> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetdoris.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin Settings

> Configure workspace domains, data sources, meeting capture, event logs, branding, team access, and billing.

Admin settings are available to Doris admins from **Settings**. Use them to manage organization-wide configuration that affects your whole workspace.

## When to use Admin Settings

* You need to configure internal company domains
* You need to manage CRM, Microsoft 365, or tracked inbox and calendar subscriptions
* You need to set the Doris Notetaker join policy
* You want to connect Gong for meeting transcripts
* You need to audit source events or ontology processing
* You need to manage Roundtable branding, teammates, seats, or billing

## Admin sections

<CardGroup cols={2}>
  <Card title="Workspace" icon="building">
    Manage internal company domains. Doris uses these domains to tell internal meetings from external customer meetings.
  </Card>

  <Card title="Data Sources" icon="database">
    Manage CRM setup from Sources, connect Microsoft 365, and choose tracked inbox and calendar users.
  </Card>

  <Card title="Notetaker" icon="microphone">
    Set the native Doris Notetaker auto-join policy and optionally connect Gong.
  </Card>

  <Card title="Event log" icon="bolt">
    Inspect ontology and source-processing events when records or automations need debugging.
  </Card>

  <Card title="Roundtable branding" icon="image">
    Configure the buyer-facing brand assets used by Roundtable workspaces.
  </Card>

  <Card title="Team & Billing" icon="users">
    Invite teammates, manage roles, review seats, and open billing controls.
  </Card>
</CardGroup>

## How to configure workspace basics

<Steps>
  <Step title="Open the admin section">
    Go to **Settings**, then use the **Admin** group in the settings sidebar. You only see this group if your Doris role has admin access.
  </Step>

  <Step title="Confirm company domains">
    Open **Workspace** and add the email domains your company uses. Doris treats participants from these domains as internal, which affects meeting classification and notetaker behavior.
  </Step>

  <Step title="Connect source systems">
    Open **Data Sources**. CRM setup is managed from **Sources**, while Microsoft 365 admin consent and tracked Outlook users are managed here.
  </Step>

  <Step title="Set meeting capture">
    Open **Notetaker**. Doris Notetaker is the default capture path; choose the auto-join policy that matches your rollout.
  </Step>

  <Step title="Invite the team">
    Open **Team & Billing** to invite users, assign roles, and confirm seat capacity.
  </Step>
</Steps>

## Data Sources

Use **Settings > Admin > Data Sources** for admin-managed source configuration:

* **CRM Integrations** - opens [Sources](/sources), where admins connect [Salesforce](/integrations/salesforce) or [HubSpot](/integrations/hubspot), choose tracked reps, and import CRM records.
* **Global Microsoft 365 Integration** - connects Microsoft 365 with admin consent for Outlook calendar and inbox tracking.
* **Track inboxes & calendars** - selects which Doris users' Outlook calendars and inboxes Doris should subscribe to through the Microsoft 365 admin connection.

<Note>
  Google Calendar supports personal connections today. Managed Google Workspace calendar setup is coming soon.
</Note>

## Notetaker

Doris Notetaker is available by default. In **Settings > Admin > Notetaker**, choose how it should join meetings:

* **All Meetings** - Doris joins every meeting on connected calendars.
* **External Only** - Doris joins meetings with external attendees.
* **Manual** - Team members request the notetaker for specific meetings.

If your team already records calls in Gong, connect [Gong](/integrations/gong) from this section or from **Sources > Meeting Intelligence**. When Gong is enabled, Doris disables native notetaker auto-join and processes Gong transcripts instead.

<Tip>Most sales teams start with Microsoft 365 admin calendar tracking, Doris Notetaker set to External Only, and Gong connected only if Gong is already the team's recording system.</Tip>