User's Manual
Chapter 10-Operator Assistance & Participant Move
Polycom, Inc. 10-11
The Operator participant is displayed in the Participants list with an Operator 
participant icon  , and the system automatically dials out to the Operator 
participant.
Saving an Operator Conference to a Template
The Operator conference that is ongoing can be saved as a template.
To save an ongoing Operator conference as a template:
1 In the Conferences List, select the Operator conference you want to save as a Template.
2 Click the Save Conference to Template
 () button.
or
Right-click and select Save Conference to Template.
The conference is saved to a template whose name is taken from the ongoing conference 
Display Name (the Login name of the Collaboration Server User). The Template is 
displayed with the Operator Conference icon.
Starting an Operator Conference from a Template
An ongoing Operator conference can be started from an Operator Template saved in the 
Conference Templates list. 
To start an ongoing Operator conference from an Operator Template:
1 In the Conference Templates list, select the Operator Template to start as an ongoing 
Operator conference.
• You can only start an Operator conference from a template whose name is identical to your Login 
Name. For example, if your Login name is Polycom, you can only start an Operator conference 
from a template whose name is Polycom. 
• If an ongoing Operator conference with the same name or any other conference with the same 
ID is already running, you cannot start another Operator conference with the same login name. 










