Invite Your Team and Set Up Your Organization

Easily invite members to join your organization, assign roles, and set up the perfect environment for success. Our step-by-step process ensures a smooth onboarding experience for all.

Workspace Customization

Tailor the Workspace for Each User

Customize user permissions and roles based on their responsibilities. Our flexible onboarding process ensures that each team member gets the right tools and access to contribute effectively.

Custom User Permissions
Set specific permissions for each team member based on their role and responsibilities.
Role-Based Access Control
Assign roles that automatically provide appropriate access levels and feature availability.
Flexible Team Structure
Create a workspace structure that adapts to your team's unique workflow and collaboration needs.
Customized workspace dashboard showing tailored user permissions and role-based access control

Step-by-Step Process

It Has Never Been Easier to Focus on Your Meetings

Our streamlined three-step process makes team onboarding effortless. From sending invitations to setting up permissions and launching the onboarding experience, everything is designed for simplicity and efficiency.

Send the Invite
Send personalized invitations directly from your organization dashboard.
Set Roles & Permissions
Assign roles and permissions before onboarding to streamline the setup process.
Kickstart the Onboarding
Onboard new users with custom guidelines and role-based access to specific features.
User onboarding interface showing step-by-step guided process for new team members

Bring Your Team Together through Invitations

Guide your team through a smooth onboarding process with personalized instructions. From day one, ensure they have the tools and insights needed to succeed.

Frequently Asked Questions

Simply access your organization dashboard, navigate to the team section, and click "Invite Members". You can send personalized invitations via email with role assignments and custom welcome messages.

Yes! Our flexible role-based system allows you to create custom roles with specific permissions. You can assign roles before or after the invitation, ensuring each team member has the right level of access.

New users receive a guided onboarding experience tailored to their role. They'll be introduced to relevant features, provided with role-specific guidelines, and given access to the tools they need to contribute effectively from day one.

Absolutely! Each role can have a customized onboarding flow with specific guidelines, feature introductions, and access controls. This ensures that team members receive relevant information based on their responsibilities.

You can easily modify team member roles and permissions through your organization dashboard at any time. Changes take effect immediately, allowing you to adapt access levels as team responsibilities evolve.

Set Up Your Team for Success

Explore more features to manage your organization and optimize team collaboration

Define Company Values

Set your organization's core values and track how they're mentioned in meetings. AI automatically monitors when values are discussed, creating consistent cultural reinforcement across your team.

Google Calendar Sync

Connect your Google Calendar to automatically record scheduled meetings. Never miss a meeting again with intelligent calendar integration that starts recording when your meetings begin.