Managing Privacy for Meeting Recaps in UpdateAI
The UpdateAI “Organization” feature provides a transparent platform for team members to review past meeting summaries together. However, we also understand the importance of privacy and have enabled certain features to help you manage what to show the rest of your organization.
For specific meetings such as internal 1:1's or sensitive client discussions, you might want to limit meeting recap visibility.
There are two visibility settings available:
(Note: You must be the owner of the meeting recap to modify its visibility setting.)
Invitees Only - This limits recap access to users in the organization workspace who were invited to the meeting. All recap content is fully visible to these individuals. Other organization members who were not invited cannot access or see this recap on their dashboard.
Organization - All members within your organization can access and view the entire content of the meeting recap.
Regardless of these settings, anyone who can access a recap can create a public-view link of that recap. Public views are, however, restricted to content categories that have been enabled in the meeting's visibility configuration. More on public recap views here.
Adjusting Meeting Visibility Settings
There are two ways to manage your meeting visibility:
1. Global Settings - Set default visibility per meeting type in your organization settings. When you first join UpdateAI your default global settings will be as shown below.
2. Per Recap Settings - Modify the visibility for an individual meeting recap on its page.
The ability for Org Admins to Control Meeting Visibility
As the owner or admin of your organization, you play a crucial role in safeguarding sensitive information contained in recaps. Our system empowers you with robust controls to manage the visibility of these recaps, ensuring confidentiality and compliance. (Visit My Organization in settings.)
Key Controls at Your Disposal
Global Visibility Settings
Uniform Application: Instantly apply visibility settings across all current and future members of your organization, and prevent members from modifying these preset visibility settings.
Individual Member Settings
Customization: Set visibility preferences for each member individually, tailoring access as needed.
Locking Member Permissions:
Control Over Changes: Lock specific members' ability to alter their individual visibility settings.
Audit Capability
Visibility Oversight: Maintain a comprehensive view of the visibility settings for each member in your organization, ensuring transparency and control.
By utilizing these controls, you can effectively manage who sees what within your workspace, enhancing security and privacy for your organization's sensitive information.
Visibility of Upcoming Meetings in Your Main Dashboard
Only the owner and invited members of an upcoming meeting will see that meeting on their Your Scheduled Meetings dashboard. We do this to protect your privacy.
Members who are part of the same organization but are not part of an upcoming meeting will not see that meeting displayed on their Upcoming Meetings dashboard.