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Home > Help Center > Organizations

How to Create an Organization in Grapl?

  1. Go to Admin Portal and click the Register Organization  button.
  2. Fill out the Organization Name, Industry, Administrator Name,  Email Address, and Password.
  3. Put a check on the reCAPTCHA checkbox.
  4. Click the Sign Up  button.
  5. Check your Email for verification message and login your credential.

How to Login Your Account in Grapl?

  1. Go to the Admin Portal.
  2. Input your Email Address and Password.
  3. Click the Login  button to proceed on the organization dashboard.

How to Login Your Account using Magic Link in Grapl?

  1. Go to the Admin Portal.
  2. Click the Sign In With Magic Link button.
  3. Enter your email address to send the magic link on your email.
  4. Check your email address and click the magic link. It will automatically redirect on the dashboard of your organization.

How to Reset Your Password in Grapl?

  1. Go to the Admin Portal.
  2. Click the Forgot your Password link.
  3. Enter your email address to send the reset password link on your email.
  4. Check your email address and click the Reset Password button/link on your email.
  5. Then, enter your New Password and your Confirm Password.
  6. Once done, click the Reset Password button and try to login your account with your new password.

DASHBOARD

 

How to Add Logo on Your Organization in Grapl?

  1. On your Dashboard, click the Upload your logo here button.
  2. Select the logo you like to upload from your computer and click it.
  3. The selected logo from your computer will automatically update the logo in the Dashboard.

How to Update Your Organization Details in Grapl?

  1. On your Dashboard, click the Pen icon.
  2. You can Update your Organization Name, Industry, Website URL, Phone Number, and Company Address.
  3. Once done, click the Update  button to apply the changes on the Dashboard. 

How to Add More Integrations on Your Organization in Grapl?

  1. On your Dashboard, click the View More Integrations button.
  2. Then, select the Integrations you want to integrate and access on the MVP app.
  3. Once done, click the Choose Integrations button to proceed.

How to Upgrade the Plan of Your Organization in Grapl?

  1. On your Dashboard, scroll down to the Plans section.
  2. Click the Upgrade your plan button.
  3. Then, select the best plan suited for your organization.
  4. Once decided, click the Get Plan button on your desired plan.
  5. It will redirect you to the Stripe Checkout page, then enter your card details to proceed on upgrading your plan.
  6. Once done, you can view and download the E-receipt of your transaction in the Payment Transactions section.

USER PROFILE

 

How to Update Your Profile?

  1. On your upper right corner of the screen, click the User Profile  icon.
  2. Click the Update Profile.
  3. You can Change your Display Name, First Name, Last Name, and Phone Number.
  4. Once done, click the Save  button to apply the changes on your profile. 

How to Change the Password of Your Account in Grapl?

  1. On your upper right corner of the screen, click the User Profile  icon.
  2. Click the Update Profile.
  3. Check the Change Password checkbox.
  4. Input your desired password in the New Password and Confirm Password textfield.
  5. Once done, click the Save button to apply the changes on your password.

    SPACES AND ROOMS

     

    How to Create Spaces and Rooms in Your Organization in Grapl?

    1. On the sidebar navigation, click the Rooms on the menu.
    2. Click the Create Room button.
    3. Select the room owner.
    4. Select which Space to store your rooms. (Optional)
    5. To add more Space, just click the Add  icon. Then, enter your desired Space name and click the Save button. Once done, it will display on the Space dropdown list.
    6. Enter your desired room name.
    7. Click the Create button to proceed.

    Room Settings

    Grapl have two sound qualities which are HiFi 1 to 1 and Standard Group that you can choose to use.

    Difference Between Sound Quality Options

    HiFi 1 to 1 is a High Fidelity sound quality where you can enjoy a fine sound meeting

    • High quality meeting sound
    • 3 max participants
    • Meeting recording

    Standard Group have a standard quality sound and can cater more participants

    • Standard quality meeting sound
    • 100+ participants
    • Meeting recording

      How to Switch Meeting Sound Quality in Grapl?

      1. On the sidebar navigation, click the Rooms on the menu.
      2. Expand the List of Rooms of the member.
      3. Select the room you want to update the room settings.
      4. Click the three-dots  icon and click the Room Settings from the option.
      5. Select Sound Quality from the dropdown.
        a. HiFi 1 to
        b. Standard Group
      1. Click the Save  button to apply the new configuration on the meeting sound quality.  

      Note: This can only be done before you start a meeting.

        How to Make Your Room Private in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand the List of Rooms of the member.
        3. Select the room you want to update the room settings.
        4. Click the three-dots  icon and click the Room Settings from the option.
        5. Uncheck the Public Room checkbox.
        6. Click Save  button.

        How to Enable Knocking in Your Room in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand the List of Rooms of the member.
        3. Select the room you want to update the room settings.
        4. Click the three-dots  icon and click the Room Settings from the option.
        5. Uncheck the Public Room checkbox.
        6. Check the Allow Knocking checkbox.
        7. Click Save  button.

        How to Make Your Room Public in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand the List of Rooms of the member.
        3. Select the room you want to update the room settings.
        4. Click the three-dots  icon and click the Room Settings from the option.
        5. Check the Public Room checkbox.
        6. Click Save  button.

        How to Make Your Room Public with Password in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand the List of Rooms of the member.
        3. Select the room you want to update the room settings.
        4. Click the three-dots icon and click the Room Settings from the option.
        5. Check the Public Room checkbox.
        6. Check the Create Password checkbox.
        7. Input your desired room password.
        8. Once done, Click Save button.

        How to Allow Transcribe Meeting in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand the List of Rooms of the member.
        3. Select the room you want to update the room settings.
        4. Click the three-dots  icon and click the Room Settings from the option.
        5. Check the Transcribe Meeting checkbox.
        6. Click the Save  button to transcribe all the meetings in the room.

        Note: This can only be done before you start a meeting.

        How to Allow Meeting Recording in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand the List of Rooms of the member.
        3. Select the room you want to update the room settings.
        4. Click the three-dots  icon and click the Room Settings from the option.
        5. Check the Allow Recording checkbox.
        6. Click the Save  button to record all of your meetings.

         Note: This can only be done before you start a meeting.

        How to Delete Room in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand the List of Rooms of the member.
        3. Select the room you want to delete.
        4. Click the three-dots  icon and click the Delete from the option.
        5. Once done, the room will be permanently removed from the rooms list of the organization.

        How to Transfer Room Ownership in Grapl?

        1. On the sidebar navigation, click the Rooms on the menu.
        2. Expand your rooms list.
        3. Select the room you want to transfer to another organization member.
        4. Click the three-dots icon and click the Transfer ownership from the option.
        5. On the Transfer ownership modal, select the new owner of your room in the dropdown field.
        6. Once done, click the Update button to proceed on transferring the room owner

        Note: Not all rooms have the Transfer Ownership option, it is only applicable on the rooms from the removed member in the organization.

        MEETINGS

        How to Check the Meeting Sessions in Your Organization in Grapl?

        1. On the sidebar navigation, click the Meetings on the menu.
        2. Organization Admin will be able to view the remaining meeting sessions of their organization and they will be able to view the meeting history of their organization.

        MEMBERS

        How to Add Members in Your Organization in Grapl?

        1. On the sidebar navigation, click the Members from the menu.
        2. Click the Add Member button.
        3. Then, enter the valid email address of the member you want to add in the organization.
        4. If you want to add more members at the same time, just click the Add more button and enter the valid email address of the members you want to add.
        5. Once done, click the Invite Users button to proceed the invite.

        How to Resend Invitation to Your Members in Grapl?

        1. On the sidebar navigation, click the Members on the menu.
        2. Resend Invite is only applicable on the unverified members of the organization.
        3. From the members list, select the member you want to resend the invitation.
        4. Click the three-dots  icon and click the Resend Invitation from the option.
        5. The member will receive the invitation on their email.
        6. Once done and verified, they can now access the account on the MVP app.

        How to Update Member Info in Your Organization in Grapl?

        1. On the sidebar navigation, click the Members on the menu.
        2. From the members list, select the member you want to update the info then click the three-dots  icon and click the Update from the option.
        3. You can update the Name and the Role of the member. Also, you set the status of the member to active or inactive.
        4. Once done, click the Update button to reflect the changes on the member information.

        How to Set Your Organization Member As Primary Admin in Grapl?

        1. On the sidebar navigation, click the Members on the menu.
        2. From the members list, select the member you want to make as a Primary Admin then click the three-dots  icon and click the Set As Primary from the option.
        3. Once done, the new Organization Admin can now access the Admin Portal and he/she can make some updates on their organization.

          How to Remove Members in Your Organization in Grapl?

          1. On the sidebar navigation, click the Members on the menu.
          2. From the members list, select the member you want to remove from the organization. Then, click the three-dots  icon and click the Remove from Organization from the option and the member will be permanently removed from the members list of the organization.

            Note: All rooms created by the removed member will be transferred to the primary admin of the organization.

            ROLES

            How to Create Roles in Your Organization in Grapl?

            1. On the sidebar navigation, click the Members on the menu.
            2. Select the Roles tab to create more roles within the organization.
            3. Click the Create button.
            4. Enter your desired role name.
            5. If the role you will create is the same as Admin role, kindly toggle on the Admin toggle button. Else, toggle off the Admin toggle button.
            6. Then, toggle on/off the modules you want to grant on the new role.
            7. Once done, the new role can also tag on the members in the organization.

            How to Update Roles in Your Organization in Grapl?

            1. On the sidebar navigation, click the Members on the menu.
            2. Select the Roles tab, select the roles you want to update.
            3. Click the three-dots  icon and click the Update from the option.
            4. You can update the Role Name and the access on the Modules by toggle on/off the buttons. Also, you set the status of the role to active or inactive.
            1. Once done, click the Update button to reflect the changes on the roles.

            How to Delete Roles in Your Organization in Grapl?

            1. On the sidebar navigation, click the Members on the menu.
            2. Select the Roles tab to delete roles that were not being used within the organization.
            3. Select the role you want to delete, then click the three-dots  icon and click the Delete from the option.
            4. Once done, the role will be permanently removed from the roles list of the organization.

            SSO

            How to Access the MVP from Admin Portal?

            1. On the sidebar navigation, click the Go back to Grapl button to redirect on the MVP without entering the login credentials on the MVP app.

            How to Logout Your Account in Grapl?

            1. On the upper right corner of the screen, click the User Profile  icon.
            2. Click the Logout button.