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Team Management

Invite members, assign roles, and organize into groups.

In this guide

  1. 1. Invite team members
  2. 2. Roles
  3. 3. Groups
  4. 4. Removing and reactivating members
  5. 5. Onboarding checklist
  6. 6. Team policies

1Invite team members

Go to Team and click Add Member. Enter their name, email, and role. They'll receive an email with login instructions. If your plan's seat limit is reached, you'll be prompted to upgrade.

2Roles

MeetMatch has three roles:
  • Admin — full access to all settings, billing, team management, and analytics.
  • Sales Manager — access to analytics, pipelines, questionnaires, and team member schedules. Cannot change billing or org settings.
  • Salesperson — access to their own events, appointments, availability, personal room, and meeting notes.
Admins can promote or demote members from the team page by clicking the role dropdown.

3Groups

Switch to the Groups tab to create teams within your organization (e.g. "Enterprise Sales", "SMB Team"). Groups can be assigned to event types for targeted routing and to pipeline stages.

4Removing and reactivating members

Admins and sales managers can remove a team member's access without deleting their data. Click a member in the Team page to open their detail panel, then click Remove from Team. A confirmation dialog explains what happens:
  • The member immediately loses access to the organization.
  • All historical data is preserved — their call recordings, meeting notes, salesperson fingerprint, and appointment history remain intact for reporting and analytics.
  • Their seat is freed, so it no longer counts toward your billing.
  • The action is reversible.
Removed members appear dimmed in the team list. To bring someone back, open their panel and click Reactivate Member. Safety guards: You cannot remove yourself, and you cannot remove the last active admin in the organization.

5Onboarding checklist

Each team member has an onboarding checklist visible in their member panel. Admins can Nudge all incomplete tasks to send a consolidated reminder email to everyone who hasn't finished setup.

6Team policies

Admins can set organization-wide policies that control what team members can do when they join. Go to Settings → General and scroll to the Team Policies card. Available policies:
  • Require MeetMatch Video — when enabled (the default), team members cannot connect Zoom, Webex, or Google Meet. All meetings use MeetMatch's built-in video conferencing with local recording and AI call intelligence. Admins are exempt and can always connect external providers for testing.
  • Allowed Meeting Types — when external video is permitted, admins can choose exactly which location types (MeetMatch Video, Google Meet, Zoom, Phone, In Person, Custom) are available when creating event types.
  • Require Calendar Connection — team members must connect Google Calendar or Outlook during onboarding for conflict-free scheduling.
  • Require Availability Setup — team members must set their working hours during onboarding before they can receive bookings.
Policies are enforced across the entire platform: the onboarding wizard, the Availability page, the Calendar Settings panel, the Event Types location dropdown, and even the OAuth connection API routes. Non-admin members see a notice explaining their organization uses MeetMatch Video when external providers are blocked.

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Managing Appointments

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Team Policies for Admins

More in Schedule

Creating Event Types

Set up booking types for prospects to schedule with your team.

Setting Your Availability

Configure working hours, days off, and timezone.

Managing Appointments

View upcoming and past meetings, outcomes, and follow-ups.

Team Policies for Admins

Control video providers, meeting types, and onboarding requirements for your team.

Pre-Meeting Questionnaires

Gather information from prospects before they book.

Personal Meeting Room

Your always-on meeting link for instant calls.

Sharing & Embedding Your Booking Page

Share your scheduling link and embed it on your website.

No-Show Protection

Reduce no-shows with smart reminders and overbooking.

Team Utilization Heatmap

Visualize your team's availability, bookings, and open gaps at a glance.