Circleback Support

Account and setup

Connect your calendar Meeting joining preferences Sharing preferences Email preferences Connect your email Customize meeting participant Add custom vocabulary Enable Circleback for a Microsoft organization Change account email Export your account data Troubleshoot missing emails Delete your account

Switch to Circleback

Getting started with recording Configure whether meeting recordings are saved

Share a meeting Tag meetings Add your own notes Automatic meeting tagging Download meeting recording Delete a meeting Meeting languages Edit meeting notes Import a meeting Copy meeting notes or transcript Update meeting participant names Share meeting moments Leave comments on a meeting Create a meeting clip Select and take action on multiple meetings Claim meeting ownership

Getting started with automations Automatically share meetings with your workspace Generate insights with AI Run automations for past meetings Share an automation Enable automations for your workspace Export meeting data with webhooks Run automations for external meetings

Ask Circleback Assistant Use Assistant on mobile Use Assistant in Slack

Workspace and teams

Add people to your workspace Teams Deactivate a workspace member Update workspace roles Default and enforced workspace settings Data retention settings Usage dashboard Update workspace details Add multiple domains to your workspace Create a workspace

Update plan Update payment method Consolidate workspace billing Find past invoices and receipts Receive email receipts Transfer billing ownership Referrals Cancel subscription Switch to invoice billing Add seats by invoice Update billing information

Security Enable HIPAA compliance

SSO Set up SSO with Google Workspace Set up SSO with Microsoft Entra ID Set up SSO with SAML Set up SSO with OpenID Connect Set up SSO with Okta

Circleback API Circleback MCP Circleback CLI

Single sign-on

Configure SSO for your workspace

SSOConnect your identity provider so workspace members can log in to Circleback with SSO Set up SSO with Google WorkspaceUse Google Workspace as an identity provider for Circleback Set up SSO with Microsoft Entra IDLet your team sign in to Circleback with Microsoft Entra ID Set up SSO with SAMLConnect any identity provider that supports SAML 2.0 to Circleback Set up SSO with OpenID ConnectConnect any identity provider that supports OpenID Connect to Circleback Set up SSO with OktaLet your team log in to Circleback with Okta