Create meetplace:
A meetplace is like an online headquarters for a company, a group, or a team, where they can meetup to create and manage meetings.
First you'll need to create a new account, just visit adam.ai signup page, then you'll need to enter your email address and 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 a new account on adam.ai, 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.
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 into the members tab, the second is from adam.ai members.
So from either one, click on the add icon (+) to start adding new members.
Note: You can also manage the members of your meetplace directly from adam.ai members, or from adam.ai settings then into the members 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 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 invitations 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.
Delete team members:
If you head into the members tab in settings you can choose the members view by status either 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 concept 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. Also in case you wanted to add these members again, which you can also do by reactivating members similarly.
Cancel a member's invitation:
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 cancelled.
