Team Management

Introduction

NoteWave's team features (available on the Business plan) allow you to collaborate with colleagues, share transcripts, and manage team members. This guide covers team creation, member roles, and collaboration features.

Creating a Team

To create a team, you must have a Business subscription:

Step-by-step guide:

Navigate to Teams in your dashboard sidebar
Click Create Team
Enter a team name (required)
Add an optional description
Click Create
Your team is now created, and you are the Owner

Team Colors

NoteWave automatically assigns a color to your team for easy visual identification across the dashboard.

Team Roles & Permissions

NoteWave supports multiple role levels with different permissions:

👑 Owner

Full control over team settings, billing, and members. Can delete the team. Only one owner per team.

🛡️ Admin

Can invite/remove members, manage team settings, and access all team transcripts. Cannot delete the team.

👤 Manager

Can create and manage team transcripts, assign tasks, and collaborate with team members.

👥 Member

Can view and collaborate on team transcripts. Can create transcripts and share them with the team.

✏️ Editor

Can edit team transcripts and add annotations. Similar to Member but with editing privileges.

👁️ Viewer

Read-only access to team transcripts. Cannot edit, create, or delete transcripts.

Inviting Team Members

Owners and Admins can invite new members to the team:

Go to Teams and select your team
Click Invite Member
Enter the person's email address
Select their role (Admin, Manager, Member, Editor, or Viewer)
Click Send Invitation
They'll receive an email with an invite link
Once they accept, they'll appear in your team members list

Pending Invitations

Invitations expire after 7 days. You can resend or cancel pending invitations from the team members page.

Managing Team Members

Owners and Admins can modify member roles or remove members:

Available actions:

Change Role: Click the three-dot menu next to a member's name and select "Change Role"
Remove Member: Click the three-dot menu and select "Remove from Team"
Transfer Ownership: Only the Owner can transfer ownership to another member

Team Collaboration Features

Business plan teams get access to powerful collaboration tools:

Shared Transcripts

All team members can access team transcripts based on their role permissions.

Live Annotations

Add comments and highlights to transcripts that all team members can see.

Action Items

Assign tasks extracted from meetings to specific team members.

Centralized Billing

Single invoice for all team members. Owner manages subscription and payment.

Leaving a Team

To leave a team you're a member of:

Go to Teams and select the team
Click Team Settings
Select Leave Team
Confirm your decision

Note: The Owner cannot leave the team. To remove yourself as Owner, first transfer ownership to another member.