What can Team Owners and Team Admins do?
By clicking on a specific team, Team Owner and Admin(s) can see and manage:
Add/remove team members and select their team roles and permissions
See the list of team members' meetings (note that this doesn't mean they can access meetings unless they are added as observers)
Change the meeting mode for their team members' meetings
See and adjust the usage cap (only Team owners can adjust it)
Dashboard (number of team members and their overall activity)
Subscription (Team owners only)
Team data accessible to Team Owners and Admins
As a Team Owner or Team Admin, you have access to a detailed overview of your team members' data. Please note that there are some differences between what Owners and Admins can see and do - you can learn more about those differences here.
Here is a list of everything both roles can monitor:
1. List of team members, their assigned roles and number of their meetings
- team member's role: owner/admin/assistant/trainer/member. Read more about managing their roles here.
- how many meetings they have completed and/or scheduled as host, guest, observer
- review their activity: comments and moments added in all meetings
2. A list of meetings allocated to your team
- host, guest and observer name
- credits used for that specific meeting
- date and time
- status (completed, scheduled, missed, deleted, processing)
- meeting mode (train, review)
- comments added
Note: you will not have access to data from meetings that your team members completed but did not assign to your team):
If your team members want to allocate a specific meeting to your team, they can do so by following these steps.
3. Usage and usage cap
- Team owners can see the usage cap and update it when needed
- Team Admins can only see this page
4. General team information
- number of team members
- meetings hosted
- meetings reviewed
- moments added (the number of all moments manually created by users in all meetings allocated to that team)
- comments added (the number of all comments made on all moments in all meetings allocated to that team)
5. Team metrics
- Provides a clear, consolidated view that makes it easy to spot trends, celebrate successes, and identify where extra support can make the biggest impact. Read more about team metrics here.
