Setting Up Your Team Space on Meetlib
Step 1: General Information
Begin by defining the identity of your organization on Meetlib:
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Access the Configuration Interface by clicking "Create an organization" on your dashboard.
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Display Name: Enter the name under which your organization will be recognized on Meetlib. This name should reflect the identity of your firm or company.
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Email & Phone Number: These essential details facilitate easy communication with your clients and team members.
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Public Photos: Upload images that embody the spirit and activity of your organization. Whether it's photos of your team in action, your premises, or your logo, they will help to strengthen your brand image.
Step 2: Describing Your Team Space
In this tab, you have the opportunity to detail your organization's profile, which is essential for communicating your identity and services to members and potential clients.
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Choose Language: Select the language in which the Team Profile information will be displayed. This ensures that the information is presented clearly and understandably in the languages where your organization operates.
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Profile Title: Provide a title that captures the essence of your activity. For example, "Legal Expertise and Consulting."
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Description: Use this space to talk about your organization. Describe your history, missions, areas of expertise, and anything that can value your profile in the eyes of clients.
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Skills: List the specific skills or services your organization offers. This will quickly help visitors understand how your team can assist them.
Step 3: Member Management
Managing who is part of your team is fundamental to the proper functioning of your organization on Meetlib.
- Member List: Here, you can see all the current members of your Team Space. This page is also where you can invite new members to join your team.
Step 4: Adding a New Member
To add a new member to your Team Space:
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Activate the User as a Member: Ensure the button is set to "ON" to allow the new user to become an active member of the team.
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Organization: If applicable, assign the new member to the correct division or department of your organization.
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Display Name: Enter the full name of the member as it should appear on your tracking dashboard, thus facilitating easy identification.
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Email: Provide the professional email address of the member. This address will be used for all communications and notifications related to Meetlib.
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Phone Number: If necessary, provide a contact number for the member, which can be useful for internal communications or urgent situations.
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Language: Select the preferred language of the member to ensure smooth communication within the team.
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Allow This Member to Sell?: If the member has the right to offer services or conduct transactions on behalf of the organization, activate this option.
By carefully following these steps and using the screenshots as a reference, you will be able to set up an organized and functional Team Space that will facilitate daily management and collaboration within your organization.