Collaboration and Content Sharing

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

It is recommended to use the direct invitation for sensitive content or internal collaboration, as it offers full control over permissions. The public link is ideal for sharing key moments with external people who do not need an account to view the content.

1.Share Recordings

You can share any individual recording directly from the Recordings Explorer.

Steps to share:

1. Locate the recording you want to share in the list of Meetings or Calls.

2. Click the three-dot menu (...) at the end of the row.

3. Select the option Share.

A window will open with two ways to share:

Invite Specific Users or Teams: Allows searching for and adding members of the organization. It is possible to assign them a specific role:

• Owner: Grants full control over the shared recording.

• Viewer: Allows only viewing the recording and its analytics.

Share Via a Public Link (Shareable Link): When this option is enabled, a unique link is generated that can be copied. Anyone who receives this link will be able to view the content, even without having an account. SalescalingAccess can be revoked at any time by disabling this same option.

Use the direct invitation to users to share sensitive content or to collaborate with members of your team, as it gives you full control over who accesses it and with what permissions.

Use the public link to quickly share key moments with external people (such as a client), especially when you don't want them to need to create an account to view it. Always remember to disable the link when it is no longer necessary.

2.Share Playlists

Sharing Playlists is the recommended method to distribute training materials, examples of best practices, or project summaries.

• Steps to share:

  1. Navigate to the Playlists section and click the one you want to share.

  2. In the detail view, click the Share Playlist.

3. Download Meetings

This functionality is available for some customers. If you want to enable it for your organization, contact our support team.

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 upper 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

• Your organization must not have reached the monthly download limit

Private meetings cannot be downloaded. If you need to download a private meeting, first change it to public from the meeting settings.

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 enabled 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 until the start of the next month when the limit resets, or contact support to request an increase to your monthly limit.