Along with Workspaces comes workspace settings. 😊
Workspace settings will only be visible to account admins. 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)
Workspace settings (ex. name, logo, etc.)
These settings are general workspace settings including:
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.
Workspace URL - This is the URL by which your team will access Fellow. If you need to change this, please contact firstname.lastname@example.org.
Workspace logo - Your logo
The security page is the place for a lot of advanced admin controls relating to security and privacy. In this section you'll see:
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. [Pro, Business, and Enterprise plan feature]
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.
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"
Sharing and collaboration
Share via public links: Allows member of your workspace to share a "view-only" public link with people outside of their meeting [Pro, Business, and Enterprise feature]
Collaborate across workspaces: Allows member of your workspaces to share streams with external users [Pro, Business, and Enterprise feature]]
Auto-lock meeting notes - Set the time when the notes will be locked to prevent future edits [Business + Enterprise plan feature]
Workspace template creation - Control who is allowed to create workspace templates [Business + Enterprise plan feature]
Action item completion - Control whether or not users can create action items assigned to "any" [Pro, Business, and Enterprise feature]
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.
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.
Set the default 1-on-1 template for your workspace. If your workspace is on the Enterprise plan, you'll also be able to set default templates for 360 feedback.
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 deactivate 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.
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.
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.
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 (Enterprise plan)
Microsoft 365 (Enterprise plan)
Jira (Pro, Business, and Enterprise plans)
Okta (Enterprise plan)
OneLogin (Enterprise plan)
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.
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.