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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 »
  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 »
  6. Optional. Click [+] Billing Information and define default billing and/or reporting codes to include in all meeting reports for the client.
    View example »
  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 »
  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 »

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