Setting up your meetplace

Create meetplace:

A meetplace is like an online headquarters for a company, a group, or a team, where they can meet up to create and manage meetings.

First, you'll need to create a new account, so visit adam.ai signup page, then you'll need to enter your name and email address, then you'll be sent a confirmation email within minutes. You can also signup with your Google or Office 365 account.

You'll also need to enter your meetplace URL, ( eg. comapny.adam.ai ), which you'll use to access your meetplace anytime. 

 

After creating your new account, there's a product tour you can check out to get to know adam.ai a bit more. By default your account is on the free plan, which is 5 members per meetplace, you can upgrade your plan from adam.ai billing.

 

There are also some basic roles in a meetplace, and they're as follows:

The owner: the only user with the authorization rights to manage the meetplace's settings and members. The meetplace’s creator is by default its owner but he/she can transfer ownership to any active member in the meetplace.

Admins: besides the owner, a meetplace can have many admins who manage members. However, admins cannot manage each other, only the owner has the right to manage admins (deactivating them).

Members: they can create projects, schedule and manage meetings, take notes, upload files and assign actions.

 

How to navigate between multiple meetplaces?

If you are a member of more than one meetplace, you can easily navigate between one meetplace to another as follows:

First, sign in to another meetplace, select your profile from the top right side of the app and select "sign in to meetplace" as attached below. You'll then be directed to another page where you'll be requested to add your meetplace URL.

Add team members:

The first thing you'd typically want to do is invite your team to your meetplace, so you'd be able to create meetings. Note that only the owner and admins of a meetplace can invite members.

Here's how to start adding your team members:

You can add users either from the settings > users tab or directly from the users page. Click on the add icon (+) to start adding new users.

 

Add users' email addresses to send them invitations to join adam.ai. You can also upload an excel sheet and your users will be added

To find out how many members are left to be added to your meetplace you'll just need to check your subscription plan.

You can see members you invited and their status (active, pending, deactivated) from the members tab in settings.

You may need to resend the invitation if a team member hasn't accepted their invitation within the time limit. 

Note: Invitations sent to members expire in 72 hours, so members need to confirm within this time limit, otherwise the meetplace owner will need to resend invitations.

Cancel a member's invitation:

Head to settings > users and choose pending from status, you'll find all the pending invitations, select more options > then revoke invitation and the invitation sent to that member will be canceled.

 

Delete team members:

Head to settings > users, and you'll find all the active users, select more options next to the user's card, then select deactivate.

Deleting members on adam.ai can be done by deactivating them, you can't entirely delete members from adam.ai. The reason why adam.ai doesn't adopt such concepts as deleting members entirely, is because the meetings created are the organization's assets, not the individual members, and it can't afford to lose them. 

How to reactivate a deactivated account:

Head to settings > users and choose deactivated from status, you'll find all the deactivated invitations, select more options > then reactivate invitation and the invitation sent to that member will be canceled.