Share a meeting
Give a person, a group, or your whole organization access to a meeting.
A meeting starts with only its owner, the person who recorded or uploaded it. Everyone else reaches it through sharing, whether you shared it by hand or an auto-share rule did it for you.
Share a meeting
Open the meeting and open sharing
Open the meeting and open its share settings.
Choose who gets access
Add a person by name or email, or add a group. Sharing with a group covers everyone in it, including people who join the group later.
Choose their role
| Role | What they can do |
|---|---|
| Viewer | Watch the recording, read the transcript, see the insights |
| Editor | Everything a viewer can do, plus edit the meeting and share it onward |
Editor access with an expiration can edit the meeting but cannot share it onward.
Give Viewer unless someone needs to edit or reshare the meeting. Most people only ever need to watch.
Owner is not a role you can hand out. It stays with the person who recorded or uploaded the meeting, and only they and an admin can delete it.
Verify it worked
The share settings list everyone who can see the meeting today, and how they got access: individually, through a group, or through your organization defaults.
That third source catches people out. If someone appears there without you adding them, your organization default is granting it.
Organization defaults
Admins set what happens to new meetings across the whole organization:
| Default | What it means |
|---|---|
| Restricted | Meetings stay private to their owner until someone shares them |
| Organization (viewer) | Every member can watch every meeting |
| Organization (editor) | Every member can watch and reshare every meeting |
Restricted suits teams with sensitive meetings. An organization default suits teams that want everything open by habit. Change it in Settings.
Why a direct share is not the same as general access
Both let someone open a meeting. Only one puts it where they will find it.
A direct share to a person or a group lands under Shared Meetings, in the Shared With Me tab. That is the list people check for work sent to them.
General access makes a meeting reachable by everyone in the organization, but it does not put the meeting in anyone's Shared With Me tab. Those meetings sit in the Organization tab instead, which people go looking through rather than watch.
The result is a meeting reachable by everybody and surfaced to nobody.
The pattern that works: leave general access at Restricted or Organization (viewer), then use auto-share rules to share each meeting directly with the people who should see it. Access reaches the right people, and it reaches them in the place they look.
Sharing outside your organization
You can add someone outside your organization by email. If they already have a SalesEQ account, the meeting appears in their Shared Meetings like any other share. If they do not, they get an email saying a meeting was shared with them, and they can create an account to watch it.
That second path asks something of the recipient. To send a meeting to a customer or a candidate, a public link is usually the kinder option, because it opens without an account.
Next
- Groups covers sharing with a team rather than a list of names.
- Auto-share rules covers sharing without doing it by hand.