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

Circleback API Circleback MCP Circleback CLI

Workspace and teams

Update workspace roles

Make others an admin, member, or viewer, transfer billing ownership, or deactivate a member

Go to Settings → Workspace.
Select ⋯ next to a user and choose an action.

Admins can take the following actions on other users:

Make admin, member, or viewer
Transfer billing ownership
Deactivate or reactivate

The current billing owner can also transfer billing ownership to another user that's active on the workspace.

Related articles

Create a workspaceSet up a workspace to share meetings and automations with your team Deactivate a workspace memberDeactivate a workspace to revoke access to the workspace Transfer billing ownershipMake another user on your workspace the billing owner Add people to your workspaceAdd manually or have people from your company get added automatically