Overview
Kickscale allows you to control who can view your Meetings. You can easily grant explicit access to individual colleagues. You can also grant access to entire teams within your Workspace. This helps with collaborating on Deals, Coaching, and sharing Customer Conversations.
Step-by-Step Instructions
Open the Meeting: Navigate to the Overview section and open the specific Meeting you want to share.
Click Share: In the top-right corner of the page header, click the Share button.
Select Share in Workspace: A dialog box will open. Click on the Share in Workspace tab.
Review Current Access: You will see lists showing who already has access. This includes users with explicit access and teams with access.
Add Users or Teams: To add a user, search for them under "Users with access." Click their name to add them. [screenshot here]
To add a team, search under "Teams with access" and click to add them. Everyone in that team will gain access.
If there are no teams in your workspace, the team section will not be shown
Save Changes: Click the Save button. A success message will appear. The added users will now see the Meeting in their Workspace.
Tips & Best Practices
Share with teams: If multiple people need access, share it with their team. This is much faster than adding users individually.
Combine with mentions: You can also grant access by tagging a colleague. Simply use
@in a comment.
Troubleshooting
Can't find a user or team: Ensure the user or team is properly added to your Workspace in the Settings.
The user cannot see the Meeting: Ask the user to refresh their browser. Have them check their Overview page again.
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If you need further assistance, feel free to reach out to us at support@kickscale.com.