Manage Your Team

Managing your team is a piece of cake in Dialpad Meetings.

Let’s look at how to customize your Meetings settings to set your team up for success.

Who can use this

You must be a Dialpad Meetings Admin on a Business license or a Dialpad Company Admin to manage a team. Refer to our Pricing Page to see if you have access to this feature. If you have any questions about your plan, reach out to your Customer Success Manager or Dialpad Customer Care.

Access Team settings

To access your team settings, head to your Dialpad Meetings dashboard.

1. Select Menu

2. Select Team

   

   Here you will find information on your assigned and available licenses, team settings, active accounts, and more.

Team overview

In the Team overview section, you'll get a glance at active accounts, pending invitations, and available licenses. Want to add more users? You can also assign licenses or purchase licenses to grow your team, setting local or toll-free lines to use.

Notes

Dialpad Meetings users connected to a Dialpad account must manage their meeting licenses through the Dialpad Admin Settings.

Check out this Help Center article to learn how to add team members to your Dialpad Meetings account.

Team settings

Looking to have a little more control over your team and its meetings? Welcome to the Team Settings section. From selecting hold music to uploading a custom logo, this is the place to do it.

To learn more about Team Settings in Dialpad Meetings, visit our handy Help Center article FAQ.

Active accounts

Use the Active Accounts section to view a list of all team members who've accepted invitations and team members for whom you've successfully created accounts.

From here, Admins can:

• Monitor names, email addresses, conference phone numbers, phone types, and PINs

• Take action

  • Send Account Info

  • Export Meeting History

  • Toll Free Upgrade

  • Downgrade

  • Delete

  • Give Analytics Access

  • Make Admin / Downgrade Admin
    

If you choose to export call history for a specific user, the CSV file will include start and end times for meetings, the duration, Participants, and chat history. It will also include links to recordings; however, recordings are no longer accessible if the user's account is ever deleted. So we recommend the user enables 'Anyone With a Link Can Access Recordings' in their personal settings and that Admins download recordings before deleting any user accounts.

You can also export an account list as a CSV file to easily see a list of all users and their information in Dialpad Meetings.

Note

Admins can only remove or delete users that have matching domains to their account with the exception of the following: gmail.com, googlemail.com, hotmail.com, yahoo.com, live.com, aol.com, msn.com, icloud.com, apple.com, gmx.com, mail.com, mail.ru, outlook.com, ymail.com, and ugimail.net.