Vega lets you group users into teams so advisors, CSAs, and other colleagues can seamlessly prepare for meetings, share notes, and stay in sync—without over‑sharing every asset firm‑wide.
What's a team?
A team is a named group of two or more Vega users inside the same firm. Once a team is created, Vega can automatically:
Allow access to any new meeting preparation, meeting note, or automatic email draft responses received by one member with the rest of their team (based on each team member’s personal sharing settings).
Notify team members by email when new content is generated, again respecting their notification preferences.
Access is allowed to meetings and messages only once an event occurs—such as a meeting preparation, a meeting note, or an automatic email draft response. It doesn’t grant full access to your data; it simply allows teammates to view the AI-generated content created by Vega, along with the related meeting or email details.
Who can create and edit teams?
Vega users with Admin privileges can create, edit and delete teams for their firm. Regular Vega users, who do not have Admin privileges, can only view teams they are part of.
Creating a team
Go to the Teams section of the Settings page. Click Create and start building out your first team. Add more than one user to the team and configure settings to either Do not share, Share only, or Share & notify. Settings are applied at the user level. For example, if a team member has meeting notes set to Share & notify, all users in the team will automatically gain access to the meeting and receive an email when the note is ready.