Let’s take a look at how to manage your team in Dialpad Meetings.
Access Your Admin Controls
From the Dialpad Meetings dashboard, select the Team icon. It will display information including licenses assigned and available, team settings, and active accounts.
In the Team Overview section, you'll get a glance at active accounts, pending invitations, and available licenses. You can also select Assign Licenses or Purchase Licenses to build out your team, organizing local or toll-free lines to use.
Looking to have a little more control over your team and its conferences? Welcome to the Team Settings section. From selecting hold music to uploading a custom logo, this is the place to do it.
To learn more about Team Settings in Dialpad Meetings, visit our Help Center article that walks through each option.
Use the Active Accounts section to view a list of all team members who've accepted their invitations and team members for who you've successfully created accounts.
From here, an Admin can use the Active Accounts section to:
- Monitor names, email addresses, conference phone numbers, phone types, and PINs
- Take action
- Send Account Info
- Export Call History
- Toll-Free Upgrade
- Give Analytics Access
- Make Admin
If you choose to export call history for a specific user, the CSV file will include start and end times for conferences, their durations, Participants, and chat history. It will also include links to recordings; however, recordings are no longer accessible if the user's account is ever deleted. So we recommend the user enables 'Anyone With a Link Can Access Recordings' in their personal settings and that Admins download recordings before deleting any user accounts.
You can also export an account list as a CSV file to easily see a list of all users and their information in Dialpad Meetings.