Collaboration and Content Sharing

Sharing recordings is essential for collaboration, coaching, and keeping the entire team aligned. Salescaling offers flexible and powerful sharing options for both individual recordings and collections of clips (Playlists).

Automatic access by teams

Before sharing manually, keep in mind that members of the same team already have automatic access to their colleagues' meetings and calls:

• If user A and user B share a team, B will see the meetings in which A participates without an explicit invitation.
• This applies to past and future meetings: every new recording from a teammate is shared automatically.
• Exception: private meetings are never propagated to the team, even if the users share a team.

For more details on how teams and privacy work, see Teams and Users — Automatic access and Privacy Rules.

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1. Sharing Recordings

It is possible to share any individual recording directly from the Recording Explorer.

Steps to share:

1. Locate the recording you want to share in the Meetings or Calls list.
2. Click the three-dot menu (...) at the end of the row.
3. Select the Share option.

A window will open with two ways to share:

Invite Specific Users or Teams: Allows you to search for and add members of the organization. You can assign them a specific role:

• Owner: Grants full control over the shared recording.
• Viewer: Allows only viewing of the recording and its analytics.

Share via a Public Link (Shareable Link): By activating this option, a unique link is generated that can be copied. Anyone who receives this link will be able to view the content, even without having a Salescaling account. Access can be revoked at any time by deactivating this same option.

2. Sharing Playlists

Sharing Playlists is the recommended method for distributing training materials, best practice examples, or project summaries.

• Steps to share:
  1. Navigate to the Playlists section and click on the one you want to share.
  2. In the detail view, click the Share Playlist button.

3. Downloading Meetings

You can download the full video of your meetings in MP4 format directly from the platform.

Steps to download:

1. Open the meeting you want to download
2. Click the three-dot menu (...) in the top right corner
3. Select Download video
4. The file will download automatically

Requirements:

• The meeting must be fully processed
• The meeting cannot be marked as private
• You must not have reached your organization's monthly download limit

Can I download the same meeting multiple times?

Yes, but each download counts toward your organization's monthly limit.

Is the download limit per user or per organization?

The limit is per organization. All downloads made by any user count toward the same monthly limit.

What do I do if I don't see the download option?

The functionality may not be activated for your organization. Contact our support team to request its activation.

What do I do if I have reached the monthly limit?

You can wait for the start of the next month when the limit resets, or contact support to request an increase in your monthly limit.