With the Customer Meeting add-on, you can easily schedule, meet and engage with customers online. Read this article to learn how to give your Teamleader Focus colleagues access to the Customer Meeting add-on, or how to revoke their access to it.
Give someone access rights
Before you can give someone Customer Meeting add-on rights two conditions must be fulfilled:
- You must be an administrator in Teamleader Focus. If you want to expand the number of administrators or, for example, add an HR manager as administrator read this article to learn how to assign admin rights.
- You must have access to Settings > Users
Difference Basic and Beyond package Customer Meeting add-on
When you’re on the Basic package of the Customer Meeting add-on or you’ve activated the Beyond trial package, every user in your Teamleader Focus licence has access rights to the Customer Meeting add-on by default. If you have 5 users in your license for example, 5 users can activate and use the Customer Meeting-add on. As every user already has access after you’ve activated the add-on in your account, you shouldn’t take any further actions.
When you’re on the Beyond package however, you can’t give someone access to the Beyond functionalities of the Customer Meeting add-on if you didn’t buy enough users via your licence page first. If you only have 3 Beyond users in your license for example, only 3 users can activate and use the Customer Meeting add-on. To check how many Beyond add-on users you have, please consult this page in your Teamleader Focus account (only accessible for administrators). If you still have to buy extra add-on users, please read this article first.
If the above conditions are fulfilled, you can give a user access rights by following the next steps:
- Go to Settings > Users > three dots next to the user
- Click on Edit Customer Meeting rights
- Give your colleague ‘Access’ and click on Confirm
Note: After assigning Customer Meeting rights to a user, every user needs to personally activate the Customer Meeting add-on in their own account. Read this article for more information.
Revoke access rights
If you want to revoke the Customer Meeting rights of a user, follow these steps:
- Go to Settings > Users > three dots next to the user
- Click on Edit Customer Meeting rights
- Change the access rights into ‘No access’ and click on Confirm
Beyond package
When you’re on the Beyond package, revoking access rights is not the same as actually removing Beyond add-on users from your licence. In order to remove add-on users, please consult this article.