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Cassidy gives you flexible control over who can access your meeting recordings and transcripts. Meetings are automatically shared with teammates who were invited to the calendar event, and you can also share individual meetings with specific people, set organization-wide access, or create automated sharing rules that grant access based on meeting criteria.

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Share an individual meeting

By default, recorded meetings are shared with teammates in your organization who were invited to the meeting. Invited teammates get Can view access so they can review the recording, transcript, and summary. Organization admins can disable this default from Organization Settings → Meeting Settings by turning off Auto-share with invited teammates under Automatic Sharing.
1

Open the meeting

Navigate to Meetings in the left sidebar and click the meeting you want to share.
Meetings list with a meeting record selected
2

Click Share

Click Share in the top right corner of the meeting detail page.
Meeting detail page with the Share button highlighted
Meeting share dialog showing access settings
3

Set the access level

Choose the appropriate access level:
  • Restricted — Only people and groups you explicitly add can access the meeting
  • Team — Anyone in your organization can access the meeting
  • Public — Anyone on the internet with the link can view the meeting
Share dialog showing access level dropdown with Restricted, Team, and Public options
4

Add people or groups

If you selected Restricted, start typing names or email addresses to add specific people. For each person or group, set their permission level:
  • Can view — Read-only access to the recording, transcript, and summary
  • Can edit — Full access to modify meeting details and sharing settings
Share dialog showing the people and groups search field with permission level dropdowns
You can add groups to share with entire teams at once. See Assign roles and groups to learn how to create and manage groups.
5

Create a sharing rule (optional)

Click Create new Meeting Sharing Rule to set up automated sharing based on meeting criteria. See Create sharing rules below for the full walkthrough.
Share dialog with the Create new Meeting Sharing Rule link
When a sharing rule applies to a meeting, it appears under Shared via Sharing Rules on the meeting’s share dialog so you can see how access was granted.
Meeting share dialog showing the Shared via Sharing Rules section
6

Copy the link (optional)

Click Copy link to share the meeting URL with anyone who has access, then click Done.
Public meeting link viewer showing video, details, summary, and transcript
Public links open in a dedicated viewer that displays the video, details, summary, and transcript so anyone can review the meeting without a Cassidy account.

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Create sharing rules

Sharing rules automatically grant access to meetings that match specific criteria. Instead of sharing each meeting manually, you can set up rules so the right people always have access to the meetings they need.
1

Open sharing rules

From the Meetings page, click Sharing rules. You can also navigate to Organization Settings and click the Meeting Sharing tab.
Meetings page showing the Sharing rules button in the sidebar
2

Add a new rule

Click Add Rule to start creating an automated sharing rule.
Sharing rules page with the Add Rule button
3

Name the rule

Enter a descriptive name for the rule (e.g., “Share sales calls with Sales team” or “Share all-hands with everyone”).
4

Define filter conditions

Set filters to specify which meetings this rule applies to. You can create AND/OR conditions based on:
  • Meeting title — Match meetings by name or keyword
  • Meeting owner — Match by who recorded the meeting
  • Meeting owner group — Match by the recorder’s group membership
  • Organizer email — Match by calendar event organizer
  • Participant names — Match by who attended
  • Invitee emails — Match by who was invited
Click Preview to see which past meetings would match your filter criteria.
Rule filter configuration with AND/OR conditions and filter fields
5

Save and assign access

Review the matching meetings, then click Save & Assign Users/Groups.
Preview of matching meetings with the Save and Assign button
6

Select who gets access

Choose the people or groups who should automatically receive access to meetings matching this rule, then click Share.
User and group selection dialog for the sharing rule
Selected users and groups with the Share button
7

Finish setup

Click Done to activate the rule. Going forward, any meeting matching the rule’s filters is automatically shared with the selected people and groups.
Completed sharing rule confirmation dialog

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Manage existing rules

From the sharing rules page, you can manage your rules:
  • Edit — Update filter conditions or change who has access
  • Duplicate — Create a copy to use as a starting point for a similar rule
  • Delete — Remove the rule (existing access granted by the rule is not revoked)
Click the … menu on any rule to see these options.
Sharing rules list with the three-dot menu expanded showing Edit, Duplicate, and Delete options

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Access levels at a glance

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Next steps

Get started with Meetings

Connect your calendar and start recording.

Automate with Workflows

Trigger actions automatically when meetings end.

Add the Meetings Connector

Give Agents access to your meeting library for cross-meeting search.

Chat with your meetings

Add the Meetings Connector to an Agent and control what each user can see.

Assign roles and groups

Create groups to use with meeting sharing rules.