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Meeting Host — Meetings guide

Run a meeting people want to be in, and leave a record the right people can use.

Sets meetings up, runs them (admits people, polls, breakouts, recording), then shares the recording, transcript and minutes with the right people.

What you will be able to do

  • See what is on today and start or join it
  • Find any past meeting with its recording, transcript and minutes
  • Search what was said across meetings
  • Know what you may not see: the company-wide compliance register

What this role can and cannot do

CanCannot
  • meet:meeting:create
  • meet:meeting:end
  • meet:recording:start
  • meet:recording:share
  • meet:minutes:generate
  • meet:transcript:read
  • meet:recording:manage
  • meet:settings:write

6 steps, each one carried out in the product on .

See what is on and start it #

Where Meetings » Upcoming

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click the Meetings tile.
  5. Upcoming → Start (or Join now or Rejoin).
Screenshot: See what is on and start it, Meeting Host view
Your name appears in the pre-join screen with camera and microphone choices.

You should see Your meetings in time order, each saying who is in it and offering Start, Join now or Rejoin.

Watch out Starting a room puts you in it; people see you the moment you join.

Find a past meeting and its recording #

Where Meetings » Library

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click the Meetings tile.
  5. Library → click the meeting.
Screenshot: Find a past meeting and its recording, Meeting Host view
The meeting page with its recording, transcript and minutes.

You should see Past meetings with their length, and the recording where there is one.

Search what was said #

Where Meetings » Search transcripts

  1. Open Search transcripts, type at least two letters, and press Search.
  2. Narrow it with Look in: What was said, Chat or Minutes.
Screenshot: Search what was said, Meeting Host view
A search box and the Look in choices; results link to the second of the recording where it was said.

You should see A search box and the Look in choices; results link to the second of the recording where it was said.

See what is not yours #

Where Meetings (the menu)

  1. Look at the Meetings menu: Upcoming, Library and Search transcripts are there.
  2. Compliance is not: the consent register covers the whole company and is kept by the people who manage recordings.
Screenshot: See what is not yours, Meeting Host view
The Meetings menu without a Compliance entry.

You should see The Meetings menu without a Compliance entry.

See that a meeting nobody needs ended by itself #

Where Meetings » Library » the meeting

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click the Meetings tile.
  5. Library → click the meeting.
Screenshot: See that a meeting nobody needs ended by itself, Meeting Host view
The meeting page with its ended line under the title.

You should see The meeting page with the line "Ended by itself: nobody joined in time".

Watch out A meeting with people in it is never ended by itself; ending it for everyone yourself still works and is recorded as ended by the host.

Open a meeting to registration or make it a webinar #

Where Meetings » Library » the meeting

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click the Meetings tile.
  5. Library → click the meeting → the Registration card at the top.
What each field wants
FieldWhat to put in it
Open for registrationOn to let people sign up from a link.
I approve each personOn to approve every sign-up yourself.
Webinar: guests listen and chatOn when guests should only watch and listen.
Most peopleA whole number, or empty for no limit.
Screenshot: Open a meeting to registration or make it a webinar, Meeting Host view
Switches for registration, approval and webinar, a Most people box, and the counts of people.

You should see The Registration card with its switches, the sign-up link button and the counts of people waiting for approval and approved.

Watch out A webinar guest cannot switch their camera or microphone on.

Worth knowing A person who signs up gets a personal join link of their own; you can cancel or replace it from the list.

Use cases — the work, step by step

Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.

weeklyFind what was decided last week #

Minutes and decisions are searchable, so nobody has to ask who remembers.

  1. Search transcripts → type the topic.

    Meeting Host doing "Find what was decided last week" in Tarleaks ERP — Search transcripts → type the topic.
    Meetings » Search transcripts — verified: the page says “Search what was said”; the page says “Look in”
  2. Library → open that meeting to read the minutes in full.

    Meeting Host doing "Find what was decided last week" in Tarleaks ERP — Library → open that meeting to read the minutes in full.
    Meetings » Library — verified: the page says “Library”; the page says “All meetings”

when someone asks where a meeting wentCheck why a meeting is no longer open #

Rooms nobody needs close by themselves, and the meeting page says why, so you do not have to guess.

  1. Library → open the meeting and read the line under its title.

    Meeting Host doing "Check why a meeting is no longer open" in Tarleaks ERP — Library → open the meeting and read the line under its title
    Meetings » Library » the meeting — verified: the page says “Ended by itself: nobody joined in time”; no “Join now” anywhere on the page

before an open session, training or customer eventRun a sign-up meeting or webinar #

People sign up from one link, you decide who comes in, and everyone gets a join link of their own.

  1. Library → open the meeting → switch on Open for registration and copy the sign-up link.

    Meeting Host doing "Run a sign-up meeting or webinar" in Tarleaks ERP — Library → open the meeting → switch on Open for registration
    Meetings » Library » the meeting — verified: the page says “Registration”; the page says “Open for registration”; the page says “Copy the sign-up link”

The company-wide consent register and the meeting settings belong to the people who manage recordings for the whole company.

All meetings role guides

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