Skip to main content
Success Center

Create a GlobalMeet Collaboration client

For admins only.

A user in the Admin Portal system is a client, and that client can have one or more audio conferences and web meetings (accounts). The site you assign a client controls the Admin Portal URL they use, their audio conferences, and their web meeting URLs.

Note: Make sure you have the client's email address. This will be their login ID for their meeting room.

To add a new GlobalMeet Collaboration client:

  1. On the Administration menu, select Client Management > Add a Client
  2. On the Add a Client page, under Profile, assign the client to a site. The site sets the Admin Portal URL for the client.

    If you are a Hub Group Admin or CCA, you must select a site. CCAs must also select a company.

    Note: If you are a Hub Admin, both company and site are already selected.

    View example »
    AddAClient-ProfileInformation-Profile_cropped.png
  3. Leave the user type as Hub Moderator (a meeting host), or select an admin level for the client. 
  4. Enter the client’s email address and other contact details.
  5. Click [+] Address and enter the client’s physical address.
    View example »
    EditAClient-ProfileInformation-Address_cropped.png
  6. Optional. Click [+] Billing Information and define default billing and/or reporting codes to include in all meeting reports for the client.
    View example »
    AddAClient-BillingInformation_cropped.png
  7. Click [+] Products to provision the meeting service, and then select Select this client's products to be provisioned.
  8. For audio account type:
    • If your company has licensed GlobalMeet Web HD Audio for meetings, select GlobalMeet Audio.
    • Otherwise, select GlobalMeet Audio NA.
  9. For Web Product:
    • Select GlobalMeet Web HD Audio (if licensed).
    • Otherwise, select GlobalMeet Web.
    View example »
    AddAClient-Products-GMAudio+GMWeb_cropped.png
  10. Click Save. The Admin Portal creates the client, provisions the services, and sends a welcome email.

    When finished, a success page displays key details about the new client. Under Audio Conferences or Web Rooms, click View Details to confirm that the settings are correct.

    Note: The site settings control meeting room features like screen sharing, file sharing, recordings, and webcam. Learn more »

  • Was this article helpful?