How do I access meeting records?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
One-to-Ones |
| Enables 1-to-1s and actions functionality |
Required Permissions:
Delete 1-to-1s & Actions (
one-to-ones.delete) — optional, to delete a meeting recordView Private 1-to-1s (
one-to-ones.view.private) — optional, to view meetings marked as private (the facilitator and participant always have access)View 1-to-1s for All Managers (
one-to-ones.view.nonagent) — optional, to access meeting records for any manager who's the subject of a meeting
Accessing Meeting Records
Go to Development > click 1-to-1 records & actions.
Reporting Views
What you see here depends on your reporting-level access and permissions. As a manager, you can view data in different ways depending on your permissions.
Hierarchical View: As a manager, you'll enter the report at your reporting-access level to view a summary of meetings. From here, you'll be able to drill down further before selecting to view a specific agent's record details.
Agent & Team Views: As a manager, you'll see a full list of all agents or all teams under your reporting-access level.
View My Records: As an agent, you'll be taken directly to your list of 1-to-1 meeting records. As a manager who may have been the participant of a meeting, selecting this option will reveal meetings where you were a participant.
Custom Reporting View: As a manager, you'll be able to access meetings for agents in any custom reporting groups you've been assigned permission to access.
Manager View: Users assigned the permission
View 1-to-1s for all managerscan access the 1-to-1 meeting records for all managers who have been the participant of a meeting.
Meeting Record Details
At the very bottom of the report, you can access the 1-to-1 meeting records of a specific user.
If you have the permission Delete 1-to-1s & actions you'll have the option to View or Delete the meeting. Otherwise, you'll only have the option to View the meeting.
If the session was made private, you'll only be able to view the meeting record if you're the meeting participant, the meeting facilitator, or you have the permission View private 1-to-1s. Otherwise, you'll see a padlock alongside the meeting record in the table.