The Basics

MeetingSense Pro was designed to be flexible enough to work within you company’s very specific cultural meeting topography. The platform lets you and your users easily customize, and then work within your Organization’s existing team and project structure to empower maximum meeting collaboration efficiency. Your MeetingSense Pro account connects all of the people collaborating around your meetings, action items, projects, files, and much more.

Users in your account differ based on their roles and responsibilities. You account can have any number of “Administrators (or Admins)”, “Publishers”, “Members”, and “Guests”. All of these users working together in different capacities on the platform, make up your organization’s MeetingSense meeting ecosystem.

To Pay or Not to Pay – How You’re Charged to Use MeetingSense Pro

The Publisher designation allows users to create content in your MeetingSense Pro ecosystem. These users can:

  • Install and leverage MeetingSense integrated plugins
  • Schedule, conduct, and publish notes for meetings
  • Assign action items
  • Create MeetingSense Projects
  • Add files to the system
  • Collaborate with all other users

Publishers can be added in the Admin area, which is accessed from your user avatar in the top right-hand corner of your MeetingSense Dashboard. Only Account Admins can add/manage Publishers. All of the MeetingSense user types can be made a Publisher, as it is a separate designation that governs only the ability to create content in the system. When you designate a user as a Publisher, they become a paid MeetingSense user.

MeetingSense Pro User Types

MeetingSense user types govern what users can see/access in your system. Each user type is given differing levels of access to content. From the highest – top ‘Organization-level’, to the lowest – access to only the individual objects in the system they’ve directly been invited to view. All user types in the system can comment on, and add files to, objects (meetings, action items, projects) they were invited to participate in.

MeetingSense Pro user types are:  

Admins will administer your organization’s MeetingSense Pro account from the top down. Admins do things like add/disable/manage all of the users in your account, Edit your account information (like your org name and custom URL), and create/edit your Teams (more on this below). You can have as many Admins as you like, and unless you also make these Admins Publishers, they are free users.

Members are given access to view/access your Organization’s content from the top down. Members can be invited (by Publishers) to view/access/comment on Meetings, Action Items, Projects, Teams, and Files within your Dashboard. Member’s viewership is determined by the Publishers in your system and the objects and areas (Teams and Projects) to which they are given access. Members cannot create content in the system or set their own access to objects they weren’t invited to see. Like all user types, Members can be made Publishers as well, and would then also be able to create their own content. Members can only be invite into the system by Admins, from there Publishers determine what they see.

Guests have to be explicitly invited to view specific content in your system by Publishers. Guests can be internal employees or external contributors (contractors, partners, etc…) who don’t need to create content in the system, but might need to complete an action item assigned to them by a Publisher, add a file to a meeting, or comment on a Project newsfeed. Guests can never see anything at the top Organizational level of your platform, only individual objects they’ve been invited to see. Guests can be added by an Admin and are automatically added to the system when a publisher invites the to a meeting, assigns them an action item, or invited them to a project. Using the Guest designation is a great way to empower cross-company, or even cross-team collaboration without having to give unnecessary or risky access to things they shouldn’t be seeing. It also takes them 10 seconds to sign up for their own account and it’s totally free to everyone.

Setting up your MeetingSense Platform architecture. 

Your MeetingSense Admin(s) will set up the structure of your Platform by creating “Teams” within your shared dashboard, while Publishers will create their own Projects.

Teams are just groupings of users within your MeetingSense account. Admins go to their Dashboard’s Org Management Pane on the left of the main navigation bar. They create Teams and invite that Team’s members. Teams in MeetingSense should mirror the Teams you have in your Organization today. Some good examples of MeetingSense Teams would be: Marketing, Sales Team, R & D Group, Support Staff, etc…

Once created, Team members will access a Team’s specific view of the MeetingSense Pro Dashboard via the left-sidebar control – Teams you’ve been invited to will show up in the left side panel (you’ll also get an Team invite email). Clicking on one of your Team listings in the sidebar, will change your entire Dashboard’s view to display only content assigned to and housed within that Team. Teams are a great way to ensure that meeting and project content is properly grouped and accessible to those who need it. Of course you can share this content outside of the group via the privacy settings of the individual content objects assigned to that Team (more on this in other sections)

Projects are similar to Teams, in that they group people and content together in order to create an optimized collaborative environment. Projects within MeetingSense work just as they do in your company. It’s a way to ensure that all of the important meetings, action items, files, and collaboration that make up projects are always grouped together and are quickly and easily accessible to those who need it most.

Projects also have Admins and members, a start and end date, and essentially act as a virtual space/page for project members to store, access, and collaborate around project content and materials. Projects are accessed by the Projects navigation tab in your MeetingSense Pro Dashboard, and each Project has it’s own ‘home page’ view of everything all of the Project members have added to the project.