About workspaces

MeetRecord allows you to create distinct workspaces within your instance to organize data and permissions based on your unique business requirements. 

When to Use Workspaces

For Different Lines of Business:

• Segment teams working on separate products or markets to reduce clutter.
• Allow business admins to create trackers, scorecards, and other tools relevant only to their specific line of business without affecting others.

For Varied Use Cases:

• Create dedicated workspaces for specialized teams such as management, coaching, and recruiting.
• Restrict access based on roles; for example, a CEO might access all workspaces, while account executives see only their sales-related data.

To Stay Compliant Across Regions:

• Implement workspaces with different data retention periods based on regional compliance requirements.

For Privacy:

• Ensure sensitive calls or data are captured in restricted workspaces for added confidentiality.

How Data Is Captured in Workspaces

During setup, the technical admin assigns each team member to a home workspace:

• Calls: Web conference and telephony calls are captured in the call owner’s home workspace.
• Emails: Emails are captured in the home workspace of any participant included in the conversation.

Admin Settings for Workspaces

Company-Level Technical Settings:

• Integrations: Email, calendar, CRM, and Dialers (one instance of each type per customer).
• Team Member Management: Control user access and roles.
• Data Protection & Privacy: Company-wide policies, excluding data retention periods.
• API: API calls can span multiple workspaces, with filters applied per workspace.

Workspace-Level Business Settings:

• User Roles: Define access and actions for users.
• Trackers and Topics: Tailor tracking and analysis for each workspace.
• Call Filters, Categories and Scorecards: Organize and evaluate calls for specific use cases.
• Custom Vocabulary: Set unique terminologies for specific teams or functions.

Benefits of Using Workspaces in MeetRecord

• Enhanced Organization: Keep teams focused by segmenting unrelated data.
• Improved Compliance: Maintain region-specific data policies.
• Customizable Access: Assign permissions based on roles and responsibilities.
• Streamlined Collaboration: Enable secure data sharing within and across teams.

By setting up workspaces in MeetRecord, you can efficiently manage team collaboration, compliance, and data privacy while tailoring functionality to meet your business goals.