Microsoft Teams Notetaker Setup

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This guide helps you set up the possibility for the Meetric Notetaker to join meetings in your organization.

Administrator Setup

Before users can activate the integration, a user with Microsoft admin rights must first log in and approve the necessary permissions and give consent for the entire organization.

Enable Guest Access

Guest access allows Meetric Notetaker to join your Microsoft Teams meeting as a guest. By default, this setting is turned off in Microsoft Teams, and you'll need admin privileges to enable it.

Follow these steps to enable guest access:

  1. Go to the Microsoft Teams Admin Center and log in with your credentials.

  2. This takes you to the Microsoft Teams Admin Center dashboard.

  3. Click Users and select Guest Access.

  4. Turn Guest Access ON and click Save. This allows people in your organization to invite guest users like Meetric Notetaker.

Related: Configure guest access in Teams

With Guest Access enabled, Meetric can now join your meetings. However, by default, Microsoft Teams requires guests to wait in the lobby.

User Integration Activation

Once your administrator has set up guest access and given consent for the organization, you can activate the integration for your user account.

  1. In Meetric, click on Settings in the bottom-left corner of the screen.

  2. Select Integrations from the menu.

  3. Find and click on Outlook Notetaker to connect your account.

  4. You will be prompted to sign in to your Microsoft account to authorize the connection.

  5. After connecting, you can verify that the connection to Outlook is working by clicking on your avatar in the bottom-left corner of Meetric and then selecting My Calendars. Here, you should be able to see the events in your calendar.