About Workspaces
Workspaces and how to manage them
Paras
Last Update 5 bulan yang lepas
Workspace
A workspace in MeetRecord is a group of team members with a shared focus. Creating workspaces helps you organize teams or functions effectively and assign permissions to different members.
For instance, you might set up workspaces like Sales Team – US, Sales Team – EU, and Customer Success. This way, you can control access so that US team AEs can view only US sales calls, EU team AEs can access only their calls.
For Sales Leaders, RevOps, and Sales Enablement members you can give access to all the Workspaces.
Creating a new Workspace
To create a Workspace visit Company Settings > Manage Workspaces > Add workspace
Give it a name, short description and set access to be Open/Closed. More about access below.
Workspace Access
Open/Closed access of Workspace decides which Workspaces member will be added during signup. New user will be automatically added as ‘Viewer’ in all the Open Workspaces unless otherwise mentioned. For Closed Workspace Admin has to add users and assign a role.
New member and workspace settings
Members can have different roles in different Workspaces.
When adding a member to the account Admin can set role for different workspaces. Member’s meetings will be available in their home workspace only.
In the example below Alex’s home workspace is Sales team - US where he is given ‘Manager’ role, he is is also given ‘Viewer’ role in Customer Success Workspace and not given access to Sales team - EU Workspace.
Invite members to a workspace using link
As Admin visit Company Settings > Manage Workspaces, click on 'Copy Inviite Link', in the pop up select the permission of the link.
Link with 'Can view' option will add member as 'Viewer' role.
Link with 'Can Record' option will add member as 'Employee' role.
FAQs
General
Is it mandatory for a member to be part of a Workspace?
Yes, member should be part of at least one workspace. Each account has a default workspace, you can create new workspace
Can a user be part of different Workspaces?
Yes, they can be part of any workspace and can have different role in each workspace.
Billing related
How does the billing happen for different Workspace roles?
Members who are in the Viewer role in all the Workspaces are not billed. If a member is a non–viewer in any of the Workspaces then they are billed.
Member role is set as Viewer in the Home Workspace and Manager in other workspace, will they be billed?
Yes, as a member is part of a Workspace with Manager role they will be billed.
Member role is set as Viewer in all the Workspaces, will they be billed?
No, they will not be billed as they are Viewer in all Workspaces.
Recordings related
Which Workspace will have member’s call recordings?
Call recording of member will be in their Home Workspace
If a member is of Viewer role in Home Workspace, can they record calls?
No, for member to record calls they should have a non-viewer role like Employee, Manager in their Home Workspace
Hope this answers your query. For further assistance please write to [email protected].