Create and manage workspaces

MeetRecord enables you to set up new workspaces to better organize your teams and data. Follow these steps to create and manage a new workspace, assign users, and configure settings tailored to your needs.

Step 1: Create a New Workspace

1. Navigate to the Company Settings > Manage Workspaces page and click ADD WORKSPACE.
2. Enter a Name and Description for the workspace.
3. Click SAVE to create the workspace.

Step 2: Assign Users to the Workspace

Automatic Provisioning for New Users

1. Go to the Workspace Settings page and click Copy Invite Link
2. Select whether they can record calls or only view data, and share it over email with the members.

Manual Provisioning for Existing Users

1. In the Company Settings page, click Team Members.
2. Update data capture and permission settings for the users you want to assign to the new workspace.

Step 3: Configure the New Workspace

Set up or update business-specific settings within the workspace to align with your team's requirements:

1. User Roles: Define user roles and access levels.
2. Trackers: Create trackers for monitoring key terms or phrases.
3. Call Categories: Organize calls based on stages or business needs.
4. Scorecards: Establish evaluation templates for structured feedback.
5. Custom Vocabulary: Add unique terminologies relevant to the workspace.

Note: For creating new topics or adjusting the data retention period, contact your Customer Success Manager (CSM) or MeetRecord Support.

Benefits of a Well-Configured Workspace

• Improved Organization: Tailor workspaces for specific teams or use cases.
• Enhanced Collaboration: Assign users with appropriate permissions and access.
• Custom Insights: Set trackers, scorecards, and other tools to align with workspace goals.
• Data Compliance: Adjust retention periods to meet regional or organizational policies.

By setting up workspaces effectively, you can streamline workflows, improve data visibility, and enhance overall team efficiency in MeetRecord.