Navigating the Organization Settings Page

This page is only visible to Admins of Team Edition accounts.

You can control the auto-recording of external meetings at two levels for your team:

• Enabled for All: Set a default policy that applies to all team members.

• Users choose: Allow individuals to choose their own preference for auto-recording external calls.

Toggle this on to prevent multiple Fathom notetakers from your domain from joining a single meeting.

• Before April 2025, this was based on who clicked "record" (or auto-recorded) first. Now, it’s determined by which bot is admitted from the waiting room and actually starts recording. This does not apply to impromptu meetings.
  
  Note: The "Meeting Organizer" setting applies even if the meeting organizer does not have a Fathom account.

Use our CRM integration to sync call summaries and highlights to matching Contacts, Companies, and open Deals (for HubSpot and Salesforce only)

Note: These options will overwrite individual settings in your account.

You can add company-specific terms—like product names, acronyms, or industry jargon—to help improve transcription accuracy across your team's calls. These keywords ensure Fathom captures your unique vocabulary more consistently.

For more details on how to set this up, please read here.

You can set a custom name for your team’s Fathom notetaker - this name will appear as the notetaker’s display name in all meetings.

Admins can also now customize the Fathom Notetaker bot name at the organization level using a dynamic variable.

• In Organization Settings, when editing the bot name, you'll see a tip about using {name} to insert the user’s first name automatically.

  • Example: Setting the bot name to Notetaking by %{NAME} will display Notetaking by Maria for a user named Maria.

  • If a user doesn't have a first name listed, Fathom will use their email address instead.

• If no custom name is set, the default bot name will be “(NAME)'s Fathom Notetaker.”

• Admins can reset the bot name to the default at any time by clicking Revert to Default.

You can choose whether Fathom should automatically send consent emails to your meeting attendees.

For details on when consent emails are sent and who receives them, check out this article.

Need help setting up SSO for your team? Check out this guide for everything you need to get started!

Share links allow users to share entire calls or just Highlights without needing to provision individual access to calls. This is great for sharing calls externally or with people who are not part of your Fathom account. Team admins can choose one of the below defaults:

• Users Choose

• Anyone with the link can view

• Anyone @INSERTCUSTOMERDOMAIN can view

• Only people added can view

You can also restrict anonymous recording access by turning off the “Anyone with the link can view” option for recordings and folders.

Automatically delete recordings, transcripts, and summaries after a set amount of time.
For more details on how this works, check out this article.

This prevents users from downloading recorded meetings.

This prevents users from deleting recorded meetings.

Choose from Everyone or just Team Admins. Each team member can still choose to keep calls private!

Note: If your team has already set this visibility to Everyone, this setting will no longer appear in your Team Settings. It will only be visible if the current setting is Team Admins only.