Renaming your Notetaker

The name that your Cogram Notetaker displays when joining a virtual meeting can be changed under Account Settings > Meetings. This applies to Zoom, Microsoft Teams, and Google Meet meetings. Webex does not support custom notetaker names.

Setting a default for your organization (Admins)

Org Admins and Owners can set a default Notetaker name that applies to all members of the organization. This is configured under Organization Settings > Meetings.

The name supports two template variables that are replaced automatically per user:

• {{first name}}: the user's first name

• {{organization name}}: the name of your organization

For example, {{first name}}'s {{organization name}} Notetaker would render as Alex's Acme Corp Notetaker for a user named Alex.

When saving the organization default, you can choose to lock or leave unlocked:

State	What the end user sees
Unlocked	The default value is pre-filled in their settings, but they can edit and save their own name.
Locked	The field is grayed out with a lock icon. They cannot edit it. Hovering shows "Notetaker name is set and locked by your organization."

Note: If your organization has locked this setting, you will not be able to edit the Notetaker name field. Contact your Org Admin if you need the name changed.