Getting Started
Workspace Setup
Configure your Caret workspace and invite your team
Workspace Setup
After installing Caret, you’ll need to set up your workspace. A workspace is a shared environment where you and your team can access meeting recordings, transcripts, and notes.Creating a Workspace
1
Sign in to Caret
Launch Caret and sign in with your account credentials. If you don’t have an account yet, you’ll be prompted to create one.
2
Create a new workspace
After signing in for the first time, you’ll be prompted to create a new workspace or join an existing one.Click on “Create a Workspace” to start fresh.
3
Enter workspace details
Fill in the details for your workspace:
- Workspace Name: A name for your team or organization
- Workspace URL: A unique URL for your workspace (e.g., yourcompany.caret.so)
- Industry: Select the industry that best describes your business
Choose a workspace name that makes sense for your team. This will be visible to all members.
4
Customize your preferences
Set up your initial preferences:
- Default language: The primary language used in your meetings
- Translation language: Language to translate meetings into (if needed)
- Theme preference: Light or dark mode for the Caret interface
Inviting Team Members
1
Go to workspace settings
Click on your profile picture in the top-right corner and select “Workspace Settings” from the dropdown menu.
2
Navigate to members section
In the sidebar, click on “Members” to manage your team.
3
Invite new members
Click the “Invite Members” button in the top-right corner.Enter the email addresses of the team members you want to invite. You can add multiple emails separated by commas.
You can select different roles for members:
- Admin: Can manage workspace settings and members
- Member: Can create and access all workspace notes
- Guest: Limited access to specific notes only
4
Send invitations
Click “Send Invitations” to email invite links to your team members.
Invited members will receive an email with instructions to join your workspace.
Invited members will receive an email with instructions to join your workspace.Workspace Settings
Customize additional workspace settings to match your team’s needs:General Settings
General Settings
Configure basic workspace settings:
- Workspace Name and URL: Update your workspace identifiers
- Logo: Upload your company logo
- Time Zone: Set the default time zone for meeting times
- Date Format: Choose your preferred date display format
Security Settings
Security Settings
Enhance your workspace security:
- Single Sign-On (SSO): Connect with your identity provider
- Two-Factor Authentication: Enforce 2FA for all team members
- Session Timeout: Set how long users stay logged in
- IP Restrictions: Limit access to specific IP addresses
Billing & Plans
Billing & Plans
Manage your subscription:
- Current Plan: View your current subscription plan
- Usage Statistics: Monitor your team’s usage of Caret
- Payment Method: Update your payment information
- Billing History: View past invoices
You can upgrade your plan at any time to access additional features and increase your team size.
Managing Tags
Tags help you organize and categorize your meeting notes for easier retrieval.1
Access tag settings
From Workspace Settings, select “Tags” in the sidebar.
2
Create new tags
Click “Create Tag” and specify:
- Tag Name: A descriptive name (e.g., “Sales Call”, “Team Meeting”)
- Tag Color: Choose a color for visual identification
3
Manage existing tags
You can edit or delete existing tags as needed:
- Click on a tag to edit its name or color
- Click the trash icon to delete a tag
Deleting a tag will remove it from all notes where it was applied, but won’t delete the notes themselves.