Invite Dialpad Meetings Team Members
  • 29 May 2023
  • 2 Minutes to read
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Invite Dialpad Meetings Team Members

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Article Summary

Dialpad Meetings lets Admins create and manage accounts for their entire team. 

Let’s take a closer look at the steps required to purchase licenses, create accounts, and invite team members.

Who Can Use This Feature
To create and manage a team, you'll need to be an Admin on a Dialpad Meetings Business plan.

Purchase Licenses for Team Members

To purchase the licenses to acquire local or toll-free lines on behalf of your team, navigate to the Team Icon on your Dialpad Meetings Dashboard. 

Here, you'll see any new or existing licenses in the Team menu. It displays active accounts, pending invitations, and available licenses at a glance.

DPM_purchase_liscence.png

Select Purchase Licenses,  to enter the order form in which you'll determine the amount of local and toll-free lines to acquire and the associated cost. 

Screen_Shot_2022-04-25_at_4.18.34_PM.png
DPM_confirm_purchase.png

Review your order summary and click Confirm purchase to submit the order

Note:
Licenses issued through Dialpad Meetings receive a unique local phone number. Outside the United States and Canada, local phone numbers can only be obtained by reaching out to the Dialpad Meetings Sales Team

Assign Licenses for Team Members

From the Dialpad Meetings dashboard, select the Team icon to open the Team menu. Click Assign Licenses.

Here, you will find 2 methods to assign licenses.

DPM_Assign_liscences.png

  1. Create team member accounts: With this method, you'll provide a name, email address, and conference phone number area code before Dialpad Meetings shares an email with the user to create a password
  2. Invite team members: With this method, Dialpad Meetings shares an invitation link, and the user can choose their own email address and select a conference phone number area number in addition to creating a password

Choose an Assign Licenses method, and Dialpad Meetings will alert users by email that they're invited to join your team

In either method, you're able to review the licenses for local or toll-free lines available. Both methods allow you to enter the user's name, email address, and account type (local or toll-free line).

Tip:
To remove any licenses, get in touch with the Dialpad Meetings Support Team to have them deleted.

CSV Files and Creating Accounts

In order to upload a CSV file to create accounts for a large number of team members, ensure the CSV file is formatted exactly as shown here:

csv-create-sample.png

  • Don’t include headers in your CSV file (such 'Name' or 'Email Address')
  • License types should either be 'standard' or 'tollfree'
  • Click here to review a full listing of area codes
  • Typos will cause an error in the invitation being sent
  • Toll-free lines do not require an area code; leave that field blank
  • * - Send a request to the Dialpad Meetings Support Team to include notes

Spreadsheet software normally exports a CSV file with commas (,) separating the values. If yours does not automatically, be sure to change that setting to commas (,) instead of a semicolon (;) or any other delimiter.

CSV Files and Inviting Accounts

In order to upload a CSV file to invite your large number of team members to create their own accounts, make sure the CSV is formatted exactly as shown here:

csv-invite-sample.png

  • Don’t include headers in your CSV file (such as 'Name' or 'Email Address')
  • License types should either be 'standard' or 'tollfree'
  • Typos will cause an error in the invitation being sent
  • Toll-free lines do not require an area code; leave that field blank or delete it
  • * - Send a request to the Dialpad Meetings Support Team to include notes

Spreadsheet software normally exports a CSV file with commas (,) separating the values. If yours does not automatically, be sure to change that setting to commas (,) instead of a semicolon (;) or any other delimiter.

CSV_Inviting_Accounts_-_Creating_Accounts.csv

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