1:1 Meeting - Limited Visibility

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Now that we have automatic access for linked users, it should be easy.

There are even two options based on how your workspace is set up.

If you have a direct relation between Meeting and User DBs, enable one toggle and you are good to go:

automatic-access-1-1-report

If you have a separate Employee DB connected to Meeting, I’d recommend automatically sharing everything related to an Employee with them:

  1. Connect Employee and User DB with a one-to-one relation
  2. Enable the toggle for this relation

Here’s a short video:

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