--- title: "Team folders and sharing | Convo" description: "Organise Convo calls into folders and share selected folders with your team without sharing your whole account." canonical: https://www.itsconvo.com/help-center/team-folders markdown: https://www.itsconvo.com/help-center/team-folders.md last-updated: 2026-10-14T22:06:41.000Z --- # Team folders and sharing > Organise Convo calls into folders and share selected folders with your team without sharing your whole account. Source: https://www.itsconvo.com/help-center/team-folders [← Back to Help Center](https://www.itsconvo.com/help-center) 4 min read Updated July 17th, 2026 By Convo Team • Published July 17, 2026 • Last updated July 17, 2026 Organize calls into call types (folders) in Convo's sidebar. Each folder is private by default; choose 'Everyone' when creating one to share it with your workspace, and every call added to it becomes visible to the team. Sharing is per folder, never account-wide. Call types are Convo's folders: organize your calls by kind (discovery, demos, check-ins), and when you want the team in the loop, share a folder instead of your whole account. Sharing is a deliberate act, one folder at a time. ## Creating a call type 1. In the dashboard sidebar, create a new call type under **Call types** 2. Name it and pick an icon 3. Choose **who can see this folder**: **Just me** (the default) or **Everyone** in your workspace To put a call in a folder, open the call and use **Add to folder** at the top of the page. ## How sharing works ### Private by default Every call type starts as "Just me". Nothing you record is visible to anyone else until you deliberately put it in a shared folder. ### Shared folders A folder set to "Everyone" is visible to all members of your workspace. Calls that any member adds to it, including their summaries and transcripts, can be opened by the rest of the team. That's how a sales team shares discovery calls or a CS team shares onboarding sessions. ### The rest stays yours Sharing a folder shares only that folder. Your other calls, folders, and history remain private to you. ## Setting up your team 1. Invite teammates in **Settings → Members** (available on the Professional and Enterprise plans) 2. Once they've joined your workspace, shared folders and the calls inside them appear for everyone ## Next steps - [Managing team permissions](https://www.itsconvo.com/help-center/managing-team-permissions) - Roles and access in your workspace - [Managing conversation history](https://www.itsconvo.com/help-center/conversation-history) - Everything a call captures ### Need more help? Visit our [Help Center](https://www.itsconvo.com/help-center) for more articles or contact support at [itsconvo.com/contact](https://www.itsconvo.com/contact). Still need help? Ask AI about this topic [Ask ChatGPT](https://chat.openai.com/?q=I%20need%20help%20with%20%22Team%20folders%20and%20sharing%22%20in%20the%20Convo%20meeting%20assistant%20app.%20Here%20is%20the%20help%20article%3A%20https%3A%2F%2Fwww.itsconvo.com%2Fhelp-center%2Fteam-folders%20%E2%80%94%20Can%20you%20walk%20me%20through%20this%20step%20by%20step%3F) [Ask Perplexity](https://www.perplexity.ai/search?q=I%20need%20help%20with%20%22Team%20folders%20and%20sharing%22%20in%20the%20Convo%20meeting%20assistant%20app.%20Here%20is%20the%20help%20article%3A%20https%3A%2F%2Fwww.itsconvo.com%2Fhelp-center%2Fteam-folders%20%E2%80%94%20Can%20you%20walk%20me%20through%20this%20step%20by%20step%3F) [Ask Claude](https://claude.ai/new?q=I%27m%20using%20Convo%20(AI%20meeting%20assistant)%20and%20need%20help%20with%3A%20%22Team%20folders%20and%20sharing%22.%20Here%20is%20the%20relevant%20help%20article%3A%20https%3A%2F%2Fwww.itsconvo.com%2Fhelp-center%2Fteam-folders%20%E2%80%94%20Can%20you%20help%20me%20troubleshoot%20this%3F) [Make Convo a preferred source](https://www.google.com/preferences/source?q=itsconvo.com)