How do I configure admin settings?

Admins in Marvin have access to multiple settings that impact the way their team works. This includes how other users sign up for Marvin and how the team’s data can be shared. We’ll go into detail for each setting in this article.

You’ll find admin settings in "More" in the left navigation bar. It'll be greyed-out for users who aren't Admins.

All the settings are categorized by function to make it easier for you to locate the settings.

Here you can control how team members sign up for Marvin and their login options.

The settings you choose will usually depend on the security guidelines of your company. These are the things you can control:

Keep this setting on if you want to let anyone with your company email account to join your Marvin team. If you want to have more control over your team’s users, keep this setting off. Admins or Contributors will have to send individual invitation links to new users.

If users are joining without an invitation, Marvin will assign a default role to all of them. You can choose the kind of role from the drop down menu. Admins can also change the role for users at a later date in ‘Team’.

If your organization mandates that two-factor authentication (2FA) must be used for all integrations, toggle on this setting

As an Admin, you can decide whether users need to use their email and password to login or use SSO. With SSO, Marvin will authenticate credentials for their Google, Microsoft or Okta* accounts to log them in.

* Only users on the Enterprise plan can use Okta SSO

These settings determine how your data in Marvin can be shared among the team as well as with external stakeholders.

Marvin makes it easy for you to share research insights and notes you create. For each note, clip, playlist and Insight you create, you can generate a shareable link. If you toggle this setting on, anyone with the link can view the information. They do not need to have a Marvin account to do this.

If you keep this setting off, only users within your Marvin team will be able to view the information you share with them.

With this setting, Admins can choose how much of the repository Viewers can access. If you keep it on, users with Viewer accounts in Marvin will only be able to read and comment on Insights. They will also be able to watch Playlists.

If you switch off this setting, Viewers can search and access data across the projects shared with them. They will be able to view notes, clips, files and recordings as well.

Admins can choose whether they want their team’s information to be visible in the Research Panel. Toggle off this setting to view only external participants. You can also change this setting from the Research Panel.

Switch this setting off when you want users to be restricted to Insights and Playlists for the projects to which they have access. When you keep this setting on, all members of the team can view published Insights and Playlists across all projects. Private and draft Insights are not shared with the rest of the team until you publish them.
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Keep this setting to help users discover research by other team members.

This setting is useful if your company has strict guidelines about storing and managing research participant data. You can choose from three options

You can select a default share setting for every new project created in Marvin. Anyone who creates a new project will see this as the recommended setting.

You can recommend project owners to share access with all users, all admins, or all users except Viewers. Or to keep new projects private.

In this section, you’ll find settings to manage how the bot appears in meetings.

Admins can choose a custom name* for the Marvin bot that joins and records your team’s meetings. You can use this setting to align the bot name to your team or project. This is only available for Zoom and Microsoft Teams, not Google Meet.

The bot name will change for all users in the team. You cannot customize it to individual users. When you type out a new name, make sure it does not have any special characters.

*Only users on an Enterprise plan can customize the name of the bot.
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You can use this setting to customize the call recording alert that participants see when the Marvin bot joins a call. This setting is useful if your team, project or company has specific guidelines about seeking consent from participants before recording the call. The default message that is shown and announced is "This meeting is being recorded."

In this section, you can choose how you want Marvin’s AI model to work on transcripts for different projects.

You can add a transcript vocabulary containing keywords for each project. Marvin can learn from these keywords while transcribing. Keep this setting on to share vocabulary across projects.

Turn this setting off if each of your projects have significantly different keywords.

When on, Marvin will automatically improve the grammar, spelling, and language of transcripts. This helps you access better-quality transcripts.

List keywords that you expect to be mentioned often, in calls across projects. Include industry jargon and terms you want Marvin to detect consistently.

Research Digest is a customized newsletter that highlights your team's latest research. If you enable the setting, Marvin will send the newsletter to your entire team once every two weeks.

It'll create a summary of the three most recent Insight reports published by team members*.

*If your team publishes less than two insights in the gap between Research Digests, Marvin will not have enough information to generate one.

To make sure that everyone can access the Insights mentioned in the newsletter, you must toggle on the following setting in "Data privacy & access"

"Make Insights & Playlists visible to everyone".

Use this tab to control whether you want to post all Insights published by all team members on Slack

Marvin will automatically post each Insight as soon as it is published on the Slack channel you choose. You can control the Slack controls for each project from Project settings. The individual project settings take precedence over Admin settings.

You can read more about the Slack integration in our help center article.

This section contains settings about your Marvin repository URL and user sessions.

You can create a custom URL for your Marvin repository. After you provide and verify the domain name, the Marvin team will process this information.

Admins can choose when the system should automatically log out users on Marvin. You can choose different limits for session inactivity as well as the length of the session. You can use this setting if you have security guidelines about who can access your research data.

Admins can choose to mask PII for all Marvin projects. Learn more about the different kinds of PII redaction.

Marvin can help you manage and auto-delete data stored in your repository beyond a certain time. Learn more about Marvin's data retention feature.