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Workspace Settings

How to edit/customize your workspace settings

Written by Julia
Updated over 2 weeks ago

Let's review workspace settings to ensure your workspace is configured to whatever works best for your organization. Workspace settings will only be visible to workspace administrators. To see your workspace settings, click on Workspace Settings in the main menu.

Note: some of the settings in this article will be dependent on which Fellow plan that your workspace has (Free, Solo, Team, Business, or Enterprise).

General

These settings are general workspace settings including:

  1. Workspace name: - This is the name of your workspace. It is editable, so if you have a typo it can easily be fixed.

  2. Workspace URL: This is the URL by which your team will access Fellow. If you need to change this, please contact [email protected].

  3. Workspace logo: Your logo

  4. Workspace agenda template creation: Control who is allowed to create workspace agenda templates [Team, Business, and Enterprise plan feature]

  5. AI note workspace template creation: Control who is allowed to create AI recap workspace templates [Business and Enterprise plan feature]

  6. Auto-lock meeting notes - Set the time when the notes will be locked to prevent future edits [Business and Enterprise plan feature]

  7. Action item completion - Control whether or not users can create action items assigned to "any" [Team, Business, and Enterprise feature]

Security

The security page is the place for a lot of advanced admin controls relating to security and privacy.

Delegated access

The delegated access feature allows users to grant another user (like an EA or chief of staff) access to their account. This toggle turns the feature on/off for your workspace. [Enterprise plan]

Invitations

Control both member and guest invites to your workspace. [Team, Business, and Enterprise plan feature]

  1. Allow users to invite members to join your workspace: allow any member in your workspace will be able to invite team members to join

  2. Allow users to join your workspace without an invite: this is your master switch for all self signups from any domain owned by your organization.

  3. Allow users to invite guests to join your workspace: allow any member of your Fellow workspace can invite guest users to join your workspace to collaborate

Sharing and collaboration

  1. Allow users to share and collaborate on meetings with users from other workspaces: this enables cross-workspace collaboration with people you may be meeting with who have their own Fellow workspaces.

  2. Allow users to create public links for manual meeting notes: enable users to share meeting agendas with external participants

  3. Allow "send via email" for notes: allow sending agendas and AI notes via email to internal or external recipients

  4. Allow users to create public links for AI meeting notes: allow sending AI notes via email to internal or external recipients

    1. Require users to authenticate to watch the recording and view the transcript on public meeting notes: You can then choose to have those recipients use their email credentials to watch any recaps they have been sent

  5. Show download button on AI recaps: enable your workspace members to download AI recap content

  6. Show viewers in AI recap and clip stats: ability for insight into who is watching your recaps and clips in Fellow

  7. Allow users to auto-share recaps to channels: ability for your workspace members to automatically share certain recaps into specific channels

Redaction

Chose which users are able to redact information from meeting recordings.

Approved domains

See which domains owned by your organization are linked to your Fellow workspace - meaning that people with that domain will be able to log-in to the workspace. You can choose wether or not to allow self-signup (create a user account via fellow.app webpage themselves) or if they need to be invited.

Developer API

Enable or disable the developer API for users in your workspace. Enabling this allows you to build your own tools with Fellow's REST API - learn more here!

If this feature is enabled, you'll also be able to manage (disable, enable, or delete) API keys from this page.

MCP Connection

Enable external MCP Clients to securely access Fellow meeting data using OAuth. Learn more here!

If this feature is enabled, you'll also be able to delete MCP connections from this page:

Webhooks

Enable sending notifications to external services using webhooks when important actions occur in Fellow. Check out this article to learn more!

If this feature is enabled, you'll also be able to delete MCP connections from this page:

Audit Log

The audit log has a more in depth view of the activities your members are performing on their accounts. You can view activity at your workspace level or filter for specific members. The audit log allows you to view and export activity such as:

  • User logins/logouts

  • Delegated access grants, removal, logins and logouts

  • User invites, creations, updates, activation, deactivations, deletions, and exports

  • User and workspace integrations being activated or deactivated

  • Developer API keys being created, deleted, disabled, or enabled

  • MCP connections being added or removed

  • Webhook creations, updates, and deletions

API Log

The API log in workspace settings shows a history of Developer API requests. Admins can use the log to monitor API usage, troubleshoot issues, and audit access. Logs are read-only and cannot be modified or deleted.Each entry includes:

  • Timestamp: when the request occurred

  • User: who made the request (email and name)

  • Action: HTTP method (GET, POST, DELETE, etc.)

  • Endpoint: API path (e.g., /api/recordings, /api/notes)

  • Status: HTTP response code (200, 404, 500, etc.)

  • IP Address: requester’s IP

  • API Key: which API key was used

  • Privileged Access: whether SuperAdmin access was used

Note Taker & AI

General

Artificial Intelligence (AI)

  1. AI features: toggle on/off permission for AI-generated summaries from meeting recordings, AI-generated agendas and AI suggestions. [Team, Business and Enterprise plans]

  2. Botless recording: allow users to record meetings directly via our desktop app without having the Note Taker present as a participant in the call. [currently only available on Mac, Windows coming soon]

  3. Note Taker: enable the AI Note Taker to join, record, and transcribe your calls

  4. Zoom native capture: enable sets to record their Zoom meetings without the Fellow Note Taker joining as a participant

  5. Voice matching for hybrid meetings: allow users to opt-in for Fellow to collect voice samples to easily attribute speakers if participants are having hybrid or in person meetings

Meeting recording auto-deletion

Schedule the recordings and transcripts to be automatically deleted after a specified number of calendar days from the date of the recording. [Enterprise plan feature]

Once the Auto-deletion of recordings and transcripts is toggled on, you automatically get access to toggle the Delete AI-generated meeting summary on. For a full walkthrough, visit this article!

Trackers Management

Choose which user types to create, edit, and enable/disable trackers in your workspace.


Custom vocabulary for transcriptions

Reduce transcription errors by adding custom English words to improve accuracy across all meetings in the workspace. Your company name and attendee names are already known. Members of the workspace can see the list of selected words, and may provide custom vocabulary to apply to their own meetings in their User Settings.

Note Taker customization

Keep your branding consistent by customizing how your Fellow Note Taker appears on calls. At a high level, you're able to update your wokspace Note Taker's avatar, display name, and initial messaging when added to a meeting. Click here to learn more!

Policies

You can configure preferences for the Note Taker across your workspace. This includes meetings that should or should not be recorded, the default auto-join settings, and pre-meeting disclosure of the Note Taker's attendance. [Enterprise plan feature].

Default templates

Set the default meeting note templates for your workspace so your agenda structure is pre-populated for all new notes in your workspace. You can update or remove the default template on this page

Emojis

This is the page where you can import or delete custom emojis in Fellow! Custom emojis are a great addition to your workspace that can help create consistency with your branding and internal processes.

Adding emojis

There are two different options for importing custom emojis:

  1. Import from Slack once you have your Slack integration enabled

  2. Upload.jpg or .png files directly

Once the emojis have been uploaded, you'll be able to see which emojis are now available how they were added.

Deleting emojis

If you're looking to delete an emoji, locate the emoji in question on the list or by using the search function. From there, hover over the emoji you're looking to delete then use the triple dot menu to process the deletion.

Manage users

This is the main area where admins can add, remove, and edit users and guests. You can do this in bulk or one at a time! To see what works best for you, check out this article!

Manage teams [Legacy Feature]

As part of the Objectives feature , there is the ability to create teams. The Manage Teams page is the place to create teams, add someone to a team, and edit teams.

Objective cycles [Legacy Feature]

As part of the Objectives feature, admins can create objective cycles or time periods for objectives to take place. In this area, you can create, view and edit your objective cycles.

Integrations

While a lot of Fellow's integrations are at the user level, we do offer some integrations that are workspace-wide, meaning that every user on your workspace will have this integration connected and set up.

Currently, our Workspace integrations include:

Meeting Guidelines

You can apply best practices across your meetings with the use of meeting guidelines which is a series of prompts that would appear when booking a new meeting in your calendar.

The meeting guidelines is a feature of the Fellow browser extension and you as the administrator can be easily customize any of the 9 meeting guidelines which can help boost your teams meeting engagement.

Plans & billing

The final part of Workspace settings is for Plans & billing. This section gives you an overview of your current plan, allows you to see past invoices, and update your payment method.


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