1. Logon as the administrator
    From the Web Control Panel Logon page, type "admin" in the Email field, and the administrator account password that was configured in Options: Administration.

  2. Create user accounts
    You must create a user account for each person who needs access to the Express Delegate server. Using the Web Control Panel, click on the "Users" tab, then the "Create new" button. For more information, click the "Help" link in the top-right corner of the page.

  3. Create typing pools
    You should create one or more typing pools if you want Express Delegate to automatically assign dictations to the first available typist in a group of typists. Using the Web Control Panel, click on the "Typing Pools" tab, then the "Create new" button. For more information, click the "Help" link in the top-right corner of the page.

  4. Create rules
    You must create one or more rules if you want Express Delegate to automatically assign dictations to typing pools or individual typists. Using the Web Control Panel, click on the "Rules" tab, then the "Create new" button. For more information, click the "Help" link in the top-right corner of the page.

  5. Create auto-import sources (Only available in Express Delegate Plus)
    Create one or more auto-import sources if you want Express Delegate Plus to automatically import recordings from files found in local folders or FTP server directories. Using the Web Control Panel, click on the "Auto-Import" tab, then the "Create new" button. For more information, click the "Help" link in the top-right corner of the page.

  6. Logoff the administrator
    Using the Web Control Panel, click the "Logoff" link in the top-right corner of the page.

  7. Disable the administrator account
    To prevent misuse, the administrator account can be disabled when not in use. Please refer to Options: Administration for instructions on how to disable the administrator account.

  8. Configure client programs
    The Express Delegate server can now be accessed by client programs on other computers. Please refer to the documentation of the relevant program(s) for instructions on how to configure the Express Delegate sever address and user logon details.