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MeetingSense Teams

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)

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How to Create a Team

Only Organization Administrator can create or edit Teams – this includes adding/editing members, naming/renaming the Team, and setting the Team’s privacy level.

Teams are set by default to be Private for the Organization. This means that all Projects, Meetings, Action Items etc, in that Team can only be viewed by the Team Members.

Creating a Team

Open your Organization and Team side panel by clicking the right-facing chevron (arrow) next to your Organization’s name. This will open the panel. Find and click the, “Create new meeting” button under your Organization name. Fill in the lightbox with a:

  • Team Name
  • Choose your Team members
  • Assign Team Admins by clicking the cog next to those users (you can also demote members this way)
  • Pick a security level
  • Click Save
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Team Members

Team members have standard access to Public Team information (Projects, Meetings, and Action Items). They cannot create or edit Teams. Team members will have access to Team information if they’ve been given access at the individual object level.

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Team Administrators

Team Administrators have the ability to create new and edit existing Teams. This allows them to create or change the Team name, add or remove Team members (or demote/promote them), and select the Team’s permissions.