Administrators can quickly and easily invite additional advisers or team members to join their Meeting Ally practice.
How to
Accessing the Team Page
Log in to your Meeting Ally account.
Open User Settings from the main menu.
Under Practice Settings, select Team.
You will see a list of current team members, their roles, and account status.
Inviting a User
From the Team page, select Invite users (top right).
Enter the email address of the adviser or team member you wish to invite.
Send the invitation.
Completing Registration
Once invited:
The user will receive an email from Meeting Ally.
They follow the link in the email to register their account.
The user will appear on your Team list as active.
Once registered the new user can start uploading and generating file notes immediately.
Additional details
Only administrators can invite and manage users.
New users are given the adviser role by default. See Roles for more details.
When adding a new team member you will automatically be charged a pro-rated amount based on the remaining days in your current billing cycle. Please see Billing & Subscriptions for more details
Troubleshooting
If the teams page is not visible, confirm you are logged in as an Administrator.
If the invite button is inactive, confirm you are on a paid subscription.
If an invitation email is not received, ask the user to check their spam or junk folder.