Depending on your role in Teamleader Focus, your access or permissions to certain features in the Customer Meeting add-on will be different. Read this article to learn what rights admins vs users have in the Customer Meeting add-on.


A Teamleader Focus admin will automatically be an admin in the Customer Meeting Add-on, while a Teamleader Focus user will be a non-admin (normal team member) in the Customer Meeting add-on.


Admins


Admins have the following permissions by default:

  • Access to all users’ cloud recordings: admins can access all recordings that are uploaded to the cloud in meeting rooms in which they have 'Is Host' rights. If a user stores his/her recordings locally in their browser however, admins won’t be able to see this. Read this article for more information.


  • Access to all users’ meeting types: admins can see and edit all their team members’ meeting types. Admins are also the only ones that can create team meeting types.
  • Access to all users’ meeting rooms if you set the 'meeting room access level for team admins' to 'Is host' in the Team settings:
    • Admins can access the meeting rooms and let in knocking guests in all their team members’ meeting rooms. 
    • In the meeting room overview, admins have an overview of all meeting rooms with a snapshot of the last shared content per room.
  • Admins can create meeting room templates which can be used for meeting rooms or meeting types.
  • Admins can set up the integrations in the Customer Meeting add-on and activate or deactivate certain options. Settings are immediately applied for everyone in the team:


Non-admins


Non-admin users don’t have any of the above permissions by default, however the team admin can (optionally) give them:

  • Access to all users’ meeting types: if this is set up, users can see and edit all their colleagues’ meeting types.

  • Access to all users’ meeting rooms (read more about team accessibilities in this article):
    • In Settings > Team Settings, admins can set up the default meeting room access level for team members to “is host”:
      • All team members will be able to access each others’ meeting rooms and let in knocking guests
      • Admins can allow overriding the team access level for individual meeting rooms:
        • Team members don’t have host access to each others’ meeting rooms, but they can grant each other that access per specific meeting room.
        • Meeting rooms and recordings where users have host access, will appear in their profile

    •  In Settings > Team settings > Team, admins can set up the default meeting room access level for team members to “Can always join":
      • All team members will be able to access each others’ meeting rooms, but they won’t be able to let in knocking guests
      • Admins can allow overriding the team access level for individual meeting rooms:
        • Team members don’t have access to each others’ meeting rooms, but they can grant each other “can always join” access per specific meeting room.
        • Meeting rooms where users have “can always join” access, will appear in their profile, recordings will only be visible for users/admins with host access

  • Meeting templates: non-admin users can't create meeting room templates, but they can use the existing meeting templates (created by admins) for their own meeting rooms/meeting types.