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Groups and permissions

Groups decide who sees which folders and what they can do there, so sensitive recordings stay restricted while shared work stays open.

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Folder Permissions

Overview

Group permissions are your key to managing who can see and do what within your team workspaces. This feature ensures that sensitive information remains private, while essential collaborative files are easily accessible to the right people.

By controlling access at the folder level, you can streamline your team’s workflow and maintain a secure environment for your data.

How It Works

Permissions set for a specific folder automatically apply to all files contained within it. This cascading effect means that if a user has ‘View’ access to a folder, they can see all the files inside, though they may not have the ability to edit them.

Getting Started

To access this feature, go to Side Navigation → Team in your dashboard.

Configuration

Follow these steps to set up folder permissions:

  1. Access Folder Settings: Click the Three Dots next to a folder name and select Share/Permissions.
  2. Add Members/Groups: Select a user or a defined Group.
  3. Set Role:
    • Viewer: Can watch/read but not change.
    • Editor: Can rename, edit transcript, and analyze.
    • Admin/Manager: Can delete and change permissions.

Cascade Effect: Any file uploaded to this folder inherits these rules. If a user is removed from the folder, they lose access to all its contents immediately.

Troubleshooting

Can’t See File: Check if the file was moved to a private folder or if the user was removed from the Group.

Next Steps

Ready to get started? Here’s what to do next:

  • Login to your account and navigate to Settings → Permissions.
  • Try it out by setting permissions for a test folder.
  • Explore the options to see how group permissions fit your workflow.

Need help? Contact our support team or check out our other guides.

Visit your dedicated folders page here:

https://app.speakai.co/folder

You can edit multiple folders at once or use the hamburger menu icon to individually select a folder for editing.

Once you select edit, a pop-up modal will appear.

From there, you can select “Default Assign To” and choose the relevant group with the required team members included.

Hit “Save” and from now on, any file added to that folder will automatically be able to be viewed and managed by your group members.

In order to assign team members to a folder, first select the “Folders” subheading in the left-hand sidebar to bring up your list of folders.

Next, click on the horizontal three-dot “Actions” button on the left-hand side of your desired folder to select the “Edit folder” button.

This will open a window where you can edit the name of the folder and use the “Default Assign To” drop-down list to assign the folder to specific team members. once you have made your changes, click the “Save” button in the top right-hand corner.

In order to assign your team members to individual media files, first select a folder from the left-hand sidebar to bring up a list of your desired media.

Select which media you would like to edit by clicking on the available checkbox next to each file.

Once selected, click on the “Edit” button in the top right-hand corner.

A new window will be opened where you will be able to edit each of the files that you had selected. You can pick who you would like to assign the media to with the “Assign To” drop-down list. Once you have applied your changes, click on the “Update All” button on the bottom left-hand side of the window.

An alternative way to change who is assigned to a specific media file is by clicking on the specific file, clicking on the “Action” drop-down list in the top right-hand corner and selecting the “Edit” button to bring up the same edit window for the specific media file.

Evaluating Speak AI for a team? Book a demo and see your own recordings analyzed.


Related: Teams

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