How to Configure Fireflies Team Settings as an Admin (Full Transcript)

[00:00:00] Speaker 1: If you're an admin on Fireflies, the Team tab in Settings is where you control how Fireflies works across your entire workspace. In this video, we'll walk through everything available to you as an admin. Go to Settings and click the Team tab at the top. The first section is Recording and Privacy. These settings mirror the personal settings, but here you're applying them across your whole workspace. Your team members can always change these default settings by going to the Personal Settings tab. Under Recording, you can control auto-record behavior for your team. You can choose from the multiple recording options from the drop-down or leave it for teammates to choose themselves. If you're on Business or Enterprise tier, you can also control the recording format, whether audio, transcript, and summary are all saved, and whether meeting video is recorded. There's also an auto-delete setting here, which lets you set a data retention period so meetings are automatically deleted after a certain time. Available on Business and Enterprise plans, and again, you can set this as a team default or leave it to teammates. Scrolling down, you'll see Privacy and Access settings. These control who can view meeting notes within your workspace, and you can either allow your teammates to choose these or set a default for the whole team. Next, under Email Notification, you can set who receives the meeting recap email after each call. Everyone on the invite, only specific participants, or just the host. You can also set record and restriction rules here, which tells Fireflies to record or skip meetings based on keywords, email addresses, or domains in the calendar title. All of these follow the same pattern, set a default for the whole team, or allow teammates to choose for themselves. By default, all these settings are set to allow teammates to choose. Next is Compliance Notification. This is where you manage how participants are informed that a meeting is being recorded. You have two options here, Email Notification, which sends participants a heads-up an hour before the meeting, and Meeting Chat Notification, which posts a message in the call itself when recording starts. You can enable for all teammates, disable for all teammates, or allow teammates to choose. You can also edit the Email Notification message to customize what participants see. Just click Edit to update the text. Under AI settings, you have two controls for AI skills across your workspace. First, who can create AI skills? Either all teammates or admins only. Second, who can access AI skills? You can restrict this to specific groups or open it up more broadly. The Live Meeting section is the same as your personal settings, applied at the team level. You can control whether live meeting notes are shared with participants through the meeting chat or via email, and whether key takeaways are sent to the chat five minutes before the call ends. There's also a Talk to Fireflies section, where you can configure how Fireflies interacts during a live meeting, options to chat with it, trigger it by voice, and have it respond back in audio. For each setting, you can enable for all teammates, disable for all teammates, or allow teammates to choose. Under Integration, you control whether teammates can connect integrations themselves or whether that's restricted to admins. You can configure team-wide integrations here, or go to the Integrations tab, click the three-dot menu on any integration, and manage it from the team options there. Next is Rules, available on the Enterprise plan. This is a rule engine that lets you create rule and automate actions based on meeting conditions, like automatically recording certain meetings, routing notes to specific channels, auto-sharing with people, groups, or applying specific privacy settings. We'll cover this in detail in a separate video. The last section is Members and Groups. Under the Teammates tab, you can see everyone in your workspace, search for members, invite new people, update roles between admin and non-admin, and remove members if needed. Under User Groups, you can create groups for different teams, sales, product, engineering, whatever makes sense for your organization. Give the group a name, a handle, add members by name or email, and you're done. What makes groups powerful is that each group has its own settings, auto-record, email recap, meeting privacy, AI skills access, and data retention. By default, these all inherit from your team settings, but you can override any of them for a specific group when a team has different needs. Note that user groups are available only on the Enterprise plan, and under Advanced Settings, you can control whether non-admin teammates can invite new members and whether users from your company domain are added to the workspace automatically. Finally, at the bottom of the Team Settings sidebar, you'll also find AI Credits, Billing, and Account. These are where you can track your team's AI credit usage, manage your billing details, and update your account information. That's the team settings in Fireflies. Set your defaults once, and your whole workspace runs the way you want it to.