Organization & Collaboration

Organize your recordings and meetings effectively, collaborate with your team, and manage access with powerful organization and sharing features.

Best Practices

Follow these best practices for effective organization and collaboration:

Folder Organization

• Establish Structure Early: Set up your folder structure before adding lots of content
• Use Consistent Naming: Follow a consistent naming convention across folders
• Avoid Over-Nesting: Keep folder depth reasonable (2-3 levels is often sufficient)
• Regular Cleanup: Periodically review and reorganize folders
• Team Alignment: Ensure your team understands and follows the folder structure

Sharing Strategy

• Share Selectively: Only share content with people who need it
• Use Appropriate Permissions: Grant minimum necessary permissions
• Document Sharing: Keep track of what's shared and with whom
• Regular Review: Periodically review shared content and remove unnecessary shares
• Use Folders for Team Sharing: Share folders instead of individual items when possible

Tag Management

• Create Tag Guidelines: Establish tag naming conventions for your team
• Limit Tag Count: Don't create too many tags (aim for 20-50 active tags)
• Use Tags Consistently: Ensure team members use tags consistently
• Regular Cleanup: Remove unused tags periodically
• Combine with Folders: Use tags and folders together for multi-dimensional organization

Permission Management

• Principle of Least Privilege: Grant minimum necessary permissions
• Regular Audits: Periodically review role assignments
• Document Roles: Maintain documentation of who has what role and why
• Role Changes: Update roles when team members change responsibilities
• Secure Billing Access: Limit Billing role to finance team members only

Next Steps

Now that you understand organization and collaboration features:

• Set Up Your Folder Structure: Create folders that match your workflow
• Establish Tag Conventions: Create and document tag naming conventions
• Review Permissions: Ensure team members have appropriate roles
• Share Content: Start sharing recordings and meetings with your team
• Explore Advanced Features: Learn about bulk operations and advanced filtering

Need Help?

• Permission Issues: Contact your organization admin or owner
• Sharing Questions: Review sharing documentation or contact support
• Organization Tips: Check best practices or community forums
• Support: Contact support for assistance with organization features

Happy organizing! 📁