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:
Workspace name: - This is the name of your workspace. It is editable, so if you have a typo it can easily be fixed.
Workspace URL: This is the URL by which your team will access Fellow. If you need to change this, please contact [email protected].
Workspace logo: Your logo
Workspace agenda template creation: Control who is allowed to create workspace agenda templates [Team, Business, and Enterprise plan feature]
AI note workspace template creation: Control who is allowed to create AI recap workspace templates [Business and Enterprise plan feature]
Auto-lock meeting notes - Set the time when the notes will be locked to prevent future edits [Business and Enterprise plan feature]
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]
Allow users to invite members to join your workspace: allow any member in your workspace will be able to invite team members to join
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.
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
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.
Allow users to create public links for manual meeting notes: enable users to share meeting agendas with external participants
Allow "send via email" for notes: allow sending agendas and AI notes via email to internal or external recipients
Allow users to create public links for AI meeting notes: allow sending AI notes via email to internal or external recipients
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
Show download button on AI recaps: enable your workspace members to download AI recap content
Show viewers in AI recap and clip stats: ability for insight into who is watching your recaps and clips in Fellow
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)
AI features: toggle on/off permission for AI-generated summaries from meeting recordings, AI-generated agendas and AI suggestions. [Team, Business and Enterprise plans]
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]
Note Taker: enable the AI Note Taker to join, record, and transcribe your calls
Zoom native capture: enable sets to record their Zoom meetings without the Fellow Note Taker joining as a participant
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:
Import from Slack once you have your Slack integration enabled
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:
Google Workspace available for Google-based workspaces (Business and Enterprise plan)
Microsoft 365 available for Microsoft 365- based workspaces (Business and Enterprise plan)
Jira (Team, Business, and Enterprise plans)
Okta (Enterprise plan)
OneLogin (Enterprise plan)
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.



























