Organize and share conversations with groups

A group is a set of members who you often share a conversation with such as teammates or classmates. When you share a conversation with a group, everyone in the group will have access to the conversation and be notified via email and push notification. This saves time by not having to enter the names of each person individually.

Note: Automatically sharing a conversation with a group is only available with Otter Live Notes with Zoom.

Create a group

1. Sign in to your Otter account.
2. Click the menu  in the top left to show the navigation menu.
3. Click  next to Groups.
4. Enter a name for the group (e.g. Sales Team), invite your team, and click Create.

Learn how to share a conversation with a group.

Add others to a group

1. Sign in to your Otter account.
2. Click the menu  in the top left to show the navigation menu.
3. Click the group name.
4. Next to Group Members, click . In the mobile app, tap and then tap Manage Members.
5. Type the email addresses you want to add to the group, separated by a comma or space. In the mobile app, tap.
6. Click Invite. An email is sent to the people you invited.

When you add members to a group, they will gain access to all conversations within the group and inherit the permissions granted to the group for each conversation.

Remove someone from a group

1. Sign in to your Otter account.
2. Click the menu  in the top left to show the navigation menu.
3. Click the group name.
4. Hover over the person and click . In the mobile app, tap , tap Manage Members. Next to the person, tap  and then tap Remove member.

The group and any conversations shared with the group will no longer be visible or accessible to removed members.

Rename a group

1. Sign in to your Otter account.
2. Click the menu  in the top left to show the navigation menu.
3. Click the group name.
4. Click the group name, enter a new group name, and hit Enter.

Delete a group

1. Sign in to your Otter account.
2. Click the menu  in the top left to show the navigation menu.
3. Click the group name.
4. Under Group Members, click the Delete group link. In the mobile app, tap and then tap Delete Group.

The group and any conversations shared with the group will no longer be visible or accessible to removed members.