Team Edition
Using the Zapier Integration
On your User Settings page you’ll see a link to add Fathom to your Zapier account: Once it’s added you can trigger workflows in Zapier based upon a nu...
Advanced AI Features ✨
Instead of a single, chronological AI summary you’ll now have access to 12 templates designed to give you the perfect notes for every type of meeting,...
SCIM Configuration Guide
Our SCIM implementation supports the following provisioning features: Create Users Update User Attributes First name Last name Email Timezone Deactiva...
Okta
🗒️ This feature is only available for Team Edition Pro Our Okta integration app is available in the Okta App Catalog. You can access it under your O...
SAML 2.0 Configuration Guide
⚠️ Read this before you enable SAML Enabling SAML will affect all users who use this application, which means that existing users will not be able to...
Admin - How to remove or deactivate team members
Log in to Fathom.Video Click on the Customize button (upper right corner) Click on the Team Settings tab Hover over the column of the team member tha...
Admin - How to invite new members to the Team Edition
Log in to Fathom.Video Click on the Customize button (upper right corner) Click on the Team Settings tab Click on the Invite Team Members button (top...
Coaching Metrics
On the right side of the page, you can see your team’s analytics. This is a high-level overview of the team’s call metrics for the past 6 weeks. Below...
Customer Call View
When you’re viewing all calls on the Team Calls tab, you can click on a Company logo to view all calls with that company. You can click on the logo of...
How to create and subscribe to Alerts
An alert is a notification that a keyword was said during a meeting. You can create alerts for your competitors so that you are notified via email whe...
How to create and share Playlists
A playlist is a group of highlighted clips or calls that can be shared. You can add highlighted clips of calls to a Playlist. 💡 You can create a play...
How to choose what recordings are shared in the Team Call library
When you're invited to join Team Edition, you'll be given the option to choose to share your existing external recordings in Fathom with your team, as...
Team Calls Library Overview
Once you have joined your team, you can see a library of shared calls on the Team Calls page. On the top left corner, you can filter the library of ca...
How to Join Your Team
Once you are invited to Join a Team, you can log in to Fathom. Click on the tab Team Calls and then click the blue button Join Team. Joining your ...