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Organization Settings

Learn about the available organization settings

Derek Sessions avatar
Written by Derek Sessions
Updated over a week ago

You can find all of your organization settings on your settings page. This article will cover some of the more complex and technical settings and how they work.

Data Retention (or Redaction)

Note: once data has been deleted by retention rules it cannot be recovered. This settings is meant for organizations with stringent security and privacy requirements.

Data retention is an admin-set feature that deletes the transcripts, recordings, comments, and any other sensitive data of all Yoodlis after a set number of days while keeping the analytics and overall speaking progress for users.

To turn on data retention, go to Settings from the admin view in your organization. Select one of the following options:

  • Let members choose: give your members the option of choosing if they want their data deleted after a certain period. They can also choose to keep their data.

  • 1/7/30 days: delete the relevant data that many days after the Yoodli is recorded

Default member experience

Choose what first practice experience you want your new members to have on their first sign up to your organization.

  • Roleplay: members will be taken to roleplay practice

  • Interview: members will be taken to interview practice

  • Presentation: members will be taken to presentation practice

  • Home: members will see their homepage with any custom welcome videos or courses

If not set, your members will be taken through a standard onboarding experience. If a member is signing up while following a practice link for a scenario, that scenario practice will take precedence over the default member experience.

The onboarding checklist

By default, Yoodli shows a first-time user checklist customized to each of the above experiences to help members learn how to use Yoodli and navigate your organization. You may choose whether or not you want to show this checklist be selecting or deselecting “Show onboarding checklist”

Email branding

You can further customize your member experience by editing the welcome and goodbye messages members receive when they join or leave your organization.

Sign up notice

Adds a signup notice that members must agree to before they can use Yoodli. This is shown when they signup for your organization or join your organization (if they already had a Yoodli account).

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