How to Set Up a Primary Workspace

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How to Set Up a Primary Workspace

Setting a primary workspace is important as all your conversation transcriptions will be stored there. If you need to store certain conversations in the workspace that is not your primary, you need to change the settings.

Important: For users on Pro plan, primary workspace is assigned by default. It's the paid workspace on your account.

Keep in mind that you need to change your primary workspace before the meeting that you want to store in another workspace. To assign a primary workspace, follow these steps:

1. As you sign in to the Noty.ai application, the primary workspace will open by default. In the left menu panel, click on your current workspace name. In the drop-down list, select the workspace that you want to make primary:

Setting a primary workspace is important as all your conversation transcriptions will be stored there. If you need to store certain conversations in the workspace that is not your primary, you need to change the settings.

Important: For users on Pro plan, primary workspace is assigned by default. It's the paid workspace on your account.


Keep in mind that you need to change your primary workspace before the meeting that you want to store in another workspace. To assign a primary workspace, follow these steps:

1. As you sign in to the Noty.ai application, the primary workspace will open by default. In the left menu panel, click on your current workspace name. In the drop-down list, select the workspace that you want to make primary:

how to set primary workspace

2. Once you are in the target Workspace, go to Settings in the left menu panel. Then, click Make Primary and confirm in the pop-up.

how to set primary workspace
how to set primary workspace
  1. The primary workspace will be marked with a special icon in the Workspace tab:

The primary workspace will be marked with a special icon in the Workspace tab:

how to set primary workspace
how to set primary workspace
how to set primary workspace

Now you can keep your calls, to-do lists, notes and the rest of the productivity content in the right workspace across all your devices, allowing you to access and update them anytime, anywhere.

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