This part covers steps 10 and 11: reviewing your Account Settings and the welcome email.
This setup guide has 7 parts:
- Read account setup guide, part 1: Create your account and verify your email
- Read account setup guide, part 2: Connect your calendar
- Read account setup guide, part 3: Choose which meetings Read joins and who gets recaps
- Read account setup guide, part 4: Review Advanced Settings for your reports
- Read account setup guide, part 5: Integrations, Wrap Up, and your first look at Read
- Read account setup guide, part 6: Review your Account Settings (you are here)
- Read account setup guide, part 7: Joining Read AI from a shared meeting report
10. Review your Account Settings
Click the button with your name and email in the bottom left corner of the screen, then click "Account Settings".
Click "Meeting Recording". Under Auto-Join Preferences, you can change which meetings Read AI joins automatically (Auto-Join Calendar Events and Auto-Join Unscheduled Meetings), or turn off auto-join altogether. Once a calendar is connected, Which Calendar Events lets you choose All calendar events (the default) or Calendar events I'm hosting, and Who's Invited lets you choose Any participants (the default) or Internal participants only (Read only joins when everyone invited is from your domain). Under Assistant Appearance, you can change how your assistant appears when it joins meetings with the Assistant Name drop-down (for example, "read.ai meeting notes" or "<your first name>'s Notetaker").
From "Report Sharing" you can change who has access to your reports, and whether and how your reports are shared automatically. You can change this at any time. To learn more, see How do I control meeting report sharing and distribution?
Under "Advanced", you can see that by default your data is not used to train our models (the Customer Experience Program box stays unchecked unless you checked it during onboarding). If you joined a Workspace when you signed up, you won't see this section, because Workspaces are excluded from this program.
Under Active Sessions, you can see where your account is signed in and log out of individual sessions (Log out) or all of them (Log out of all sessions). If you ever choose to delete your Read AI account, use Delete my account in the Delete Account section here.
11. Welcome email
About an hour after you create your account, you will receive a "Welcome to Read" email.
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