Settings

Use Settings → Profile to manage your personal account information used across Meetric.

• Profile picture: Upload or replace your avatar image
• Identity fields: Update full name, email, phone number and LinkedIn profile URL
• Timezone: Set your preferred timezone for local-time display in meetings
• Password: Use Change Password to start password reset/update flow
• Save changes: Click Save Changes to persist profile updates

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

1. Open Settings → Users
2. Click Add User to open the Add New User modal
3. Fill required fields in the modal: Email, Full Name, Role and Team (required); Department is optional
4. Click Create User to save the user
5. Manage user rows using the Actions menu: Edit, Integration metadata, Reset Password and Archive
6. Use table columns (Name, Email, Department, Team, Role, Status, Licenses, Integrations, Last Login) to audit account access state

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

• Create Team: Click Create Team to open the Create New Team modal
• Define ownership: Set team details in the creation modal before saving
• Add Members: Add users to a team and keep one primary team assignment per user
• Row actions: Open Actions for Edit Team, Add Member, Managers and Remove
• Cleanup: Use Remove when that action is available for your access level

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

• System Departments: Enable or disable built-in departments per account
• Custom Departments: Click Add Custom Department to open Create Custom Department
• Naming: Define department naming in the creation modal
• Row actions: Open Actions for Edit, Managers and status toggle (Disable/Activate)
• Removal: Remove appears for removable custom departments

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.

Conversation Privacy controls when conversations can be shared beyond the owner, and which teams or departments are invited to view another team or department's conversation data. These rules apply to conversation access and to downstream areas that depend on conversation visibility, including dashboards, topics and Meetric AI answers.

The hierarchy is inherited in this order: Account → Department → Team. In the overrides list, departments appear under Account. Teams linked to a department are indented under that department. Teams without a department link appear directly under Account.

Meetric includes common keyboard shortcuts for faster navigation:

These shortcuts are currently fixed defaults in the app (not user-customizable from Settings). Some key behavior can vary by browser and OS.

The current Notifications settings screen provides per-user toggles for email-delivered reminder and summary notifications:

Configure notifications from Settings → Notifications:

1. Open Settings → Notifications
2. Select the tab you want to review (Reminder, Owner or External)
3. Use the toggle at the top of each tab to enable or disable that notification type
4. Review the built-in preview content to confirm what recipients will see

Keep your account secure with strong authentication and policy controls:

• Change Password: Start password reset/update from your profile
• MFA policy: Configure enforcement at account, department and user override levels
• Self-serve MFA reset: Reset your own MFA factors when recovery is needed
• Retention controls: Set retention policies for recordings, transcripts and stored data

✓ 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

In the current Security UI, this section is used to configure MFA enforcement policy.

1. Go to Settings → Security
2. Set account-level MFA enforcement (Off, Admins and owners or All users)
3. Add department overrides when a specific department needs stricter or different enforcement
4. Add user-level overrides for exception handling on individual users
5. Use reset actions when you need to clear an override and return to inherited policy behavior

Privacy-related controls in Settings are currently exposed through specific pages:

• Retention policies: Configure recording, transcript and data retention periods in Settings → Security (Retention section).
• Legal policy links and notices: Manage Terms of Service, Privacy Policy, Data Processing Agreement and recording disclaimer content in Settings → Legal.
• Conversation privacy rules: Configure account defaults, department/team overrides and invited viewers in Settings → Conversation Privacy for eligible roles.

Meetric complies with major privacy and security standards:

Use Settings → Licensing to review your current contract and package state:

• Contracts and packages: Review active package/catalog entries and included products.
• Seat usage: Track assigned versus available seats for relevant packages.
• Upgrade readiness: Review upgrade capability state based on role and tenant configuration.
• Request history: Inspect pending and recent upgrade requests where available.

Upgrade flow options are capability-driven and may differ by workspace:

1. Open Settings → Licensing.
2. Review package candidates and select the target package.
3. Follow the offered path for your role/account:
   • Direct upgrade (when permitted)
   • Checkout flow (when checkout is enabled)
   • Invoice intent / approval flow (when consent/decision routing is required)
   • Manager request path (when self-serve upgrade is restricted)
4. Confirm and monitor status from Licensing activity/requests views.

Operational controls around licensing are spread across Settings pages:

• Seat assignment: Assign/unassign users to licensed seats via Users/Licensing-integrated flows.
• Seat capacity: Add or remove seat capacity where your role and package allow it.
• Upgrade approvals: Approve/reject upgrade requests when you have required authority.

Invoice-related approval/confirmation can appear as part of upgrade intent workflows.

• Use Licensing upgrade flows to create and confirm invoice intents where enabled.
• Use request/approval history in Licensing to track invoice-driven upgrade state.
• If your workspace uses external billing operations, final invoice handling may occur outside this Settings page.

Use the following locations for currently exposed data lifecycle operations:

• Retention policy: Configure recording/transcript/data retention in Settings → Security (Retention).
• Conversation cleanup: Delete conversations from conversation list/detail actions where your role permits it.
• User lifecycle: Archive users from Settings → Users when access should be removed.
• Audit exports: Export account audit logs from Settings → Audit Log when that feature is enabled.