Organizations allow owners to create, manage, and distribute resources across multiple teams and allowing team members to collaborate more effectively, without needing permission for every interaction.
Creating an Organization also enables Live Enablement features such as Coaching Cards, Bookmarks and Team Notes along with powerful features like Tags and Private Meetings.
🗣️ The data of all organization members is owned by the Organization.
How to create an Organization
Step 1: Navigate to your Salesroom Account.
Step 2: Press on the "Create Organization" button on the left navbar.
Step 3: Fill in the required fields, such as organization name and logo.
Step 4: Click "Save". Your new organization has been created!
How to create a Team
To set up teams within your Organization:
Step 1: Navigate to your newly created Organization.
Step 2: Click on the "Create Team" button.
Step 3: Fill in the required information, like the team name.
Step 4: Invite individuals to the team by entering their email addresses. Here, you can assign roles like "Manager" or "Member".
Once you invite a new person to your team, they will receive an email explaining the situation and allowing them to accept your invitation. They must accept the invitation to join the organization, as all their data ownership will be transferred to the organization. They need to confirm that they are comfortable with this transfer before it occurs.
Step 5: Click "Save". Your new team is now ready!
You can create and manage multiple teams within your organization, and team members can belong to more than one team.
Managing Permissions
As an Organization Owner, you have full control over permissions. You can assign either a manager or member role to team members.
Managers have the ability to edit team settings, invite new members, and manage coaching cards and meeting templates for their teams.
Members can consume and contribute to meetings and highlights without needing explicit permission from the meeting owner. (a key change from previous functionality)
Viewers can view the team's past meetings, highlights, and resources (such as coaching cards and meeting templates), but do not contribute meetings to the team.
To manage permissions, navigate to the specific team settings page.
| Org Owner | Team Manager | Team Member | Team Viewer |
Update Org Settings | ✅ | ❌ | ❌ | ❌ |
Create Teams | ✅ | ❌ | ❌ | ❌ |
View Teams | ✅ | ❌ | ❌ | ❌ |
Invite Members | ✅ | ✅ | ❌ | ❌ |
Remove Members | ✅ | ✅ | ❌ | ❌ |
Create, Edit and Delete Meeting Plans and Coaching cards | ✅ | ✅ | ❌ | ❌ |
Start Meeting on Behalf of Meeting Owner | ✅ | ✅ | ✅ | ❌ |
Watch Other Member's Highlights | ✅ | ✅ | ✅ | ✅ |
View Other Member's Files | ✅ | ✅ | ✅ | ✅ |
Contribute to Team in Lobby | ✅ | ✅ | ✅ | ❌ |
See List of Members Meetings | ✅ | ✅ | ✅ | ✅ |
View Meeting + Watch Recording | ✅ | ✅ | ✅ | ✅ |
Enforcing Team Settings
As an Organization Owner, you have the ability to enforce specific settings such as "Recording Mode", “Announce Recording” and “Recording Deleting” for each team. To do this, navigate to the organization settings page and select the options you wish to enforce.
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.