Read has different settings that control who can access your meeting reports on Read's website (Report sharing) as well as who receives email summaries and other communications about your meeting reports (Distribution). Your account settings will only affect the meeting reports that you own, and keep in mind that anyone else who invites Read to the meeting will also get access to the report (and can share it with others) unless you make it private.
Report sharing
Your account settings for Report sharing determine who your meeting reports will automatically be shared with when they're first generated. You'll find them under Account Settings > Reporting:
Here you can choose whether to give access to internal and/or external participants that were invited to your meeting. If your primary email is from a public email service like Gmail, then the internal option is disabled and all participants are treated as external. Note that this will share the report with anyone who is invited to the meeting, regardless of whether or not they attend.
If those users have or sign up for Read, they should be able to view the report in their Shared with me tab. People who don't already have a Read account can get access to the report if they receive a meeting recap email and create an account from the link in that email.
If you set both of these to "No access" then by default, your reports will only be available to you, however others can still get access if they also add Read to the meeting (unless you make it private).
Remember that this setting only gets applied to reports that you are the owner of. To learn more about report ownership, see How does meeting report ownership work?
Distribution
Your Distribution settings control various communications about your meetings that are sent outside of Read's platform, potentially to other people. This includes who will receive meeting recaps, with all of the meeting notes and a link to the report on https://read.ai.
You can view and change your Distribution settings in the same Account Settings > Reporting section, right below Report sharing.
Send Meeting Recap
Here you can choose to send meeting report recaps to yourself and/or all of the participants who you shared the report with. If your report sharing is set to "Nothing", then you can only send the meeting recap to yourself. Recaps can be sent by email, Slack, and/or Teams depending on whichever you enable here. Like the access settings, this only applies to reports that you own.
Send Meeting Pre-Read
Meeting "Pre-Reads" are available for recurring meetings. If enabled, Read will send a recap of the previous meeting, reminding you about things like your action items and open questions, about an hour before the next meeting is scheduled to start. This setting will apply to reports that you own, based on who is invited to the upcoming instance (not the previous one whose recap is being sent). Like the recap, you can choose to send these over email, Slack, and/or Teams.
Update Calendar Event
This will update the shared calendar event description (in Google, Outlook, and/or Zoom calendar) with the meeting summary and report link, once the report is generated.
Meeting Chat
This will modify the chat message that Read sends at the start of a meeting to include a link to access the meeting report. During the meeting, this link will show a dashboard with real-time metrics and a place to take notes, and after the meeting it will redirect to the meeting report.
Workspaces and Team Sharing
If you belong to a Workspace, the options in your account settings may be controlled or restricted based on how your admin configures your Workspace settings.
Workspace admins can also configure their Workspace settings so that meeting reports are automatically shared between team members, or with a team's manager. See How can I automatically share reports with my team?
Integrations and other email settings
In addition to the Report Sharing and Distribution settings, there are some other features and settings that have an impact on how your content is shared outside of Read and how Read communicates with you:
- Read supports a number of integrations with third party platforms, allowing you to automatically push and pull information between systems in various ways. To discover more about this check out your Apps & Integrations page, or search for "integrations" on the help center.
- Read may send you additional personalized emails with information about your meetings, as well as product updates and account info. You can manage your email preferences for these personal emails under Account Settings > Email.
- In the Email settings section, you also have an option called "Meeting images" which lets you disable the screenshot images that Read normally includes in recap and pre-read emails.