Assign a delegate to your Dialpad Meetings account, allowing them to schedule meetings on your behalf.
Let's get into the details.
Who can use this
To assign a delegate, you'll need a Dialpad Meetings Business license.
Delegated userscan be on either a Business or Free license.
How to assign a delegate
To assign a a delegate to your Dialpad Meetings account, go to your Dialpad Meetings dashboard.
Select Menu
Select Account
Navigate to Delegates
Select Add delegate
Enter the email address of the person you want to connect accounts with
Select Add
Dialpad Meetings will send an email confirmation to your delegate, and you’ll see the connection under the Delegates section.
Switch profile
Once you’ve been assigned as a delegate, you can switch between your profile and your delegates' account.
To log on with your delegates’ profile, head to your Dialpad Meetings dashboard.
Select Menu
Select Delegates
Select the user you want to log in as
Linked users can hover over their profile picture and select Delegates in the pop-up menu to switch.
Note
Even though the accounts are connected, delegated users cannot change your Dialpad Meetings password, access your payment method or history, or add other linked users to the account.
Remove a delegate
To remove a delegated user, go to your Dialpad Meetings Dashboard.
Select Menu
Select Account
Navigate to Delegates
Select Remove beside your the delegate you want to to remove
Meeting delegation
Once the accounts are linked, Executives Assistants (EAs) can also schedule meetings for their delegated user via the Dialpad Meetings Google Calendar Add-on.
One-click scheduling ensures the correct meeting room link is provided every single time, but also lets the EA manage the meeting as the organizer.
Learn all about Meeting Delegation here.