Q: What is the Meeting Policy?
A: In the Meeting Policy you can find the best days of week and times of day to have a meeting. There are additional breakouts by meeting size and duration so you can determine the best day, time, and size of meeting you should have. All of the breakouts can be looked at by Meeting Score, Engagement, Sentiment, and On-time rate.
Q: How do I view aggregated meeting metrics?
A: At the top of the Meeting Policy, Dashboard, Meeting Manager, and Meeting Report pages you will find dropdowns that allow you to aggregate by Organization and Team. You can even drill down to the individual level if your user settings allow you to do so.
Q: How can I customize the Read Assistant?
A: In your Workspace Settings navigate to the “Settings” tab and select “Read Assistant” from the menu. Here you can choose what the Assistant displays; just the name, logo (that you upload), or meeting metrics. You can also update the name from the default “Meeting Analytics from Read” to a custom name of your choice.
Q: What administrative settings are available for Workspaces?
A: Read provides full control over which users can access different aspects of the Workspace’s meeting analytics. This is done by assigning each user in your Workspace a role (User, Manager, Admin) and then configuring the Workspace Permissions (found under Workspace Settings) for each role.
Q: How do I configure a specific team’s settings and not the settings of the Workspace overall
A: Each team can be set up to have settings that make the most sense for how they use Read. To adjust team settings navigate to Workspace Settings > Select the Team you want to configure > select the gear icon at the top right. Here you can choose which tabs the team can access, if transcription should be on, and the level of reporting that is shared across team members.
Q: In our organization, employees can be on multiple different teams, can users be on multiple teams in a Read Workspace?
A: Yes! A user can be added to multiple teams. For example, if you had an Exec team setup in the Workspace, and members of the Executive team were also a part of the Sales team, they could be members of both teams in the Workspace.
Q: I want to update a team member from a User role to a Manager role, how do I do this?
A: To adjust a team member’s role navigate to Workspace Settings > Select the Team they are on > then choose “Manager” from the Team Role drop down
Q: I’m a manager and want to have visibility into how my team’s meetings are going.
A: You will need to request from your admin to update the Workspace Permissions for “Shared Team Data” to allow Managers to view. This permission can be found by navigating to Workspace Settings > Permissions > Roll-up Reports > Shared Team Data
Q: Does everyone in a Workspace see each other’s meeting analytics?
A: This depends on how the administrator of the Workspace has configured each user’s role and permissions. A Workspace can be set up in several ways: everyone has full transparency into all meeting reports, only managers can view other’s reports, or nobody can see each other’s reports. Permissions are highly customizable so that a Workspace can be configured to fit the needs of its organization.
Q: I would like to hide certain tabs on the side of the page. For example, I want only Managers to have the ability to pull Custom Reports.
A: Any tab can be hidden based on the permissions you set for users in your Workspace. To hide a specific tab go to Workspace Settings > Permissions > select Chief Meeting Officer from the menu below and choose which tabs you want to have available to Users, Managers, and Admins.
Q: We want to use Transcription in our workspace, but don’t want everyone to be able to view meeting transcripts.
A: First you need to make sure you have Transcription turned on for the Workspace. This can be found under Workspace Settings > Setting tab > then selecting Transcription from the menu below.
Then to set which user roles can see meeting transcripts navigate to Workspace Settings > Permissions > then select Meeting reports from the menu below. Here you can choose which user level can see meeting transcripts.