Sharing
Metaview allows you to easily share your transcripts, recordings, and notes with others within your company and externally. A paid Metaview subscription is not required to view shared conversations.
On your notes page, select the Information tab, go to the Actions section and click on Share.
You will see a pop-up menu with a list of all accounts that already have access to this call.
With colleagues
In the Share conversation popup window, enter your teammate's email in the field and click Share. They will receive an email alerting them that you have shared a conversation on Metaview with them. To access the conversation they will need to create or login to their Metaview account.
In the popup window, enter your teammate's email in the field and click Share. They will receive an email alerting them that you have shared a conversation on Metaview with them. To access the conversation they will need to create or login to their Metaview account.
Please note that you will not be able to share a conversation with someone that is not part of your organization using this option. If you want to share a conversation with someone outside your organization, use the sharing option for people Outside your organization described below.
Within your organization
On your notes page, select the Information tab, go to the Actions section and click on Share.
In the Share conversation popup window under General access, click on the drop down and select the Organization - All organization members can view and edit option. Click Copy Link. Share the generated link with anyone in your organization. To access the conversation they will need to create or login to their Metaview account.
To disable a general access link that has been shared, you can change the General access option back to Invite Only - only participants and people invited can view and edit. Once a call is deleted, it will not be available via this link.
Outside your organization
On your notes page, select the Information tab, go to the Actions section and click on Share.
In the popup window, under General access, click on the drop down and select the Anyone with the link - Anyone with a link can view and edit option. Click Copy Link. Share the generated link with anyone that you want to share this conversation with.
A Metaview account is not required for the recipient to access shared notes with this setting. Anyone you share this link with can therefore access your shared call transcript and notes anonymously.
To disable a general access link that has been shared, you can change the General access option back to Invite Only - only participants and people invited can view and edit. Once a call is deleted, it will not be available via this link.
Calls shared with me
Any calls that were shared with you will appear under the Shared with me tab on your home page.
Please contact support@metaview.ai if you have any questions.