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 several settings tabs
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. If the Workspace is set to Limited, users will default to only see Meetingflows they created.
Domains
Set Workspace domain behavior. This controls what email domains can request access to your Workspace, or set the ability to auto-approve membership.
Example: Employees from your company, Acme, have emails as person@acmeinc.com, you will want to use "acmeinc.com" as the domain.
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.
Memberships
Invite individual users, change an active user's Role in the dropdown menu, or delete a user to revoke access from the Workspace.
Billing
Purchase a license or upgrade your license tier.
Feel free to reach out to us at support@meetingflow.com to discuss what tier is right for you
Call Recording Usage
See the current call recording usage for month-to-date, as well as a historical log of call recording hours used in the Workspace.
Please note, this includes any recordings that have been deleted by users
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
1. From the Dashboard, click "Log Meetings to CRM" from the card on the bottom right
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 "Settings and Members" and select the "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 fields you wish to display in Meetingflow.
Meetingflow will match the field order based on your default layout settings in Salesforce.
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
1. From the Dashboard, click "Log Meetings to CRM" from the card on the bottom right
2. Select Hubspot from the popup window
3. Log in with your Hubspot credentials in the popup window
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 "Settings and Members" and select the "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 fields you wish to display in Meetingflow.
Once selected, you can drag-and-drop to rearrange the order that you want the Hubspot fields to appear
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.
Workspace Default Template
Workspace admins can set a default template for the entire Workspace. Admins can set the default from the Template Editor view.
