Tetra offers a variety of organization-level settings that allow administrators to customize and manage their account, projects, and team members. Here’s a comprehensive guide to navigating and adjusting these settings.
1. Accessing Organization Settings
To access Organization Settings:
• Click on your avatar at the top-right corner of the screen.
• Select Organization Settings from the dropdown menu.
Note: These settings are only available to administrative users.
2. Project Fields
Project Fields are metadata that apply across all projects in your organization. These fields allow for filtering and categorizing projects.
• Examples include product groups, research types, or any other custom project field.
• You can create and manage different types of project fields as an administrator.
• A variety of data types are available to tailor the metadata to your organization’s needs.
3. Users and Roles
The Users and Roles sections help manage user access and permissions:
• Users Area: View all users in your account and assign roles to them.
• Teams: Create and manage teams to control access to different projects.
• Roles: Set permissions and control the level of access each role type has within your organization.
4. Audit Log
The Audit Log tracks high-level activity within your account:
• You can filter activity by specific events or users.
• This helps provide transparency and accountability within your team’s usage of the platform.
5. Activity Overview
The Activity Area offers insights into the usage of your organization’s account over different time periods. You can:
• Export this data for further analysis.
• Track key metrics related to project usage, user activity, and more.
6. Project Auto-Deletion
The Project Auto-Deletion feature allows you to set an expiration period for uploaded data and projects:
• Choose from default options or create customized settings.
• When this feature is enabled, each project will display an expiration date showing when it is set to be deleted.
7. Transcription Settings
Control transcription-related options for your organization:
• Custom Dictionary: Add unique words or phrases to ensure proper transcription of specific terminology.
• PII Redaction: Enable automatic redaction of personally identifiable information (PII) using predefined policies to remove sensitive data from your transcripts.
• Enterprise Accounts: Have additional options for customizing PII redaction.
8. TetraBot AI Settings
TetraBot AI settings allow you to control how TetraBot interacts within your organization:
• Meeting Name: Customize the name of the TetraBot that joins meetings. By default, it’s called TetraBot.ai, but you can rename it to something like Notetaker or Personal Assistant.
• Automated Meeting Messages: Control whether TetraBot sends an automated message when it joins a meeting. You can customize this message to include:
• Links for live notes
• Privacy/security warnings
• Recording permission notifications
• TetraBot Features: Enable or disable features like the summary email or TetraBot chat across the application.