As an admin user in your Meetingflow Workspace, there are settings you can apply to all users.
How do I know if I'm an admin user?
When logged into Meetingflow, your role type will display in the Workspace dropdown. Only current admins can add new admin users
Within "Workspace settings" there are 3 tabs:
- Edit workspace
- Manage integrations
- Delete workspace
Edit Workspace
Set the Workspace name and default Meetingflow visibility.
Best practice: we recommend the default Meetingflow visibility is set to "Workspace" so all Workspace members can easily collaborate
Workspace Domains
Set Workspace domain behavior. This controls what email domains can request access to your Workspace, or set the ability to auto-approve membership.
Best practice: we recommend enabling "Auto approve" Collaborator roles for domains in your company - this means an admin does not need to invite them or approve their access each time. User roles can be changed at any time.
Manage Memberships
Change an active user's access Role in the dropdown menu, or Delete a user to revoke access from the Workspace.
Manage Integrations
Configure and manage 3rd party application integrations. You will see how many of your Workspace users have integrations active. This is also where you can set Hubspot or Salesforce custom fields to display in Meetingflow for easy updating.
Connect your Salesforce account
Before 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 Add Salesforce
Best practice: If you do not have a Salesforce account provisioned, you will need a user who has an active Salesforce account to make the initial connection - once the first connection is made, admins can configure custom fields
Already connected Salesforce? Skip to configuring custom fields
1. From within any Meetingflow, select the Integrations button on the right panel
2. Select Salesforce from the popup window
3. Log in with your Salesforce credentials in the popup window
Once a user has connected Salesforce to Meetingflow, select desired custom fields
In order to configure custom Salesforce fields, you must be a Meetingflow admin (you do not need to be a Salesforce admin)
1. Navigate to "Organization settings" and select the "Manage integrations" tab
2. Select "Configure" within the Salesforce section
3. Navigate through the tabs that correspond to fields on a particular Salesforce object, and select any additional fields to display in Meetingflow
- Default fields will always be selected to display
- Custom Salesforce fields will appear in the "other fields" section
- The order that you select the fields is the order they will appear in Meetingflow, top to bottom
- This is important if you're integrating a sales framework, where requirements should be in a specific order (refer to image below)
Connect your Hubspot account
Before configuring custom fields, a user connection must be made first between your Hubspot and Meetingflow accounts. If you have your own Hubspot login, you can do this through your account.
Video tutorial: How to Add Hubspot
Best practice: If you do not have a Hubspot account provisioned, you will need a user who has an active Hubspot account to make the initial connection - once the first connection is made, admins can configure custom fields
Already connected Hubspot? Skip to configuring custom fields
1. From within any Meetingflow, select the Integrations button on the right panel
2. Select Hubspot from the popup window
3. Log in with your Hubspot credentials in the popup window
4. After receiving confirmation, you will see a Hubspot icon in the right panel where you can find relevant companies and deals
Once a user has connected Hubspot to Meetingflow, select desired custom fields
In order to configure custom Hubspot fields, you must be a Meetingflow admin (you do not need to be a Hubspot admin)
1. Navigate to "Organization settings" and select the "Manage integrations" tab
2. Select "Configure" within the Hubspot section
3. Navigate through the tabs that correspond to fields on a particular Hubspot object, and select any additional fields to display in Meetingflow
- Default fields will always be selected to display
- Custom Hubspot fields will appear in the "other fields" section
- The order that you select the fields is the order they will appear in Meetingflow, top to bottom
- This is important if you're integrating a sales framework, where requirements should be in a specific order (refer to image below)
Delete Workspace
This will permanently delete the entire Workspace. Once this action is complete, users will no longer be able to log in or access Meetingflows. This action is not reversible - if you have questions before deleting your account, contact us at support@meetingflow.com
Additional Admin Features
Outside of settings, there are other features only Workspace admin users can access.
Usage Reporting
Workspace admins can access a usage report, showing basic stats for the last 30 days trailing from the Workspace dropdown. Learn more about usage reporting here.
