Invite Dialpad Meetings Team Members
- 29 May 2023
- 2 Minutes to read
- Print
- DarkLight
- PDF
Invite Dialpad Meetings Team Members
- Updated on 29 May 2023
- 2 Minutes to read
- Print
- DarkLight
- PDF
- New
Article Summary
Dialpad Meetings allows Admins to purchase licenses and create accounts for their team. To purchase licenses, navigate to the Team Icon on the Dashboard and select Purchase Licenses. Assign Licenses can be done by creating team member accounts or inviting them with an invitation link. CSV files can also be used to create or invite large numbers of team members, but must be formatted correctly with no typos.
Share feedback
Thanks for sharing your feedback!
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.
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.
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.
- 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
- 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:
- 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:
- 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.csvWas this article helpful?
