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.
How to distinguish between your multiple meetplaces?
If you are the owner of more than one meetplace, you can easily tell them apart visually by customizing their color scheme. As a meetplace owner, you can change the default setting of the meetplace colors to match your brand colors from meetplace settings, as below.
Add team members:
Start diving heads first into adam.ai, the first thing you'd typically want to do is invite your team to your meetplace, so you'd be able to create meetings, which you don't usually have with just yourself. Note that only the owner and admins of a meetplace can invite members.
Here's how to start adding your team members:
Adding members can be done from two places within adam.ai, the first one is from adam.ai settings then click on users tab, the second is from adam.ai users page.
So from either one, click on the add icon (+) to start adding new members.
Note: You can also manage meetplace users directly from adam.ai users, or from adam.ai settings then click on users tab.
All you'd need to do is type members' email addresses to send them invitations to adam.ai. Or if you had a list of emails you want to be added at once, copy and paste them into the email bar, and you'll find them 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 in 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:
Like it's shown in the above image, if you head into the members tab in settings and choose pending from status, you'll find the members whom you've sent invitations to join your meetplace, just select revoke invitation and the invitation sent to that member will be canceled.
Delete team members:
If you head into members tab in settings you can choose members view by status as active, pending, or deactivated.
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 like 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 into the members tab in settings and choose deactivated from status. All deactivated members will appear there, where you can reactivate them from the options dropdown.