Control Meeting Settings for Team Members

Admins can control meeting settings for an entire team. It takes just a few clicks to customize the Dialpad Meetings experience on behalf of all team members, and there are some great options that let each user choose exactly how they want to take advantage of Dialpad Meetings' features.

Let's take a look at what team settings you can control and customize in Dialpad Meetings.

Who can use this feature?

To control and customize conference settings for your team, you'll need a Dialpad Meetings Business license while serving as an Admin.

Dialpad Meetings Team Menu

To get started, open the Team menu from the Dialpad Meetings dashboard and navigate to the Team Settings section.

 

DPM_Team_settings_1.png

Here, you have a list of options to enable, disable, or customize. Dialpad Meetings will transfer any modifications to team members, and some options may require them to take additional action in order to complete the setup.

Require Meeting PIN Numbers

Meeting PIN numbers are not required on Dialpad Meetings, but Admins can enable them for all meetings, or let team members choose to opt-in.

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Dialpad Meetings offers 3 unique options for PIN settings:

  • Allow team members to set: Users will decide whether or not a meeting PIN number is required
  • Require PIN for all meetings: Users will be required to have a meeting PIN number
  • Don't require PIN for all meetings: Users will not be required to have a meeting PIN number

 

Require Organizer to Start Call

Admins can set all calls to start when the organizer joins, or as soon as multiple participants are present. Team members can set this for their own accounts if the Admin allows it.Screen_Shot_2022-04-09_at_1.56.14_PM.png

Dialpad Meetings offers 3 unique options for who can start the meeting. Let's have a look at the possibilities below:

  • Allow team members to set: Users can decide whether or not the organizer is required for the meeting to start
  • Place callers on hold until organizer joins: Participants will automatically be placed on hold until the organizer joins the meeting
  • Allow meetings to begin without the organizer: Users will automatically have the call without the organizer present

 

Set Hold Music

Hold music plays in the waiting room before a call begins. Admins can choose among a variety of sounds, including Dialpad Meetings' popular "I'm On Hold" track.uc-set-hold-music.gif

 

Dialpad Meetings will accept custom hold music, too. Click the 'Upload audio file' button and select the file from your device. It must be an MP3 file and no larger than 10MB in size.

Admins can set the hold music for all calls, or they can allow team members to choose.

Set Custom Greeting

Choose what greeting you would like participants to hear when joining your team members' meetings by updating the Custom Greeting. Screen_Shot_2022-04-09_at_1.58.29_PM.png

Admins can choose between these three options:

  • Joining meeting now (default): Dialpad Meetings' standard recording will play as the custom greeting for all team members
  • Allow team members to set: Team members can choose Dialpad Meetings' standard recording or upload an audio file to serve as the custom greeting
  • Upload audio file:  Use a custom audio file to apply as the custom greeting for all team members

To set a custom greeting, select the Team icon from the Dialpad Meetings dashboard and go to the Team Settings section. Scroll to Custom Greeting and choose which type you'd like to play.

Admins can upload as many customized greetings as they’d like, but it must be an MP3 file and no larger than 10MB in size.

Require Google Single Sign-On (SSO)

Admins can enable Google Single Sign-On (SSO) for their team members. Users will be required to sign in (or sign up) through Google SSO to access their Dialpad Meetings account.

Navigate to the Require users to sign in with Google SSO? section and toggle the slider to the right to enable SSO.

DPM_TEAMS_SSO.png

 

Allow Team Members to Record Calls

Admins can allow team members to record their calls, generating a recording available only to the organizer after the call finishes.

Admins can allow team members to record their calls, generating a recording available only to the organizer after the call finishes.

Navigate to the Allow team members to record meetings? section and toggle the slider to the right to enable call recording.

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Allow In-Call Chat

Admins can allow team members to chat during calls. Chats are only viewable by the organizer and participants who join.

Navigate to the Allow in-meeting chat? section and toggle the slider to the right to enable in-meeting chat.

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Allow Video Calls

Admins can allow video meetings on Dialpad Meetings or limit team members to audio-only communication.

  • When enabled, users can still select how they want to join their meetings, with video or without video.
  • When disabled, users will not have the option to turn on the video and will be limited to audio.

Navigate to the Allow in-video meetings? section and toggle the slider to the right to enable video. DPM_allow_video.png

Allow Custom Action Items

Admins can allow custom action items, which let the organizer and participants create and assign notes during an active meeting.

Navigate to the Allow team members to capture customer action items? section and toggle the slider to the right to enable action items.DPM_action_items.png

Allow Co-Hosts

Admins can allow co-hosts, which are Participants with Organizer privileges in meetings.

Co-hosts are able to control audio recording, Dialpad Ai, meeting lock, meeting title, mute, and Participant removal.

Navigate to the Allow team members to enable co-hosts? section and toggle the slider to the right to enable co-hosts.

DPM_Cohost.png

 

Allow Emoji Reactions

Admins can allow the use of emoji reactions on Dialpad Meetings.

Navigate to the Allow team members to use Emoji Reactions? section and toggle the slider to the right to enable emoji use. 

DPM_Emoji_.png

 

Allow Dialpad Ai

Admins can enable Dialpad Ai (or 'Ai'), but team members also have the option to turn it on or off.

Navigate to the 'Turn on Ai during Meetings? section and toggle the slider to the right to enable Ai.

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Allow Virtual and Custom Backgrounds

Admins can enable Virtual Backgrounds, but team members also have the option to turn it on or off.

Navigate to the Allow virtual backgrounds during video meetings? section and toggle the slider to the right to enable custom and virtual backgrounds.

DPM_Backgrounds.png

Admins have the option to upload their Company logo to display on their team’s Meeting Dashboard and active meeting screen. 

To set a custom logo, select the Team icon from the Dialpad Meetings dashboard and go to the Team Settings section. Scroll to Custom Logo and click Choose File to upload the logo.

Admins will only be able to upload one logo per team account.

Other restrictions to keep in mind are:

  • File max. Dimensions are H 30px / W 150px
  • File can’t be larger than 10MB
  • File must be .png, .jpg., or .jpeg

You'll see the company logo on the web, but Dialpad Meetings' logo will continue to appear on mobile apps.

uc-custom-logo-upload.png

 

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