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Setup My Team in Grain
Setup My Team in Grain

Learn about how to setup your workspace for your teammates using Grain and configure the workspace!

Updated over a week ago

Getting Started

  • To get started setting up your teammates in Grain, lets go over to our 'Workspace' settings.

  • Lets begin with our General Workspace settings:

    • From here you can change things like your workspace display icon

    • Specify internal domains

    • Configure if you'd only like administrators to edit notes

    • Fine tune custom vocabulary you depend on

  • You can also delete the entire workspace from here if you need to.

Workspace Meetings Defaults:

  • From here we an change the default settings for new members of the workspace. These settings will apply to every member in the workspace, once configured.

  • Auto record all meetings

    • This will automatically record every meeting that Grain sees on your calendar that includes a Zoom, Meet, or Teams meeting link

  • Auto record all meetings with internal participants

    • This will only auto record meetings where all meeting participants have an 'internal' email domain (i.e. matches your email domain or matches a domain set as 'internal' by your workspace admin)

  • Auto record all meetings with external participants

    • This will only auto record meetings where at least one meeting participant has an 'external' email domain (i.e. doesn't match your email domain and doesn't match any email domain set as 'internal' by your workspace admin)

  • Do not auto record any meetings.

    • This disables auto record and requires you to manually invite Grain into a meeting to record

An additional option exists to 'Only auto record if I am the event organizer'. Checking this box will limit your auto record setting above to the meetings you personally organize.

If you'd like Grain to join meetings you've been invited to by others, make sure this box is unchecked.

Workspace Access Defaults

Enabling a workspace access setting will ensure your colleagues will have immediate access to the recordings they need access to without you having to manually share recordings with them.

Note: automations require recordings to have workspace access in order to run (e.g. Slack and CRM integrations)

Your workspace access options include:

  • All meetings

    • This will automatically make all of your recorded meetings available to other users in your workspace

  • All meetings with internal participants

    • This will automatically make all of your recorded meetings where all meeting participants have an 'internal' email domain (i.e. matches your email domain or matches a domain set as 'internal' by your workspace admin) available to other users in your workspace

  • All meetings with external participants

    • This will automatically make all of your recorded meetings where at least one meeting participant has an 'external' email domain (i.e. doesn't match your email domain and doesn't match any email domain set as 'internal' by your workspace admin) available to other users in your workspace

  • No meetings

    • This disables auto sharing to your workspace and disables any automations from running

Regardless which auto share setting you select above, you can always enable or disable workspace access for an individual recording after the meeting concludes from the Grain app.

Meeting Recap Emails

  • From here we can select which meeting participants we would like to send automatic emails to - similarly to the meeting access options!

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