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Accurate documentation that keeps your privacy

Steps
Everything that happened in this recording.
1

Opened the Zendesk renewal reminder from email in Gmail

2

Followed the “Manage plan” link to the Zendesk Admin Center

3

Entered the Atlas CRM billing email on the Zendesk sign-in screen

4

Typed password to sign in

Zendesk loaded the Atlas CRM subscription and billing page

5

Clicked Update beside the Suite Team plan’s payment method

6

Typed card into the Stripe card field on the billing page

7

Clicked Save to confirm the payment

Zendesk confirmed the Suite Team plan had renewed for another year

Only captures what it needs to

Sensitive information is spotted on your device and stripped or masked before anything is sent, so the capture that leaves your machine is already clean.

Data

Captured

Mouse input

Clicks, selections and drags as you work.

Keyboard input

The text you type into fields.

Clipboard

Text you copy and paste.

Apps and windows

The app and window each step happens in.

Web addresses

The web pages you open in a browser.

Screenshots

Images of your screen.

Date and time

The date and time each step happens.

Passwords

What you enter to sign in to your accounts.

Payment details

Card numbers and other payment information.

Keys and secrets

API keys, access tokens and private keys.

Email addresses

Masked on your device before anything is sent.

You decide what's documented and who sees it

  • Custom roles
    Define your own set of permissions.
    Recording lead

    Can record on desktop and view recordings

    3 permissions
    Docs reviewer

    Review and publish documentation

    4 permissions
    Support agent

    View recordings in the support library only

    2 permissions

    Decide who can access what. TeamEnterpriseGive each teammate a built-in role or build your own, so they reach exactly what their job needs and nothing more.

  • Recording
    Device
    Refund a duplicate charge in Stripe
    Ana's MacBook Pro
    Provision a new starter in Okta
    IT workstation
    Escalate a Sev-1 incident in PagerDuty
    Marco's MacBook Air
    Close a won opportunity in Salesforce
    Priya's MacBook Pro

    Approve each document, or let it flow. Review each recording yourself, or let the ones that match your filters go straight through.

You stay in control of everything you capture

  • Shared only when you say so

    TeamEnterprise

    Nothing you record is ever shared with your workspace until you choose to share it.

  • Removed on your device

    Sensitive information is stripped on your machine before upload.

  • Passkeys

    Use Face ID, Touch ID or a hardware key as an extra sign-in check.

  • Private by default

    TeamEnterprise

    New devices and libraries stay private to you until you share them, apart from roles allowed to view everything.

  • Permanently deleted

    Delete a document, an account or a workspace and it is removed straight away. Copies in our encrypted backups expire soon after.

  • Manage recording access

    An app sees a document's steps but never the source recordings behind them unless you grant access.

  • Role-based access control

    TeamEnterprise

    Decide exactly who can see and who can manage each library and setting across your workspace.

  • SAML single sign-on

    Enterprise

    Let members sign in through your own identity provider, such as Okta or Microsoft Entra ID.

  • SCIM directory sync

    Enterprise

    People are added and removed automatically the moment your company directory changes.

  • Two-factor for everyone

    TeamEnterprise

    Require two-factor authentication for everyone in your workspace with no way to opt out.

  • Audit logs

    Enterprise

    A complete record of who did what and when, ready to export across your whole organisation.

  • Bring your own key

    TeamEnterprise

    Run AI processing under your own provider key, billed to your account and covered by your own agreement.

Frequently asked questions

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