Everything you set up and manage in Sally: your own account, the people in your organization, the settings that apply to everyone, and your licenses and invoices.
Manage usersLooking for consent, recordings, retention, or MFA? Those live in their own section, Privacy settings.
Your account
Everything that only affects you, not your colleagues.
Update your account password with email verification for security.
Set your personal language for the UI and summaries, and the organization language for shared communications.
Set a default organization when you belong to several organization accounts.
Sign in with your company identity provider instead of a separate Sally password.
Users & roles
Add new users with role and license assignment, or remove users from your organization.
Understand Owner, Admin, and Member roles and assign permissions to control user access.
Assign substitutes and temporarily impersonate users for business continuity during absences.
Set up automatic user provisioning from Microsoft Entra, Google Workspace, or Okta.
Control which calendars and integrations users in your organization are allowed to connect and use.
Organization settings
Decide which recording methods your organization may use, from joining via link to uploading a file.
Change the display name and background image of the Sally meeting bot to match your branding.
Give Sally a Microsoft Teams account so it can join meetings that require signed-in participants.
Give Sally a dedicated Zoom account so it joins reliably despite Zoom's bot detection.
Customize exported document design with logos, fonts, colors, footers, and download restrictions.
Permanently delete your organization account, erase all data, and cancel subscriptions.
Licenses & billing
Everything about licenses, payment, and invoices sits in Licenses & billing. The most common tasks:
Turn your trial into a paid plan and activate the licenses for your organization.
Give a license to a colleague or take it back so it can go to someone else.
Store or change the payment method your subscription is charged to.
Find and download every invoice for your organization account.
Need to add team members?
Start by adding users and assigning roles to your organization.