There are different user role types for a Workspace in Meetingflow. Refer to the table below for permissions by user role Learn more about Workspaces within Meetingflow Try Meetingflow for Free
Usage Reporting
Workspace admins have access to usage reporting, which shows basic stats for the last 30 days trailing. The usage report is accessed through the Workspace dropdown menu.Sample usage report:
Enabling Custom Fields in Salesforce or Hubspot
Meetingflow supports custom fields from Salesforce Accounts, Opportunities, and Leads, and Hubspot Companies and Deals. Salesforce Custom Fields Connect your Salesforce accountBefore configuring custom fields, a user connection must be made first between your Salesforce and Meetingflow accounts. If you have your own Salesforce login, you can do this through your account.Video tutorial: How to
Admin Settings
As an admin user in your Meetingflow Workspace, there are settings you can apply to all users. Table Of Contents How do I know if I’m an admin user?Edit WorkspaceWorkspace DomainsManage MembershipsManage IntegrationsSalesforce Custom FieldsHubspot Custom FieldsDelete WorkspaceAdditional Admin FeaturesUsage Reporting How do I know if I’m an admin user? When logged into Meetingflow, your
