Metaview allows you to manage your team’s accounts at your company. You can access Team Management options here or from the sidebar menu on your Metaview account.
Some team management functionalities are only available to account administrators. If you believe that you should be an account administrator on your company’s Metaview account, please reach out to your current admin so they can grant you access.

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Inviting users

In the Team section on Team Management, click on Invite team to invite people to your team on Metaview. When inviting colleagues, you can set:
  • Seat type: Pro or Free
  • Account role: Member or Admin
  • Whether you want Metaview to send them an email invite. To prevent spam, only the first invite to a user will trigger an invite email.
How to invite colleagues You can also invite team members listed under the Not on Metaview section. These are colleagues who are listed on your connected ATS system, or who were invitees or participants on calls that Metaview was invited to. These individuals have not yet created a Metaview account.
Please note you can only add colleagues that have an email address with a domain connected to your workspace on Metaview. If your workspace uses multiple email domains (e.g. google.com, google.co.uk, google.fr, google.ca) and you want them all managed on the same Metaview account, please have an account admin contact support@metaview.ai so that we can add them.

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Assigning seats and roles

All team members at your workspace who have created a Metaview account are listed under the People section on Team Management as shown below. Use the 🔎 (search) feature to find team members by their name or email (try both just in case). Image

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Account roles

Each team member is assigned an account role that can be updated by admins.
  • Member: Can only Access their interviews and those that have been shared with them
  • Admin: Can Access all interviews in your workspace, and manage seats and roles. Please note admins on free plans are subject to feature and view limitations.

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Seat types

Each team member is assigned a seat type that can be updated by admins. See Pricing for details on currently available plan types.
  • Pro: Paid subscription assigned to users with unlimited monthly calls.
  • Free: Users on a free plan have restricted access to Metaview features and capped monthly conversations.
We offer monthly and annual billing options, in addition to custom team packages to meet your needs. Please contact our team for details, or book some time with us here.
Changing a team member’s seat type from paid (Pro or Core) to Free will not cancel or alter any subscriptions associated with your company account. The existing subscription can be reassigned to another user. See Managing Subscriptions for details.

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Activity status

Each team member has an activity status under Capturing calls. Enabling Capture is required for Automatic scheduling features. To change a user’s capture status, set toggle the switch on or off. Manage Team Activity Status Pn

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Removing users

To remove Metaview access from a current user on your team or from a former employee, click on their account under the Team section on Team Management and click Remove member. Conversations for removed users will continue to be available to admins and other users with Access. Manage Team Remove User Pn Removed users will be found in the Archived section. Admins can unblock archived users by selecting the user and clicking the Unarchive user option. Manage Team Unarchive Pn Archived users are blocked from accessing Metaview.
Removing a user from Metaview will not cancel or alter any subscriptions associated with your company’s account or delete their data. See Managing Subscriptions for details.
If your team has an ATS connected to Metaview with an employee sync feature, Metaview will match their status in your ATS. Employees deactivated from your ATS will also be automatically removed from Metaview.
Removing a user will not necessarily stop Metaview from joining all their calls. Interviewers can opt-out from Metaview joining their calls using the same form that is available to candidates for your workspace.
To request deletion of a Metaview account, please contact privacy@metaview.ai.

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Assessing usage

To review your team’s usage of Metaview, click on a user under the People section in Team Management. Your Access permissions will determine how much information you see and the calls you have access to. Manage Team User Snapshot Pn For even more data, please see the Reports feature.

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Transfering your account

Metaview does not permit users to transfer their account to a new employer or move their processed data (e.g. notes, recordings of conversations) to new accounts. If you are changing employers, you will need to create a new Metaview account using your new employer email. When working as an embedded recruiter and you are given a client’s email to use for your recruiting activities, you will need to set up a new Metaview account using the client’s email.

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Merging your account

If you use multiple emails within your existing workspace, or you need to update your email (e.g. company has a new email domain), please reach out to support to help you with this transition. Unfortunately, we cannot currently merge accounts belonging to different companies. When working as an embedded recruiter and you are given a client’s email to use for your recruiting activities, we recommend that you set up a new Metaview account using the client’s email. Recruiters with Pro subscriptions are eligible for complimentary licenses which can be used with any of their client emails and connect multiple calendars. Please contact support@metaview.ai for details and provide the emails you would like to use.