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PM Elite User Guide


Get an in-depth overview of PM Elite including system requirements, login roles, and an overview of all the features. A list of FAQs is included to provide the best insights into how to use PM Elite to present a live webinar.

System Requirements

It's essential all presenters meet the minimum system requirements.  

Operating System

Windows 10 using the latest version of Internet Explorer, Edge, Firefox or Chrome

Note:  IE 11 is only supported on Windows 10

Windows 7 using the latest version of Firefox or Chrome

Browser Configuration Must accept cookies and have JavaScript enabled
Connection Wired connection - WiFi is prone to connectivity drops
Connection Speed

1 Mbps or faster


First Name, Last Name, and Email are required.  Presenters may choose a different language using the drop-down menu.

Tip:  As a general best practice be sure to close all unnecessary applications and clear the browser's cache before logging into each event.  This will improve browser performance while ensuring all recent uploads and changes are visible.  For instructions on how to clearing your browser cache, click here.

Two user roles are available:


Has access to all functionality, including the ability to:

  • Upload and organize content
  • Add poll questions
  • Start/Stop the webcast
  • Push slides and other elements
  • Moderate Q&A
  • Participate in Team Chat
  • View the Attendee List

Has full access to all Q&A functionality, including the ability to:

  • Participate in Team Chat
  • View the Attendee List

Main Window
2 no chat.png

1.  Welcome Widget

Includes links to:

i.  Provide feedback on the new UI

ii. Product help

2.  Upload Content 

Click here to bring the Setup panel where you can add slides, videos, polls, and URLs

3.  Menu

All the options can now be accessed through this menu icon. On click, a dropdown will show with all available options: Control Panel, Setup, Q&A, etc.

4.  Windows Section

Windows opened from the Menu will show in the right side. This section is scrollable.

5.  Minimize Windows

Minimize the windows by clicking the header. 

Starting and Stopping the Webcast

Start Webcast

PM Elite is always in practice mode when not in live mode.  Dry runs/rehearsals can occur as far in advance and as often as needed.  To start a webinar, presenters will first need to join the webinar by dialing into the phone line or setting up a video source.

Fifteen minutes before the live start time, the Start Webcast button will appear, alerting presenters the audience console is open.

pm elite start webcast.png

During this time, the audience will be viewing what is in the task window. We suggest pushing a title or opening slide for the audience to see while waiting for the webinar to begin.   Presenters should avoid advancing slides during this time, as the audience will see the slides advancing.

After pressing the Start Webcast button a confirmation window will appear. Clicking Start Webcast will connect the presenters to the live audience and start the webinar recording.   The audience will not hear the presenters until Start Webcast is pressed.

Stop Webcast

Once the webinar has reached its conclusion, click the Stop Webcast button. 

pm elite stop webcast.png

Once Stop Webcast is clicked a confirmation window appears. Clicking End Webcast will disconnect the presenters from the live audience and stop the webinar recording.  The webcast cannot be restarted once stopped.

pm elite end webcast alert.png

Advancing Slides 

pm elite advancing slides.png

The easiest way to advance slides and presentation elements (poll questions, URLs, etc.) during the webcast is through the task window.

On hover, slide navigation arrows will be shown.  All elements of the presentation can be shared with the audience by clicking the Next arrow.

pm elite live marker.png A red live marker will be added to the thumbnail in the Storyboard when that element is in the task window.
pm elite push to audience.png

Additionally, clicking on an element in the Storyboard will add a Push To Audience button. Click the Push To Audience button to move the element to the task window for the audience to see.

Best practice is to push the slides from the task window, however, if a presenter needs to skip over slides the Push to Audience button within the Storyboard is ideal.

Managing Q&A

pm elite open Q&A.png

Receive and answer audience questions using the Q&A window during the live event. To access the Q&A, open the Menu.

The Q&A tool will launch in a separate browser window.  

All Q&A functionality remains the same, as PMXD.  Presenters and Q&A screeners have the ability to:

-  Add questions

-  Prioritize questions by color

-  Create folders

-  Organize questions into folders



Receiving Questions

As audience members send in questions, the questions will show up in the Inbox by default.  Assign their priority (Red = High, Yellow = Medium, Green = Low) in relation to other questions by selecting a color.  

Questions may be sorted by priority using the  arrow.

pm elite prioritize questions.png

Answering Questions

To answer a question, a presenter must first select it. Once a question is selected the status column will display the presenter's name to let the other presenters who is working on that question.

The status of each question will automatically be updated as presenters begin selecting and answering questions. This will improve multi-presenter efficiency while avoiding multiple presenters working on the same question.

pm elite select a question.png

After typing an answer, choose one of the following options:

  • Send a response directly to the individual using the Send button.
  • Send a response to all audience members using the Send to All button.
  • Display the question in the audience slide area using the Push to Slide Area button.

Once a question is answered, a checkmark will appear in the Status column.

 pm elite answering questions.png

Using Folders

Folders are an excellent way to organize questions.  Consider creating a folder for each presenter or topic to keep questions organized.

createing folders.png

Add Seed Questions

In some cases, presenters may want to add their own questions.

To add a question:

1.  Click on the Add Question button. This will bring up the Add Question window

2.  Enter your question.

3.  Click on the Save to Inbox button.  This will add the question to the Inbox.

Using Team Chat

The Team Chat window allows presenters to chat with other team members.  Messages may be sent to all presenters at once or privately to individuals.

pm elite team chat.png  

Sending Messages

To send a chat message, type a message into the text entry section and click the Send button or press the <Enter>.

Choosing Who to Chat With

The All Presenters section displays all the team members logged in for the webcast.

-  Clicking the All Presenters link (light blue) will send a message to all team members.

-  Clicking on an individual name will send a private chat to that person.


Attendee List

A list of attendees is available in the Attendee List. Click the Refresh button to get an updated list of the audience. The number in the window header will indicate the number of attendees. 

The attendee list can be sorted by NameCompany or Login Time by clicking on the column header. You can also block an attendee from viewing your webcast.

pm elite attendee list.png


What are the key benefits of this version of Presentation Manager?

  • Responsive, intuitive design, so there will be much less confusion for first-time users (who are 80% of PMXD’s users base).
  • Fast, modern code base, so synchronizing interactions between presenters is particularly quick, with fewer issues with lockups or needing to perform an operation twice.
  • Designed to work with smaller form factors. Eventually, will work on mobile as well.

What event types does this change cover?

It covers all LIVE presentations, but not Simu-live, Sim-2-live, or recording sessions – all of those will continue to use PMXD.

Are there any limitations on browser support?

The new version works on all modern browsers using HTML5, but it does not support Adobe Flash. In practical terms, that means all major browsers except IE11 on Windows 7 will work (IE11 is supported on Windows 10, as are Firefox, Edge, and Chrome on Mac).

If something is not working, can I get back to PMXD?

Yes, the Menu in PM Elite has an option to switch back to PMXD.

What’s next in terms of the product roadmap for this version?

By the end of the year, we expect to redesign the Q&A module based on your feedback, as well as adding official support for Simu-live/Sim-2-Live.

How do I provide feedback?


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