Teams
Team owners can manage their entire team in one place and see members Meetings, Files and Highlights etc, without needing to be granted permission. Joining a team means others can help coach, review, or step in whenever needed.
BenefitsLimitationsUsage InstructionsNaming Your TeamInvitingPermissionsInvite EmailEditingRemovingSettingsTeam DetailsFiltering Team Content for Team Owners
Benefits
- Team owner can see all their teams data without needing to be invited to meetings.
- Inviting someone to a team gives the team owner full ownership of their data.
- Team members can watch other members highlights, contribute to team notes and request access to meetings they are curious about.
Limitations
- Users can only be a member of one team at a time.
Usage Instructions
Naming Your Team
Your team name is your company name on Salesroom. It will show up in the calendar invite your customers see. You can always change this at any time from the team settings page under “Company Name”.
Inviting
You can invite people to your team regardless of whether they have a Salesroom account or not. If they already have an account, remember that you will gain control of their data after they accept your invite so be sure before inviting.
From the team page, click the “Invite member” button, add their email address, select the permission level and click “Invite”. They will show as “Invite Pending” until your invite is accepted.
Permissions
ㅤ | Owner | Member |
Invite Members | ✅ | ❌ |
Remove Members | ✅ | ❌ |
Start Meeting on Behalf of Meeting Owner | ✅ | ✅ |
Watch Other Members Highlights | ✅ | ✅ |
View Other Member's Files | ✅ | Request Access to Meeting |
Contribute to Team in Lobby | ✅ | ✅ |
See List of Members Meetings | ✅ | ✅ |
View Meeting + Watch Recording | ✅ | Request Access to Meeting |
Invite Email
After you invite a new person to your team they will receive the following email explaining what is happening and allowing them to accept your invite.
Editing
From the team members page you can edit members to change their permissions.
Removing
Removing a member will deactivate their account within Salesroom. You can invite them back to the team to restore access to their data.
Settings
Team Details
Add your Company Name, Description, Website and Logo to ensure all your teams show the correct company information everywhere on Salesroom.
Filtering Team Content for Team Owners
Team member's meetings, Files and Highlights etc will show to all team owners. You can filter by team member or show just your content or just your team’s content.