Manage Your Team

Let’s take a look at how to manage your team in Dialpad Meetings.

Access Your Admin Controls

From the Dialpad Meetings dashboard, select Menu and navigate to the Team icon

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

Team Overview

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In the Team Overview section, you'll get a glance at active accounts, pending invitations, and available licenses. You can also select Assign Licenses or Purchase Licenses to build out your team, organizing local or toll-free lines to use.

Team Settings

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

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

Active Accounts

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

From here, an Admin can use the Active Accounts section to:

  • Monitor names, email addresses, conference phone numbers, phone types, and PINs
  • Take action
    • Send Account Info
    • Export Call History
    • Toll-Free Upgrade
    • Downgrade
    • Delete
    • Give Analytics Access
    • Make Admin

If you choose to export call history for a specific user, the CSV file will include start and end times for conferences, their durations, 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.

 

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