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Team Setup and Sharing

How to define teams and share meetings seamlessly

Written by Dan Huru

In MeetGeek, you can create teams and automatically share meeting assets with each other. In this article, we will review the following:

  • How to create a team in MeetGeek

  • How to share meeting content with the team (automated and manual options)

  • How to review team meetings

1. To create a team, go to the ‘Team sharing’ tab and press ‘Create team’.

2. Then, in the popup window, give your team a name and start adding members by entering their emails.

3. The members added to the team will immediately receive an email to accept the invitation to join your team. Until they accept it, you will see a clock icon near their names.

4. Now set the sharing rules for your team members by choosing any of the following options:

  • Automated

- You share meetings with others.

- You view the meetings of others but they can’t view yours.

- Everyone can view the meetings of other members.

  • Custom

You can set custom sharing options and mark what access rules you want to give your team members. Put a checkmark next to your team member if you want him to 1) view the meetings of others, 2) share all his meetings with others, or 3) do both - view & share.

  • Manual

No set rules. Meetings are shared manually with this team.

Choose this option if you want to avoid meeting content automatically being shared within your team. And share only the meetings you choose manually. To do that, choose the one you want to share from the Meeting page and click the "Share Meeting" button. Then type the name of the team in the input box.

5. Once you set up your team in MeetGeek, you can filter all your past meetings and see only the meetings of your team members. Use it to find a specific moment/phrase you discussed with your team but don't remember when exactly. You can easily do it with the Global search feature.

Tip: Use the team filter to check meeting insights at a team level. Improve meeting quality at any level of your company by adopting best practices and habits.

Why can't my team members see past meetings under their team?

If your teammates joined a team but can't see past meetings under that team's filter, the meetings haven't been deleted — they're hidden by view permissions. By default, members of a team don't automatically have permission to view each other's meetings. You set that explicitly when you configure the team's sharing rule.

To restore visibility:

  1. Go to Settings → Team Sharing in the MeetGeek web app.

  2. Open the team where members can't see meetings.

  3. Choose one of these sharing rules:

    • Automated → "Everyone can view the meetings of other members" — every team member sees everyone's meetings (simplest option).

    • Custom — tick the view checkbox next to each member who should see other members' meetings.

  4. Save the team settings.

Past meetings appear under the team filter for each member as soon as the view permission is enabled. No data is lost — the meetings, transcripts, summaries, and highlights stay in the account regardless of permission state.

Note: Trying to deactivate an account does not delete teams or meetings. If you attempted to deactivate and your team members lost visibility into past meetings, the cause is the view permission described above — not deletion. Reactivating or keeping the admin account active does not by itself restore visibility; the view permission has to be set on each team.

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