Managing your team
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.
Inviting users
In the Team section on Team Management, click on + Invite to invite people to your team on Metaview.
When inviting colleagues, you can set:
Seat type:
Pro,Core,View-onlyAccount role:
MemberorAdminWhether you want Metaview to send them an email invite
You can also invite team members listed under the Not on Metaview section. These are colleagues that are listed on your connected ATS system, or that 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 organization on Metaview. If your organization 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.
Assigning seats and roles
All team members at your organization that that have created a Metaview account are listed under the Team 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).
Each team member is assigned an account role that can be updated by admins.
Members: Can only
their interviews and those that have been shared with them Admins: Can
all interviews in your organization, and manage seats and roles.
Each team member is assigned a seat type that can be updated by admins. See Pricing for details on paid subscriptions.
Pro: Paid subscription assigned to high-volume and enterprise users with unlimited monthly calls.
Core: Paid subscription assigned to low-volume users (max of 12 calls per month, per user). This monthly quota does not roll-over and is reset on each monthly basis of the subscription's anniversary date.
View-only: Free user that can access shared calls (or manage users if they have an admin role), but cannot invite Metaview to their own calls.
A Trial tag will also show up next to any users on a free trial.
Changing a team member's seat type from a paid (Pro or Core) to View-only (free) will not cancel or alter any subscriptions associated with your company account. The existing subscription can be reassigned to another user. To reduce the number of paid users on your subscription or to cancel, please contact accounts@metaview.ai.
Buying or canceling subscriptions
To purchase a Pro, Core or Custom enterprise subscription, click on Add more seats on Team Management and follow the instructions. Click here if you'd like to set up a demo or to speak to sales first.
Purchased subscriptions are not assigned to a specific user and can be assigned to anyone on your team based on your team's needs throughout the year.
To reduce the number of user subscriptions on your team or to cancel your subscription, simply send a cancellation notice to accounts@metaview.ai ahead of your monthly or annual renewal date.
Invoices are sent automatically by email to the billing contact on your monthly or annual renewal date. Please contact accounts@metaview.ai if you'd like to make changes to your billing contact or payment details.
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.
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 from Metaview will not cancel or alter any subscriptions associated with your company's account or delete their data. To reduce the number of paid users on your subscription or to cancel, please contact accounts@metaview.ai.
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 organization.
To request account and data deletion, please contact privacy@metaview.ai.
Assessing usage
To review your team's usage of Metaview, click on a user under the Team section in Team Management. Your
For even more data, please see our new
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.
Merging your account
If you use multiple emails within your existing organization, 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 organizations. 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.
For additional questions and requests regarding managing your team, please contact support@metaview.ai.