Within a workspace their are two categories of controls that can be configured:
- Settings - These are used to designate:
- The meetings Read will join
- What is displayed in the Read Assistant
- What level of metrics access users will have
- Email distribution of post meeting reports and recaps
- The ability to delete the workspace or migrate meetings
- Permissions - These are used to designate:
- Which user roles can add people to the workspace
- Which user roles are allowed to access different tabs of Chief Meeting Officer within the workspace (Dashboard, Meeting Manager, Collaboration, Meeting Reports, Custom Reports, and Recommendations)
- Which user roles can see transcripts and participant level metrics
- Which user roles can access Workspace Roll-ups and Team Roll-ups
Settings:
Meeting Preferences
Each dropdown above allows you to configure your preferences:
- Meeting Roll: Read can either join All meetings or only meetings where the user is the Host.
- Meeting Types: Read can either join internal meetings only or both internal and external meetings.
Read Assistant
- You can update which users are allowed to update the Read Assistant display
- Configured if you want EA to display anything or which metrics you want to show
Metrics Sharing
- You can update which users are allowed to update the workspace preferences
- Choose between open, overview, and private metrics for when reports are shared from the workspace
- Open Metrics: All meeting metrics are available to those in the workspace
- Overview Metrics: Only aggregate meeting metrics are available (i.e. doesn't include participant level metrics)
- Private Metrics: Only the meeting owner and users of the same level can see all meeting metrics
Email Digests
- Set your workspace email frequency for post meeting reports
- Configure who will receive emails for post meeting reports
- You can update which users are allowed to update the workspace preferences
Workspace Actions
- Here you choose to migrate your past meetings into this workspace or delete the workspace altogether
Permissions:
Membership
- Configure which roles can invite users to a workspace. This can either be an Admin, Manager, or both
- In the case users are within multiple teams you can choose to honor the least or most restrictive settings
Chief Meeting Officer
- Configure who is allowed to edit this setting
- Set which user roles are allowed to see the different tabs in the Chief Meeting Officer suite
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