These videos were created for you, the administrator, to easily navigate through your workspace settings. Check them out!
Full Admin Guide for Branding, Security & AI
Take a deep dive into Fellow’s Workspace Settings with this complete admin tutorial!
In this step-by-step walkthrough, we cover every setting available to Workspace Admins - explaining what each feature does, why it matters, and how to configure it for your organization.
You’ll learn how to:
Set up branding elements like workspace name, URL, and logo
Configure auto-locking meeting notes for compliance and security
Control agenda templates and action item ownership
Manage security settings, permissions, and AI note taker controls.
By the end, you’ll be confident managing Fellow for your entire team, ensuring your workspace matches your company’s branding, workflows, and security needs 💪
Control Access, Sharing, and Compliance Settings
Fellow’s security settings let you balance productivity with protection. Whether you’re a startup collaborating with clients or an enterprise governed by strict regulations (GDPR, HIPAA, SOC 2), you’ll have the tools to design a secure meeting environment.
With flexible controls, you can enforce compliance without slowing teams down, safeguard confidential data across meetings, and build trust by making security part of every workflow. In this video we’ll cover:
Delegated Access: Let assistants manage meetings without giving away full account control.
Signup & Invite Controls: Decide who can join your workspace—admins only, invite-only, or open access.
Approved Domains: Restrict signups to trusted company domains and monitor multiple domains at once.
Sharing Rules: Control whether meeting notes, transcripts, and recordings can be shared via public links, across workspaces, or downloaded.
Redaction Controls: Manage sensitive transcript content—choose between editable transcripts or immutable records for compliance.
Customize Privacy, Compliance, and Note Taker Controls
Learn how to set up Fellow’s AI Note Taker and AI workspace settings so your organization can capture, manage, and secure meetings on your terms!
Fellow’s AI settings give admins fine-grained control over how AI is introduced into workflows - balancing innovation, privacy, and compliance. Meeting content is never used to train external AI models, and your team retains full ownership of data. Whether you want to unlock productivity with AI or enforce strict security standards, this guide will show you how to make Fellow work for your team.
In this walkthrough, we’ll cover:
AI controls: Enable or disable AI features like transcription, summarization, and automated note taking.
Data governance: Configure retention policies, auto-deletion schedules, and compliance settings (GDPR, HIPAA).
Accuracy settings: Use Voice Matching, Custom Vocabulary, and Trackers to improve transcripts and surface insights.
Transparency tools: Customize the AI Note Taker’s avatar, display name, and first message to build trust in meetings.