Settings

Customize Meetric to match your brand (available on Business and Enterprise plans):

• Company Logo: Upload your logo (shown in navigation and reports)
• Brand Colors: Customize accent colors to match your brand
• Custom Domain: Use meetings.yourcompany.com (Enterprise only)
• Email Templates: Customize notification and report email styling

Use the Users page for account-level access management and profile updates.

1. Open Settings → Users
2. Create users with Add User, assign an initial role, and select a required team
3. Edit role, primary team, and department directly from the user table
4. Open Edit User to update full name, phone, LinkedIn URL, and preferred language
5. Use password reset and invitation actions when onboarding or recovering access

Teams define the primary collaboration structure for users and reporting views.

• Create Team: Add a new team with a clear ownership scope
• Edit Team modal: Update team name, department link, and team-level notetaker/email import overrides in one place
• Add Members: Add users to a team and keep one primary team assignment per user
• Managers: Open Managers to assign or remove team managers
• Cleanup: Remove members or delete teams when no longer needed

Departments organize conversations, analytics, and automations at a higher business level.

• System Departments: Enable or disable built-in departments per account
• Custom Departments: Create, edit, reorder, and delete custom departments
• Edit Department modal: Manage department naming plus notetaker/email import overrides from the same modal
• Managers: Assign department managers from the Managers action
• Operational Settings: Configure department-level notetaker and import behavior inside each department modal

Meetric separates account governance from scoped management responsibilities:

• Account role: Defines baseline administrative authority (`member`, `manager`, `admin`, `owner`).
• Team managers: Explicit assignments for specific teams.
• Department managers: Explicit assignments for specific departments.

Customize keyboard shortcuts for faster navigation:

Click any shortcut to customize it. Avoid conflicts with browser shortcuts.

Choose which events trigger notifications:

Keep your account secure with strong authentication:

• Change Password: Update your password regularly
• Two-Factor Authentication (2FA): Add an extra layer of security
• SSO (Single Sign-On): Use company SSO (Enterprise only)
• Active Sessions: View and revoke active login sessions
• API Keys: Manage API access tokens

✓ Minimum 8 characters
✓ At least one uppercase letter
✓ At least one number
✓ At least one special character
✓ Not a commonly used password
✓ Different from previous 5 passwords

1. Go to Settings → Security
2. Set your MFA policy (Off, Admins and owners, or All users)
3. Choose a verification method when prompted:
   • Authenticator app (Google Authenticator, Authy)
   • Email verification (6-digit code or secure link)
4. For authenticator app setup, scan the QR code or enter setup key
5. Complete step-up verification with your selected method

Control how your conversation data is used:

Meetric complies with major privacy and security standards:

View your current subscription details:

• Plan Name: Starter, Business, or Enterprise
• Billing Cycle: Monthly or Annual
• Team Members: Current / Limit
• Conversation Hours: Used / Included
• Next Billing Date: Auto-renewal date
• Current Cost: Monthly or annual amount

Compare plans and upgrade at any time:

1. Click "Upgrade Plan" in Settings → Billing
2. Compare features across plans
3. Select your new plan
4. Choose billing frequency (save 20% with annual)
5. Confirm upgrade

Pro-rated billing: When upgrading mid-cycle, you only pay the difference for the remaining time. When downgrading, credit applies to next bill.

Manage how you pay for Meetric:

• Credit/Debit Card: Visa, Mastercard, Amex, Discover
• ACH Direct Debit: Bank account (US only)
• Wire Transfer: For annual Enterprise plans
• Purchase Order: Net-30 terms (Enterprise only, credit check required)

Access billing history and download invoices:

• View all past invoices in Settings → Billing → Invoices
• Download PDF receipts for expense reporting
• Set up automatic invoice forwarding to [email protected]
• Add purchase order numbers to invoices

Download all your data in a portable format:

1. Go to Settings → Data Management
2. Click "Export Data"
3. Select what to export:
   • All conversations (transcripts, recordings, metadata)
   • Insights and analytics
   • Team and user data
   • Integration configurations
4. Choose format (ZIP with JSON, CSV, and media files)
5. Initiate export (may take minutes to hours depending on size)
6. Download link sent to your email when ready

Permanently remove data from Meetric: