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How to set your Share preferences for Meetings

How to set your meeting transcript and summary notes share settings/preferences

Updated over 4 months ago
  1. Navigate to ‘Meetings’ on the side menu

  2. In your ‘Upcoming Meetings’ feed you can select your share preferences by clicking the ‘Who can view’ drop down selector for each meeting:

    1. Attendees Only: The transcript and summary report is only available to the meeting attendees within the Coworker App

    2. Requires Review: The transcript and summary report will default to 'Attendees only' until they're published. once published, they will be available to 'Anyone at Organization'

    3. Anyone at Organization: The transcript and summary report will be discoverable by all users at your org

ℹ For recurring meetings, the share preferences will apply to all future instances of the meeting as well

ℹ When a meeting is set to ‘Attendees only’ and ‘Requires review’ and is not published, the summary reports will not be discoverable in the Meeting Notes feed or by other Individual, Team and Custom reports.

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