Video Meetings for SuperOffice - SuperOffice

Pre-requisites

Use CRM Online
You need a SuperOffice admin account during setup
An account at the video provider
To be able to send and receive email invitations to video meetings (to/from external users), you must have configured your email setup in SuperOffice CRM (user client) or use SuperOffice MailLink.

Provider	Account user	Account for set-up
Zoom	Zoom Pro	SuperOffice admin
Webex Meetings	Webex account	SuperOffice admin
Microsoft Teams	MS365 business account	SuperOffice admin, MS365 admin account
Google Meet	Google account (Gmail or Google Workspace)	SuperOffice admin
Jitsi		SuperOffice admin

Getting started

Download our Quick Start Guide - Video Meetings in SuperOffice

New template variable for Video Meeting URL

{burl} New Meeting - example: The Video Meeting URL will be added to the Location field if it is left blank. With SuperOffice Mail Link, the Video Meeting URL is added to the meeting text automatically (“Join meeting: …”). With SuperOffice Inbox, you need to update the invitation template.