Manage Enterprise Workspace Settings

Configure authentication and sign-in requirements for your Enterprise workspace. These settings help your organization manage how members access Otter.

Single Sign-On (SSO)

Single Sign-On (SSO) allows workspace members to sign in to Otter using their organization's identity provider (IdP) through SAML 2.0.

Click Manage to configure your SAML SSO connection. Once configured, enable SAML to allow members to authenticate using their company credentials.

Choose how members can sign in:

• Allow other login options: Members can continue using other available sign-in methods. This option is recommended during the SSO testing period.
• Require SSO for all team members: Require workspace members to authenticate using your configured SSO connection.

Two-factor authentication (2FA)

Two-factor authentication (2FA) adds an additional layer of security to your workspace. When enabled, all members are required to enable 2FA using an authenticator app or SMS before accessing the workspace.

• On: Require members to enable two-factor authentication.
• Off: Do not enforce the workspace-wide 2FA requirement through this setting.

Manage workspace-level compliance settings related to meeting notifications and conversation deletion.

Pre-recording emails to meeting guests

Automatically send an advance email to calendar event guests before a scheduled meeting to notify them that the meeting will be recorded.

• On: Enable pre-recording email notifications to meeting guests.
• Off: Disable these automatic notifications.

Use Allow members to change this setting for themselves? to control whether members can manage their own pre-recording email notification preference.

• Allowed: Members can change this setting for themselves.
• Not allowed: Members cannot override the workspace setting.

Conversation deletions

Control whether workspace members can permanently delete conversations.

• On: Allow members to permanently delete conversations.
• Off: Prevent members from permanently deleting conversations.

Disable this setting if your organization needs to restrict member-initiated permanent deletion of conversation records.

Customize how Otter Notetaker joins meetings, appears to participants, and interacts during live recordings.

Default auto-join settings

Choose which types of scheduled meetings Otter Notetaker will automatically join for workspace members.

Use the Default auto-join settings dropdown to select your preferred meeting auto-join behavior.

The default shown in the workspace settings is Meetings with a video conference link.

Use Allow members to change their default auto-join setting? to determine whether members can customize their individual auto-join preferences.

• Allowed: Members can manage their own default auto-join setting.
• Not allowed: Members cannot override the workspace default.

Notetaker display name

Customize the name meeting attendees see when Otter Notetaker joins a call.

Click Edit to update the Notetaker display name.

The current default display name is AI Notetaker.

Notetaker display image

Upload a custom image that meeting participants see when Otter Notetaker joins a call.

Select the current Notetaker image to customize its appearance.

Do-not-record keywords

Prevent Otter Notetaker from automatically joining meetings that contain specific keywords in their meeting titles.

Click Edit to add or manage your organization's do-not-record keywords.

For example, you can add keywords such as:

• internal only
• private

When a meeting title contains one of the configured keywords, Otter Notetaker will not join that meeting.

Meeting Agent with voice

Allow users to interact with the Meeting Agent using voice during live recordings.

• On: Allow users to ask questions and issue commands using voice.
• Off: Disable voice interactions with the Meeting Agent.

Show virtual background with Meeting Agent

Display a virtual background during meetings to highlight the Meeting Agent's voice capabilities.

• On: Display the Meeting Agent virtual background.
• Off: Do not display the virtual background.

Notetaker chat messages

Control whether Otter Notetaker can post helpful messages in the virtual meeting chat. These messages are visible to meeting attendees.

• On: Allow Notetaker to post in-meeting chat messages.
• Off: Disable Notetaker chat messages.

Capture meeting screens by default

Choose whether Otter Notetaker automatically captures shared screens during meetings.

• On: Automatically capture shared meeting screens.
• Off: Disable automatic meeting screen capture.

Use Allow members to change this setting for themselves? to control whether members can customize their individual screen capture preference.

• Allowed: Members can change their own screen capture setting.
• Not allowed: Members cannot override the workspace setting.

Configure how workspace members share conversations, collaborate through channels, and export content outside Otter.

Default auto-share setting

Choose which calendar event guests workspace members can automatically share their meeting notes with.

Click the Default auto-share setting to configure your workspace's default sharing audience.

The setting shown in the workspace is Same domain guests.

Available sharing audiences include:

• All event guests: Automatically share meeting notes with all calendar event guests.
• Same domain guests: Automatically share meeting notes with guests whose email domains match the workspace's configured organization domains.
• Workspace members: Automatically share meeting notes with workspace members included in the calendar event.

External sharing

Control who workspace members can share conversations with.

Use the External sharing dropdown to select the sharing restrictions that meet your organization's requirements.

For example, Share with anyone allows members to share conversations outside the workspace.

Public channels

Control whether public channels can be created in the workspace.

• On: Allow public channels to be created. Public channels are visible to all workspace members.
• Off: Disable the creation of public channels.

Private channels

Control whether private channels can be created in the workspace.

• On: Allow private channels to be created. Private channels are visible to their members.
• Off: Disable the creation of private channels.

Conversation export

Control whether workspace members can export conversations from Otter.

• On: Allow members to export conversations.
• Off: Disable conversation exports for workspace members.

Social media sharing

Control whether workspace members can share conversation snippets to social media.

• On: Allow members to share conversation snippets to social media.
• Off: Disable social media sharing of conversation snippets.

Manage how conversation content is displayed and accessed within your Enterprise workspace. These settings control transcript visibility, meeting summaries, copying permissions, and audio removal.

Transcript visibility

Control whether full transcripts are displayed on conversation pages.

• On: Display full transcripts on conversation pages.
• Off: Hide full transcripts from conversation pages.

Meeting summary visibility

Control whether AI-generated meeting summaries are displayed on conversation pages.

• On: Display AI-generated meeting summaries.
• Off: Hide AI-generated meeting summaries.

Text copying for guests & viewers

Control whether members with Guest or Viewer permissions can select and copy text from shared conversations.

• On: Guests and Viewers can select and copy text from shared conversations.
• Off: Only Collaborators and users with higher permissions can copy conversation text.

Show timecodes in transcripts

Choose how timestamps appear in conversation transcripts.

• On: Display a timecode in HH:MM:SS format indicating when each part of the transcript was spoken.
• Off: Display relative timestamps instead.

For example, timecodes may appear as 0:00 or 1:29:59, depending on the location in the recording.

Remove audio from conversations

Use Remove audio to remove audio from all existing and future workspace conversations.

Before using this option, review any conversations containing audio that your organization needs to retain.