Otter Enterprise

Otter Enterprise | Help Center

Your central hub for all Guides, Best Practices, How-to's, Tips, and Documentation on Enterprise features. Everything you need to deploy, secure, and scale Otter Enterprise — built for Admins, IT, and Enterprise teams.

Enterprise Onboarding Guide Explore all Enterprise guides

What do you want to do today?

Jump to the most common Enterprise tasks — onboarding, security, integrations, and adoption.

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Get started & roll out

Onboarding checklist, rollout plan, and first 30 days setup.

Start onboarding →
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Security & controls

SSO/SAML, permissions, recording controls, and data/security policies.

Review security →
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Drive adoption & reporting

Usage reporting, best practices, and scaling adoption across teams.

See reporting →

Quick links to the most-used setup and admin tasks.

Workspace roles & permissions Security & compliance overview Integrations catalog Analytics & reporting

New launches, admin controls, and best practices for Enterprise teams.

Workspace Analytics

Manage Workspace settings

Set auto-share and auto-join settings for the Workspace.

View details →
SSO and SAML configuration screen

SSO / SAML setup

Secure access and simplify user provisioning.

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Enterprise integrations

Enterprise integrations

Connect Otter to Salesforce, HubSpot, and more.

View details →

Need help from Otter Enterprise Support?

Your dedicated success team is here to help with onboarding, rollout, and security reviews.

Contact Otter Support New Customer? Speak with Sales.