEHUWRDJURXS

Q Change the member's password

Q 'HOHWHWKHPHPEHUVDFFRXQW


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1. 9LHZWKHGHWDLOVRIWKHPHPEHUZKR\RXZDQWWRDGGWRDJURXS)RUPRUHLQIRUPDWLRQ

on how to do this, please see 4.6 Managing your members.

2. Under Skype Manager settings, click create a group.

3. Enter the group's name and click Create.

4. Click Save changes.

To add a member to an existing group:

1. 9LHZWKHGHWDLOVRIWKHPHPEHUZKR\RXZDQWWRDGGWRDJURXS)RUPRUHLQIRUPDWLRQ

on how to do this, please see 4.6 Managing your members.

2. Under Skype Manager settings, select the group to which you want to add the

member from the drop-down list displayed.


To create a new group without adding any members to it:


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2. In the menu on the left, click Create a group.

3. Enter the group's name and click Create.

To add more than one member to an existing group at the same time:



2. Check the box next to each member you want to add to the group.


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3. Select the group to which you want to add the members from the drop-down list

displayed and click Move.

4.6.4 Changing a member's account currencyYou can change the currency that a member's business Skype account uses so that it is

appropriate to their location.

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more information on the actions that your members can perform within Skype, please

see:

support.skype.com

Skype uses an exchange rate similar to that used by major credit cards. Changing the

currency denomination of a member's account will involve a small fee. To avoid this fee,

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balance before you change the currency and allocate more credit.

To change a member's account currency:

1. 9LHZWKHGHWDLOVRIWKHPHPEHUZKRVHDFFRXQWFXUUHQF\\RXZDQWWRFKDQJH)RUPRUH

information on how to do this, please see 4.6 Managing your members.

2. Click anywhere in the Account currency row.

3. 6HOHFWWKHUHTXLUHGFXUUHQF\IURPWKHGURSGRZQOLVWGLVSOD\HG


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4.6.5 Changing a member's password

You can change the password for members with business Skype accounts, but not for

those members with personal Skype accounts.

To change the password of a member with a business Skype account:

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information on how to do this, please see 4.6 Managing your members.

2. Click Change password.

3. Enter the new password and click Save changes.

Once you have changed a member's password you will need to notify them of the

password update.

4.6.6 Deleting members

'HOHWLQJDSHUVRQDO6N\SHDFFRXQWZLOORQO\UHPRYHLWIURP\RXU6N\SH0DQDJHU7KH

DFFRXQWLWVHOIZLOOUHWDLQDQ\6N\SH&UHGLWDOORFDWHGWRLW$Q\VXEVFULSWLRQVRUYRLFHPDLOassigned to the account will be cancelled when the expiry period is reached.

'HOHWLQJDEXVLQHVV6N\SHDFFRXQWZLOOSHUPDQHQWO\GHOHWHWKHDFFRXQWDQGDOOGDWD

associated with it will be lost. You should therefore keep a record of any account

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SUHYLRXVO\DVVLJQHGWRWKHEXVLQHVVDFFRXQWZLOOEHUHWXUQHGWR\RXU6N\SH0DQDJHU$Q\

remaining subscriptions or voicemail allowances will be lost.

To delete a member:

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to do this, please see 4.6 Managing your members.

2. $WWKHERWWRPRIWKHMember's details screen, click Delete this account$PHVVDJHLVGLVSOD\HGDVNLQJ\RXWRFRQUPWKDW\RXZDQWWRUHPRYHWKHVHOHFWHGPHPEHUVIURP

your Skype Manager.

3. Click DeleteWRFRQUPWKDW\RXZDQWWRUHPRYHWKHPHPEHUV

To delete more than one member at the same time:



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2. Check the box next to each member you want to delete.

3. Click Delete members$PHVVDJHLVGLVSOD\HGDVNLQJ\RXWRFRQUPWKDW\RXZDQWWR

remove the selected members from your Skype Manager.

4. Click DeleteWRFRQUPWKDW\RXZDQWWRUHPRYHWKHPHPEHUV

4.7 Giving your members access to theMembers list

Theres an easy way for members to add colleagues to their Skype Contacts list. It is

called the Members list and any member of your Skype Manager can use it.

Note that access is given to all members. You cannot prevent access to the Members list

for individual members.

To give your members access to the Members list:

1. In the top right corner of Skype Manager, click Account details.

2. In the menu displayed on the left, click Skype Manager settings.

3. Under Company directory, click enable.

If you have to prevent access to the Members list for any reason, return to the Skype

Manager settings screen and click Disable under Company directory.

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Adding other members of your Skype Manager to your Skype Contact list.


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5.0 Skype Credit%HIRUHDOORFDWLQJFUHGLWRUIHDWXUHVWRPHPEHUVRI\RXU6N\SH0DQDJHUIRUWKHUVWWLPH

you need to buy Skype Credit for your Skype Manager. Its easy to buy Skype Credit in

Skype Manager. You can pay for Skype Credit using a credit card, PayPal and lots of otherways. Once you have bought some Skype Credit, you can allocate it to your members for

calling or use it to buy features to allocate to your members.

If you want to learn more about how to allocate Skype Credit to your members, please

see 6.1 Credit allocations.

5.1 Finding your Skype Manager credit balance

Your current Skype Manager credit balance is always displayed on the toolbar of your

Skype Manager.

5.2 Buying credit for your Skype Manager

To buy Skype Credit for your Skype Manager credit balance:

1. Click Buy Skype Credit on the toolbar.

2. ,IWKLVLVWKHUVWWLPH\RXYHERXJKW6N\SH&UHGLWVHOHFWWKHSD\PHQWPHWKRG\RX

want to use and click Next.

When you set up Skype Manager, there is a limit to the maximum amount of Skype Credit

you can purchase, which depends on the payment method you use and how much Skype

Credit you've already purchased in any given month. The range of payment methods

available to you is also limited.

To access a wider range of payment methods and to increase your purchase limit,

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information, please see add 5.3 Verifying your company.


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3. Select the amount of Skype Credit you wish to buy.

The amount of Skype Credit you can buy depends on the payment method that you

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4. Check or uncheck the Save time in the future with Auto-Recharge box to specify

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$XWRUHFKDUJHLVRQO\DYDLODEOHZLWK3D\3DORUFUHGLWFDUGSD\PHQWVDQGOHWV\RX

recharge your Skype Manager credit balance automatically when the balance falls

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PHWKRGVPD\EHXQDYDLODEOHWR\RXDQG\RXPD\QRWEHDEOHWR$XWRUHFKDUJH

5. Click Buy now&RQUPDWLRQRI\RXUSXUFKDVHZLOOEHGLVSOD\HG

If you decide not to proceed with your purchase at any point, click Back to Skype

ManagerLQWKHWRSULJKWFRUQHURI\RXU6N\SH0DQDJHUWRUHWXUQWRWKH'DVKERDUG

5.3 Verifying your company

When you set up Skype Manager, you are given a purchase limit that determines the

maximum amount of Skype Credit you can buy for your Skype Manager credit balance in

one go. The range of payment methods available to you is also limited.

To access a wider range of payment methods, or to increase your purchase limit, you will

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2. In the menu displayed on the left, click Payment settings.

3. Under Purchase limits, click ddqd[.

4. Enter your company details in the form displayed and click Submit.

Once you have submitted the form, Skype will check your company details and contact

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payment methods will become available to you and your payment limits will be increased.

This process is usually completed within 3 days but may take up to 2 weeks.

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6HUYLFHIRUGHWDLOV)RUPRUHLQIRUPDWLRQRQKRZWRGRWKLVSOHDVHVHHContacting Skype.

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https://manager.skype.com/account/request-credit

If not already signed in to Skype Manager, you will need to sign in to see this screen.

5.4 Changing your Skype Manager's currency

You specify the currency in which your Skype Credit balance is calculated when you set

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Skype uses an exchange rate similar to major credit cards and this may involve a small

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currency before buying more.

To change the currency:



3. Click anywhere in the Currency row.

4. Select your desired currency from the drop-down list and click Save.

To avoid exchange rate fees for Skype Credit allocations, you should ensure your chosen

currency in Skype Manager is the same as that used by most of your members.

Note that if your companys registered address is in the United States, you cannot

change your currency from US dollars.

5.5 Changing your Skype Manager's Auto-recharge settings

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FUHGLWEDODQFHZKHQLWIDOOVEHORZDFHUWDLQDPRXQW)RUH[DPSOH\RXFDQFRQJXUH$XWR

recharge to purchase an additional 200 of Skype Credit whenever your balance falls

below 25.


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7KHDYDLODELOLW\DQGSXUFKDVHOLPLWVRQGLIIHUHQWSD\PHQWPHWKRGVLVGLVSOD\HG$OVR

displayed is a summary of purchases made that month for each payment method.

Not all payment methods may be available for you to use. To see which payment methods

are available to you, click View payment methods available in your country under

Purchase limits.

To access a wide range of payment methods and to increase your purchase limit, you will

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5.3 Verifying your company.

5.7 Viewing details of your last purchase

To view the payment details of your last purchase:


2. In the menu displayed on the left, click Payment settings.

Under Stored payment details, the payment method, the date of purchase and the

order number of your last purchase is displayed.

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4. 7RGRZQORDGWKHGHWDLOVRIWKHRUGHUDVD3')IRUUHYLHZDZD\IURP6N\SH0DQDJHU

click Download invoice as PDF.

5.8 Setting up low balance alerts

You can have an email alert automatically sent to you when the Skype Credit balance of

your Skype Manager falls below a certain amount. This can be useful to keep track of

your Skype Credit and help ensure your Skype Manager does not run out of Skype Credit.


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The email alert will only be sent out to you and not to any other administrators of your

Skype Manager. Other administrators must set up their own alerts.

To set up a low balance alert:



3. To set up a new alert, click anywhere in the Low balance alert row.

4. Enter the amount that will trigger the alert and click Save.

If you decide at any point that you no longer need the alert, click Disable alert.

5.9 Redeeming a voucher or prepaid card

Skype Credit redeemed with business vouchers are added to your Skype Manager credit

balance.

To redeem a business voucher or prepaid card:

1. In the top right corner of your Skype Manager, click Account details.

2. In the menu on the left, click Redeem voucher.

3. (QWHUWKHXQLTXHQXPEHUIURP\RXUYRXFKHURUFDUGDQGFOLFNRedeem voucher.


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6.0 FeaturesIn Skype Manager, you can help everyone in your business work smarter by managing

their Skype Credit, as well as their access to features like group video calling, voicemail

and call forwarding.When you click Features in the toolbar of your Skype Manager, the Credit allocations

screen is displayed by default. On the left, a menu of features is displayed, along with the

number of members currently allocated that feature. Click a feature in the menu to see

which members that feature is allocated to and to manage how the feature is allocated.

%HIRUHDOORFDWLQJFUHGLWRUIHDWXUHVWRPHPEHUVRI\RXU6N\SH0DQDJHUIRUWKHUVWWLPH\RXQHHGWREX\6N\SH&UHGLWIRU\RXU6N\SH0DQDJHU)RUPRUHLQIRUPDWLRQRQKRZWRGR

this, please see 5.0 Skype Credit.

6.1 Credit allocations

Your employees don't need to worry about buying Skype Credit for themselves - you

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ensure that their credit is automatically topped up whenever it falls below a set amount.

6.1.1 Allocating credit to members

To allocate Skype Credit to one or more members:

1. Click Features in the toolbar.

The credit allocations for your members are displayed by default.


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2. Check the box next to each member to whom you want to allocate credit.

3. Under Add credit, enter an amount and click Add credit.

The allocated credit is immediately deducted from your Skype Manager credit balance

and added to the Skype account of the selected members. It will take a short while until

the new credit balance will be visible in your Skype Manager. (You may need to reload the

screen to see the new balance.)

To see a record of a Skype Credit allocation, go to the AllocationsUHSRUW)RUPRUH

information on how to display the Allocations report, please see 7.0 Reports.

6.1.2 Taking back credit from membersYou can take back the Skype Credit that has been allocated to members with business

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To take back all the credit currently allocated to one or more members:



2. Check the box next to each member whose credit allocation you wish to take back.

3. Click Take back credit next to Add credit.

4. &RQUPWKDW\RXZLVKWRWDNHEDFNWKHFUHGLWE\FOLFNLQJTake back credit.

The credit is refunded to your Skype Manager's credit balance.

6.1.3 Enabling Auto-recharge for members

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ZLWKDVSHFLHGDPRXQWRIFUHGLWZKHQHYHULWIDOOVEHORZDFHUWDLQDPRXQW7KHFUHGLWLV


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deducted from your Skype Manager credit balance.

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2. &KHFNWKHER[QH[WWRHDFKPHPEHUIRUZKRP\RXZDQWWRHQDEOH$XWRUHFKDUJH

3. Under Auto-recharge, click Activate / change.

4. Specify the following amounts:

Q Recharge members account with - enter the amount of credit to recharge.

Q When balance falls below - enter the level at which the member's Skype account

will be recharged when it falls below this level.

Q Monthly recharge limit - enter the maximum amount of credit by which the

member's Skype account can be recharged in any month. When this limit isUHDFKHG$XWRUHFKDUJHZLOOEHVXVSHQGHGXQWLOWKHUVWGD\RIWKHQH[WPRQWK

5. Click q.

6.1.4 Disabling Auto-recharge for members

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2. &KHFNWKHER[QH[WWRHDFKPHPEHUIRUZKRP\RXZDQWWRGLVDEOH$XWRUHFKDUJH3. Click Disable next to Auto-recharge.

6.2 Subscriptions

Subscriptions can be a great way of saving money when calling phones. When you


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allocate a subscription to your members, they will be able to make unlimited calls (a

fair use policy applies) to landlines (and even mobiles in some countries) covered by

the subscription. Subscriptions are available for calls to a single country; a region (for

example, Europe); or to over 40 countries worldwide.

You can change an allocated subscription for member up to three times a month. The

unused portion of the previous subscription is converted into credit that is allocated tothe member's account.

Note that if a member with a personal Skype account already has a subscription they

set up outside of Skype Manager, you cannot allocate an additional subscription to them

within Skype Manager

6.2.1 Allocating or changing subscriptions

To allocate a subscription to one or more members, or to change existing subscriptions:


2. In the menu on the left, click Subscriptions.

The subscription details of your members are displayed.

3. Check the box next to each member to whom you want to allocate a subscription.

4. Click Allocate / Change subscriptions.

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Buy now.

The subscription will become available in a few minutes and its cost will be deductedfrom your Skype Manager credit balance.

6.2.2 Cancelling subscriptions

To cancel a subscription for one or more members:



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2. In the menu on the left, click Subscriptions.

The subscription details of your members are displayed.

3. Check the box next to each member whose subscription you want to cancel.

4. Click Cancel subscriptions.

5. &RQUPWKDW\RXZDQWWRFDQFHOWKHVXEVFULSWLRQE\FOLFNLQJCancel subscription.

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subscription. No further costs will be incurred.

6.3 Group video calling

Group video calling lets you work face-to-face with colleagues or customers, helping you

to build relationships and work more effectively. It's simple and cost effective to use, as

only the host needs to have a group video calling subscription.

When you allocate a group video calling subscription to your members, they will be ableto hold group video calls with three or more people (up to a maximum of 10), to help get

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laptop and a webcam.

6.3.1 Allocating group video calling

To allocate a group video calling subscription to one or more members:


2. In the menu on the left, click Group video calling.

The group video calling details of your members are displayed.

3. Check the box next to each member for whom you want to allocate a group video

calling subscription.


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4. Click Allocate group video calling.

5. Select how often you would like to be billed and click Buy now.

The group video calling subscription will become available in a few minutes and its cost

will be deducted from your Skype Manager's credit balance.

6.3.2 Cancelling group video calling

To cancel a group video calling subscription for one or more members:


2. In the menu on the left, click Group video calling.

The group video calling subscription details of your members are displayed.

3. Check the box next to each member whose subscription you want to cancel.

4. Click Cancel group video calling.

5. &RQUPWKDW\RXZDQWWRFDQFHOE\FOLFNLQJCancel group video calling.

The group video calling subscriptions will expire on the dates indicated for each

subscription. No further costs will be incurred.

6.4 Voicemail

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Unanswered calls are sent to voicemail and you can listen to the calls whenever you are

signed in to Skype.

9RLFHPDLOLVLQFOXGHGZLWKDVXEVFULSWLRQ+RZHYHU\RXFDQDOVRDOORFDWHYRLFHPDLOWRDmember if the member does not have a subscription.

6.4.1 Allocating voicemail

To allocate voicemail to members without subscriptions or to change their voicemail:


2. In the menu on the left, click Voicemail.

The voicemail details of your members are displayed.

3. Check the box next to each member to whom you want to allocate voicemail.

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