Team Edition
Using Team Edition
Navigating the Team Settings Page
This page is only visible to Admins of Team Edition accounts. Add and delete the sub-teams you'd like to add your users to. Our users typically use th...
Managing Team Members
Navigate to the Settings page. Click on the Invite Team Members button: Enter the email address(es) you'd like to invite to your Team in Fathom. Be ...
Joining a Fathom Team
Once you're added to a Fathom Team, you'll receive an invitation email to log in to Fathom and join that team. You can decide if you would like to sha...
Choosing what recordings are shared in the Team Call library
Fathom makes it easy to share some -- or none -- of your calls with your entire team. When a user is invited to join a team, they'll see the option to...
Advanced AI Features in Team Edition
Team Edition users have access to 14 templates designed to give you the perfect notes for every type of meeting, whether it's a sales call or a stand-...
Navigating the Teams Call Library
Once you have joined a 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 cal...
Viewing 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. Over...
Creating and Sharing Playlists
A playlist is a group of highlighted clips or calls that can be shared among your Team. You can add highlighted clips of calls to a Playlist. 💡 You c...
Viewing Calls with a Company
From the Team Calls tab, click on a Company logo to view all calls with that company. You will be taken to a new tab with all of the calls associated ...
Creating and Subscribing to Alerts
An alert is a notification that a keyword was said during a meeting. For example, you can create alerts for your competitors so that you are notified ...
Using Folders
Users on Team Edition can easily organize calls by adding them to folders. 🚨 Calls added to folders are visible to everyone in your Team Edition ac...
Single Sign-On
Configuring SCIM with Okta
Our Okta SCIM implementation supports the following provisioning features: Create Users Update User Attributes First name Last name Email Timezone Dea...
Configuring SAML 2.0 with Okta
Enabling SAML will impact all users who use Fathom. Once enabled, existing users will not be able to sign in through their regular sign-in page. When ...
Enabling Okta through the App Catalog
🗒️ This feature is only available for Team Edition Pro Fathom's Okta integration app is available in the Okta App Catalog. In Okta, go to Applicati...