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3. For Administrators: Set Up Your Workspace
Workspace Settings
Workspace Settings

How to edit/customize your workspace settings

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Along with Workspaces comes workspace settings. 😊

Workspace settings will only be visible to workspace administrators. To see your workspace settings, click on Workspace Settings in the main menu.

As whole, Workspace Settings is comprised of the following:

Note: some of these settings will be dependent on which Fellow plan that your workspace has (Free, Pro, Business, or Enterprise)

General

These settings are general workspace settings including:

  1. Workspace name - Fairly straightforward, 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 support@fellow.co.

  3. Workspace logo - Your logo

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

  5. Workspace template creation - Control who is allowed to create workspace templates [Business + Enterprise plan feature]

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

  7. Artificial Intelligence - toggle on/off permission for AI-generated summaries from meeting recordings, AI-generated agendas and AI suggestions. [Pro, Business and Enterprise plan add-on]

8. Meeting recording auto-deletion - you can schedule the recordings and transcripts to be automatically deleted after a specified number of days from the date of the recording. [Pro, Business Enterprise plan add-on]

Once the Auto-deletion of recordings and transcripts is toggled on, you automatically get access to toggle the Delete AI-generated meeting summary on.

Security

The security page is the place for a lot of advanced admin controls relating to security and privacy. In this section you'll see:

  1. 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]

  2. Invitations - Control both member and guest invites to your workspace. [Pro, Business, and Enterprise plan feature]

    1. If you would like to limit the number of people who can access your workspace, you can turn off "Allow users to invite teammates to join your workspace" so that no new user accounts are created via inviting. You can still make new user accounts by going to the Manage users page.

    2. And if you would like Admins to be the only ones to invite Guest Users, turn off the "Allow users to invite guests to join your workspace"

  3. Sharing and collaboration

    1. Share via public links: Allows members of your workspace to share a "view-only" public link with people outside of their meeting [Pro, Business, and Enterprise feature]

    2. Collaborate across workspaces: Allows members of your workspaces to share meeting notes with external users [Pro, Business, and Enterprise feature]

  4. Approved domains - See which domains are linked to the Fellow workspace - meaning that people with that domain will be able to log-in to the workspace.

    1. Allow self-signup - Similarly, you can control whether people with those domains can sign up themselves (create a user account via fellow.app webpage) or if they need to be invited.

  5. Audit Log - This page has a more in depth view of the activities your members are performing on their accounts such as connecting an integration or changing a workspace wide setting.

Default templates

Set the default 1-on-1 and meeting templates for your workspace. If your workspace is on the Enterprise plan, you'll also be able to set default templates for 360 feedback.

Emojis

This is the page where you can import custom emojis into Fellow! There are two different options for importing custom emojis, the first is importing them from Slack and the second is simply by uploading a .jpg or .png file directly into your Fellow's workspace settings.

Manage users

This is the main area where admins can add, remove, and edit users and guests. We've branched the specific how-tos into these articles:

You also have the option to bulk import or disable users via CSV files. Those options can be found under More actions in the upper right hand corner. As there is a 10 user limit on the free plan, this feature is only available on Pro, Business, and Enterprise plans.

Manage teams

As part of the Objectives feature (currently an add on for the Business and Enterprise plans), 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

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:

Employee guidance

Employee guidance is an Enterprise plan feature that enable admins to suggest talking points for managers and their teams to discuss during their next one-on-one. Visit this tab in Workspace settings, to set up a new topic or view previously created topics.

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.

Workspace templates

Workspace templates are templates created by workspace members that can be used or viewed by the entire workspace. This is currently a feature of the Business + Enterprise plans

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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