> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavioapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Collaboration

> Set up team workspaces, invite members, and share meeting notes automatically so everyone stays aligned.

Mavio is designed for teams. This guide covers creating a shared workspace, inviting your colleagues, and configuring automatic sharing so meeting notes reach the right people without manual effort.

## Prerequisites

* A Mavio account on the **Team** plan
* Admin or owner role in your Mavio workspace

## Create and configure your team workspace

<Steps>
  <Step title="Create a workspace">
    Go to **Settings > Team** and click **Create workspace**. Enter your team or company name and click **Create**. This becomes the shared space where all team meeting data lives.

    <Tip>Choose a clear name like "Acme Engineering" or "Sales Team" -- you can always rename it later.</Tip>
  </Step>

  <Step title="Invite team members">
    Click **Invite members** and enter your colleagues' email addresses. You can invite multiple people at once by separating emails with commas. Each person receives an email invitation with a link to join your workspace.

    Assign a role to each member:

    | Role       | Permissions                                      |
    | ---------- | ------------------------------------------------ |
    | **Owner**  | Full access, billing, can delete workspace       |
    | **Admin**  | Manage members, integrations, and settings       |
    | **Member** | Record meetings, view shared notes, use Mavio AI |
    | **Viewer** | View shared meetings and notes (read-only)       |
  </Step>

  <Step title="Configure sharing defaults">
    Under **Settings > Team > Sharing**, set how meeting notes are distributed:

    * **Auto-share with attendees** -- meeting notes are shared with all Mavio users who attended the meeting
    * **Auto-share with team** -- all meetings are visible to everyone in the workspace
    * **Manual sharing only** -- the recorder decides who sees each meeting

    <Note>Individual members can always override the team default for specific meetings. Sensitive conversations can be kept private regardless of the team setting.</Note>
  </Step>

  <Step title="Set up channels (optional)">
    Channels let you organize meetings by project, team, or topic. Create channels under **Settings > Team > Channels**:

    * `#product-team` -- all product-related meetings
    * `#client-calls` -- external meetings with clients
    * `#all-hands` -- company-wide meetings

    Members can subscribe to channels to receive notifications and see meetings in their sidebar.
  </Step>

  <Step title="Connect team integrations">
    Team-level integrations apply to everyone in the workspace. Go to **Settings > Team > Integrations** and connect:

    * **Slack** -- post summaries to shared channels ([setup guide](/guides/setup-slack-notifications))
    * **Notion** -- sync notes to a shared Notion workspace ([setup guide](/guides/export-to-notion))
    * **Google Calendar** -- detect meetings across all team members' calendars
  </Step>
</Steps>

## How team sharing works

When a team member records a meeting, Mavio applies your sharing rules:

1. The recording appears in the recorder's personal meeting list immediately
2. After processing, shared meeting notes appear in attendees' dashboards
3. If the meeting matches a channel, it appears in that channel's feed
4. Slack and Notion notifications are sent according to team integration settings

## Best practices

* **Start with auto-share with attendees** -- it covers 90% of use cases without oversharing
* **Use channels for cross-functional projects** -- keeps related meetings grouped and searchable
* **Set up a Slack channel** -- the team gets a passive stream of meeting summaries without checking Mavio
* **Audit sharing quarterly** -- review who has access in **Settings > Team > Members** and remove former team members

<Warning>
  When a team member leaves the workspace, their personal recordings remain in the team library. Only recordings made before they joined are excluded. Remove members promptly when they leave the organization.
</Warning>