• Owner:
• There is only one Account Owner.
• The Owner has Admin and Host capabilities.
• The Owner is responsible for billing duties.
• The Owner can set the Company Name and Street Address that appear in Email Invitations.
• On Enterprise accounts, the Owner has access to the white label settings.
• Admin:
• Admins have all Host capabilities.
• Admins are able to join, edit, and delete other hosts' and admins' meetings and recordings.
• Host:
• Hosts can create and join video conferences and webinars.
• In Pro and Enterprise accounts, hosts can record their meetings.
• Hosts have their own Account Dashboard and calendar, they do not see other hosts' meetings or recordings.

• Navigate to your account in your browser (e.g. "app.website.com").
• Enter your User Name and Password and click Login.
• If needed, you can reset your password by clicking the Forgot Password link.

• When successfully logged in, you will see your Account Dashboard.
• Hosts do not have access to the Billing and Users buttons.
• Admins do not have access to the Billing button.
• The API is only available on Enterprise accounts.

The Users section allows you to manage Host and Admin users of your account.

• Add: add a new Host and/or Admin user to the account.
  • Requires an available host license.
  • Additional host licenses can be added to your subscription from the Billing section.
  • Send the newly added login the activation email so they can set up their password.
• Edit: edit the selected user.
• Delete: delete the selected user.
  • Deleting a user deletes all associated data including meetings, recordings, API keys, and usage history.
  • Deleted users and their data are not recoverable.

The Billing section allows you to view your current plan and make changes to your plan and billing preferences.

• Edit Plan: Change your plan, billing frequency, number of host licenses, or cancel the subscription.
• Edit Payment Method: Update the credit card on file for future payments.
• Past Invoices: View PDFs of your previous payments.

• Plan: Change plans (Starter, Pro, Enterprise).
• Billing: Change billing frequency between Monthly or Annually.
• Hosts: Increase or decrease the number of host licenses.
• You can only remove host licenses that are not in use by an active user.
• If you delete an active users, you will be able to remove the host license that was occupied by that user.
• All accounts require a minimum of 1 license to remain active.
• Cancel: Cancel your subscription immediately, and retain access to the end of the current billing cycle.

• Add/Edit Payment Method: Update the credit card on file for future payments.

The API section allows you to generate API tokens for use with integrations.

• API Playground: Discover and test the available schema and API calls.
• API Endpoint: The endpoint for your account for all API requests.
• API Token: Use the token to authenticate API requests.
  • Generate: Create a new token.
  • Revoke: Delete the existing token (cannot be undone).

Send your participants an email invitation, calendar event, or text with your meeting link and/or information.

• Open Meetings: Email or text your meeting link to your participants.
• Secure Meetings: Email each user their own unique link.
• Open Webinars: Email or text your webinar link to your participants.
• Webinars with Registration: Email or text the reistration link to your participants.
• Open Meetings with Special Attendees & Webinars with Special Attendees: Email or text your open link to your participants. Email secure links to the Special Attendees.
• Click on Invitations from the panel on the left of your Account Dashboard.
• Select a meeting from the drop down menu.
• If you have just finished creating a meeting, then it will already be selected in the drop down menu.

• Open Meetings: Send either email invitations or text your meeting link.
  • Enter email addresses of your participants.
  • Separate email addresses with a comma.
  • Click Send.

• SMS: Send a text to your participant.
  • Texts can only be sent one to Open Meetings.
  • Texts can only be sent to one participant at a time.
  • Enter the cell phone number of your participant and click Send.

• Secure Meetings: Attendees receive the invitation with their access key.
  • You'll see the list of users who have been added to your meeting listed in the Invitations window.
  • Remove users if necessary.
  • Click Send.

• Webinars with Registration: Send your webinar audience a link to the Registration page.
• Enter their email addresses and click Send.
• Separate email addresses with a comma.

• Calendar Events: Send your participants a Calendar Event using your Outlook or Google Calendar.
• Click on Create Calendar Event to open the details window.

• Title: Defaults to the meeting name. This is the title of the calendar event.
• Start: Date and time the event will start on your recipients' calendars.
• End: Date and time the event will end on your recipients' calendars.
• Description: The body of the calendar event. For Open Meetings, the meeting link is included by default. For secured meetings, it is recommended not to include sensitive details such as a user's key, so each link is not included.
• To: Enter the email addresses of your participants.
• Add to Outlook: Opens a new window where you can log into your Microsoft Outlook Calendar (if not already logged in). Use Outlook's interface to complete sending the calendar event.
• Add to Google: Opens a new window where you can log into your Google Calendar (if not already logged in). Use Google's interface to complete sending the calendar event.

The Recordings section shows you a list of previously recorded Meetings and Webinars.

• Click on Recordings on the left side of your Account Dashboard.
  • The Owner and Admins on the account have access to all recordings.
  • Hosts have access only to their own recordings.

• Select a recording from the list:
  • Request Download/Playback: Click Request to retrieve your recording.
    • This step is required before accessing any recordings.
    • Check back after a few minutes to see the process of your request.
    • Once the recording has been processed, additional buttons to download and play your recording will appear.

• Play: Opens the recording in your web browser so that you can view it immediately.
• Download: Download an MP4 file of your recording to your computer.
• Copy: Copy either the Download or Playback Links to share with other people.
• Delete: Delete the recording (cannot be undone).

The Reports section allows you retrieve account data.

• Click on the Reports icon on the panel in your Account Dashboard.
• Usage Report: Find out historical data about meetings. You'll be able to see who joined meetings, what times they joined and left, and information about their connection.
• Invitation History: Find out the status of your Email Invitations.

• Filter by Date Range: Select from presets like "this week" and "last week" or select a custom date range.
• Filter by Login: Owners and Admins will be able to filter results by particular logins on the account.
• Filter by Status: Filter between active and inactive meetings. If you're unsure, select Both.
• Select Meeting(s): Choose one or a several meetings from the list to narrow your search.
• Select all meetings: Check to see data for all meetings on your account.
• Run Report: Click the Show Meeting Usage button to see your results.

• When you have your results, you can either export to CSV or PDF files.

• Filter by Date Range: Select from presets like "this week" and "last week" or select a custom date range.
• Filter by Delivery Status: Choose between Delivered Invitations and Bounced and Pending Invitations. Select Both to combine your results
• Run Report: Click the Show Invitations History button to see your results.

The Files section allows you upload and manage documents and files for use during meetings and sharing with meeting participants.

• Click on the Files icon on the panel in your Account Dashboard.
• Select a file from the list to:
  • Delete: Deletes the file and cannot be undone.
  • Share: Allow specific people to have access to your file or share it with an entire meeting. When shared with a meeting, the file will appear in the Meeting Files list for that meeting and all participants will have access to the file. When shared with a specific user, the file will appear in that user's Your Files > Shared With You folder.
  • Download: Download a copy of the file onto your computer.
• Click the Upload button to start uploading files to your account.

• When Sharing a file, you can choose meetings from the left or individuals on the right.
• Make your selection(s) and click on Update Sharing

• How to upload files:
• You can drag and drop files from your computer onto your browser to get them ready to upload or...
• Click on the upload icon to browse for files instead.
• Folder Options: Click on Create a New Folder to upload your file(s) to a new folder.
• Click on Upload Now to upload your file(s).

The Settings section allows you to change basic account details, login details, or branding settings depending on the user and account type.

• Account Details: Admins and Hosts can adjust their email address, phone number, and full name.
  • Email Address: Used to log into your account.
  • Phone Number: Used for internal contact purposes.
  • Full Name: Display name that appears in meetings, email invitations, etc.
  • Meeting Duration: Set the default duration for a meeting when you create it.

• Owners can also add the Company Name and Address.
• Enterprise Accounts have additional branding settings.
  • For a full explanation of each branding option, please use this link - Theme, Logo, and Custom Options PDF