Getting Started with Rewatch

Learn how to set up Rewatch, how to introduce Rewatch to your company, and how to configure visibility and security for your videos.

Natalie Pabón avatar
Written by Natalie Pabón
Updated over a week ago

In this guide, you’ll learn how to set up Rewatch, how to introduce Rewatch to your company, and how to configure the right level of visibility and security for your videos.

Here’s what you’ll find below:

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Welcome to your Video HQ

Rewatch brings all your company’s videos together in one place. From All-Hands meetings, to project updates, to onboarding and training, every video now has a home so you and your team can share, organize, and find the knowledge you need.

Setting up your team's channel

Your channel is your team’s home for all your videos. Here’s how to get your channel up and running in just a few steps.

1. Connect your calendar

Connecting your calendar to Rewatch lets you automatically record your meetings with Rewatch Assistant. You’ll be able to sync your upcoming meetings, set your recording preferences, and record live meetings by inviting the bot on demand.

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2. Connect your video-conferencing tools

Connecting your video-conferencing tools is the fastest way to get meeting recordings into Rewatch. Once that’s connected, you and your team can easily import past recordings and sync upcoming meetings directly to Rewatch.

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3. Upload a few videos to get started

Have recordings of past All-Hands or team meetings sitting in Dropbox or Google Drive? Add them to Rewatch, so you can start using transcription and search right away. Don’t worry about organizing them just yet – we’ll get to that next!

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4. Connect Slack to notify your team of new videos

Keep your team updated on new videos in Rewatch by installing the Rewatch app for your Slack workspace. Once installed, you can set up notifications for specific Slack channels, so your team gets notified about new videos that are relevant to them.

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Organizing your videos into collections

With Rewatch, you can organize all of your company’s videos into engaging collections. Collections make it easy for your team to browse, which can help them stay up-to-date on what’s happening. Here’s our advice for making the most out of your collections.

1. Create top-level collections for your most important videos

We recommend creating top-level collections for your most important videos. These are videos you want to share with your entire team or company, like All-Hands, quarterly reviews, or other strategic meetings. Since discoverability is important for these videos, keep them at the top of your channel’s homepage.

Once you’ve created your first collection, be sure to sync any upcoming meetings directly to their dedicated collection. If it’s a recurring meeting, you’ll only have to sync it once and all subsequent meetings will be added to the right collection in Rewatch.

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2. Create collections by department or team

Next, you can create collections for each department or specific teams within a department. You might create collections for Engineering, HR, Marketing, Sales, and Support.

Within each collection, you can have sub-collections – for example, in your Engineering collection, you may have sub-collections for product demos, bug reports, and daily stand-ups.

To help you manage collections, you can designate collection admins who have admin privileges for a specific collection. Typically, these are team managers or leads and, as a collection admin, they can control the collection’s settings and visibility.

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3. Create secret collections that are private to select members

We know not every video is meant for everyone on your team or at your company. With secret collections, you can keep videos private to just you and other members of the collection. For example, you might create secret collections for 1:1 meetings, board meetings, or leadership discussions.

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Onboarding your team and company

After you’ve got your channel up and running, it’s time to bring it to life by inviting your team to join. Let’s walk through some best practices to set your team up for success.

1. Invite your team to Rewatch

There are two ways you can invite your team – either by sending an email invitation or allowing email signup (which we recommend). By enabling email signup, anyone from your domain will be able to create an account and join your channel automatically.

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2. Help your team understand why they’ll love Rewatch

Rewatch makes your company’s videos discoverable, collaborative, and accessible for your team, while giving you more visibility and control. When introducing your team to Rewatch, help them understand what they’ll get out of their new video hub.

Here are a few key benefits to emphasize:

  • Share knowledge, seamlessly and easily: All-Hands meetings, onboarding videos, product demos – everything they need to move work forward, all in one place. Need to share a meeting recording with their team? Sync it to Rewatch in seconds.

  • Find the information they need, fast: Looking for videos can feel like a scavenger hunt – is it in Slack, Google Drive, your wiki? With Rewatch, finding information is easy. Just search for a few keywords and jump directly to the right spot in the right video.

  • Collaborate with their team in context: No more furiously scribbling down notes or trying to remember who said what. With Rewatch, they can follow up with teammates by posting questions or leaving feedback directly on the video transcript.

  • Designed for everyone to use: For teammates on the go or with audio and visual impairments, Rewatch gives them the option to read, watch, or listen to videos. They can follow along with transcripts, closed captions, and customizable playback speed.

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3. Set some guidelines for how they’ll use Rewatch

We know you and your team have existing ways that you record, share, and store videos. And your team is likely wondering, “What’s the best way for me to use Rewatch? And how does it fit into my workflow?”

Here are five prompts to help you figure out the answers:

  1. Which meetings do you absolutely need to record and share in Rewatch? This often includes All-Hands, team meetings, and onboarding and training.

  2. Which meetings do you want to encourage employees to record and share? This might include certain types of meetings – for example, team demos or retros – or meetings where there are multiple participants.

  3. Are there other kinds of videos employees should share in Rewatch? Your team can use Rewatch to share any pre-recorded videos, by importing from Dropbox, Google Drive, and Loom or uploading directly from their computer.

  4. Are there meetings or videos you don’t want your team to share? This all depends on your preference. For example, some teams don’t upload any videos that cover highly sensitive information, like employee performance.

  5. How would you like to see your team work in Rewatch? Many teams use Rewatch to follow up on discussion items, create watchlists for videos they need to catch up on, and point teammates to related resources in a video’s description.

Managing permissions and settings

Some videos within your company can be shared freely, while other videos need to be handled more carefully. In Rewatch, permissions are granular and straightforward to manage, so you’re always in control of who can see what.

1. Set your channel and collection admins

There are two types of admins in Rewatch: channel admins and collection admins (editors). Channel admins have full control over your channel, including the ability to manage member access, billing, and security. Editors only have the ability to manage visibility and membership for specific collections.

We recommend limiting the number of channel admins and, instead, designating editors for every top-level collection. That way, your channel stays secure, while empowering teammates to manage and share the knowledge that’s crucial for their team.

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2. Manage embed permissions for your videos

With embeds, you can add Rewatch videos wherever your team needs to see them. If you’re updating your wiki, you can easily share the latest All-Hands. Or, if an engineer is working on an issue in GitHub, they can reference decisions from a recent meeting.

Channel admins have full control over who can create and watch embedded videos and where they can be embedded.

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3. Decide if videos can be shared externally

We know getting work done can involve a lot of people, both within your team and outside of it. That’s why you have the option to allow teammates to share videos externally—whether that’s with partners, customers, or agencies and freelancers.

Channel admins can restrict the ability to share publicly to just admins or turn off sharing entirely. Admins can also see and track every video that’s been shared from your channel.

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Configuring access and security

Rewatch helps keep your company’s videos secure and compliant by ensuring only the right people have access.

1. Set up single sign-on (SSO)

Rewatch offers single sign-on (SSO) functionality, so you can seamlessly manage member access. You can either have your team sign in through Google – which requires no configuration – or through your identity provider with SAML SSO for increased security.

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2. Set up SCIM for member provisioning

Rewatch supports member provisioning with the System for Cross-domain Identity Managment (SCIM) standard. Once configured, you can automatically create, deactivate, and reactivate members, update member profiles, and update group membership.

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3. Create groups to simplify member management

Groups make it simple to control access within Rewatch as well as manage notifications for collections. You can subscribe groups of members to collections for notifications and grant groups access to secret collections. If you’ve configured SAML SSO, you can easily map groups in Rewatch to SAML groups.

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