Customize share settings for your meeting conversations. You can manage your default audience, permission level, and collaborator share settings.
Find all of your Notetaker settings on the Account Settings > Meetings page or through the settings gear icon on the Home page calendar.
You have control over the following settings:
These settings only apply to conversations recorded through a calendar event, including Otter Notetaker automatically set to auto-join an event, or by clicking record, and manually selecting the calendar event.
Default audience for shared notes
Manage the default conversation share settings for your calendar event recordings.
All event guests
- Automatically share the conversation with all guest participants on the calendar event invite.
Same domain guests
This setting will only be available for Workspace domains that are not generic (e.g., Gmail.com, Yahoo.com, Outlook.com, iCloud.com, etc.)
- Automatically share the conversation with all guest participants on the calendar event invite who share your Workspace domain.
- e.g., Workspace domain is otter.ai. The conversation will be shared with all guest participants on the calendar event invite with an email ending in @otter.ai, regardless of whether they have an Otter account or not.
Workspace members
- Automatically share the conversation with all guest participants on the calendar event invite who are members of your Workspace.
- Review the members in your Workspace in Workspace > Manage Workspace > Members.
Don’t Share
- Keep meeting notes private.
- Conversations recorded through the calendar event will not be shared with anyone. You will need to share your conversations manually or set the automatic sharing for each calendar event.
Default permission level
Control the permission level for shared calendar event conversations.
Viewer:
- Can only view and playback the conversation
- Cannot edit, add, or view Takeaways
- Export option is only available if toggled on by the conversation owner
Collaborator:
- Users can edit, view, playback, and export the conversation
- Users can edit, add, and view Takeaways
- Users can also share the conversation if toggled on by the conversation owner
Allow Collaborators to share
Manage the default setting for allowing Collaborators to share a conversation. Toggling this setting On will allow Collaborators to share the conversation with other users.
- Gordan recorded a calendar event
- Gordan shares it with Juniper with Collaborator permission
- Gordan shares it with Lyla with Viewer permission
- Juniper is allowed to share the conversation with other users
- Lyla is only allowed to view and playback the conversation, but not share the conversation with other users
Manage individual calendar event share settings
You can manage individual settings for each calendar event. On the Otter Homepage, manage your events through the Meeting or Calendar tab.
Otter mobile app
Access your auto-share conversation settings on the mobile app by tapping on Account > Account Settings > Meeting settings. Setting choices will reflect across the mobile app and web browser.
FAQs
Why am I missing share settings?
- If you do not see all of the share settings reflected in the screenshots above, please reach out to your admin, as they may have turned off certain share settings options.
- Admins can control the Workspace share settings and may disable certain share options.
Why don’t I see the ‘Workspace members’ option on the iOS or Android mobile app?
- The ‘Workspace members’ option is not yet available on the iOS or Android mobile app.
- This setting will be an option in future updates.
- Users can select this option by signing in to Otter on a web browser and managing this setting in Account Settings > Meetings. The setting choice will apply for the account, but will not show on the mobile app.
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