A recording rule takes the remembering out of recording. Instead of someone pressing record before a task and stopping afterwards, the rule watches for the work and records it.
Rules are made in the dashboard or in the desktop app. A rule names what it records and which devices it applies to, either every device in the workspace or the ones it names. A device honours up to 200 rules.
When a rule records
A rule records in one of two ways:
- Always
- On a match
An always rule records the whole time the device is connected. Nothing has to happen to set it off.
A matching rule has criteria for when to start recording and, if you want them, criteria for when to stop. Criteria match the app in front, the window title or the time. Leave the stop criteria empty and recording stops when the start criteria stop matching.
Accepting and declining
A rule that reaches a device from somewhere else does nothing until the person there answers it. They accept or decline it in the desktop app, and only an accepted rule records. Until then the rule sits there unanswered.
A declined rule stays on the device and can be accepted later. A rule someone made on their own device is on from the moment it is made, because they asked for it.
Required recording rules
Required recording rules are not available on the Team or Individual plans.
An Enterprise workspace can mark a rule required. A required recording rule records whenever it matches and the person on the device cannot decline it or stop it.
Required covers recording only. What is recorded still stays on the device until someone shares it to the workspace, so a required rule takes the choice out of recording, not out of sharing.
Visibility
A rule is private to the person who made it. They can widen it to the whole workspace or to chosen members, exactly as a device can be widened.
This decides who sees the rule in the dashboard and who can change it. It has no bearing on which devices the rule records on, which is set by the devices the rule names.
Deleting rules
Deleting a rule stops it. Devices drop it the next time they check, and any recording it was driving ends with it.
Recordings the rule already made are untouched. They belong to the device that made them, exactly as if someone had pressed record by hand.