Recording Consent

Recording Consent

Ask people for permission to record, and manage who may record you

Read this first

You are responsible for the recordings you make. The rules differ by country and by state, and they can change. Tagup gives you the tools to ask and to keep a record of the answer. It does not give legal advice, and a setting in the app is not a legal opinion about your situation.

How it works

Before Tagup records a contact, one of two things has to be true.

The contact says yes

You send a request. They open a link and answer it themselves. Their answer is the record.

You state you already have permission

You turn on a switch that says you have their permission. This is your own statement, not theirs. Tagup stores the date you made it.

Tagup keeps these two apart, and always shows which one is in play. A switch you turned on never reads as "they agreed".

Choose when Tagup asks

Go to Settings and find Recording & Transcription Consent. Pick one of three options. The choice applies to every contact.

The Recording and Transcription Consent section in Settings, with three optionsThe Recording and Transcription Consent section in Settings, with three options
Always ask — the safest option, and the one that works everywhere. Tagup records a contact only after that contact agrees.
Ask based on location — Tagup compares your location and the contact's location against its built-in list. If either one calls for asking, or a location is missing, Tagup asks.
Don't ask — Tagup never asks anyone. You take responsibility for getting permission yourself.

Below the options you can write a default purpose in your own words. Tagup falls back to it when a request goes out with no purpose of its own. Leave it blank to use the standard wording. When you ask somebody yourself, you pick the purpose in the request form.

Ask one contact

Open the contact, press Edit, and scroll to Recording Approval.

The Recording Approval section on the edit person page, with the permission switch and the request buttonThe Recording Approval section on the edit person page, with the permission switch and the request button

The contact needs an email address on their record. Add one first if it is missing, or the request has nowhere to go.

Send the request

Press Request transcription approval. A short form opens. Nothing is sent until you press Send request.

The request dialog with the purpose chips, the purpose text, and an optional noteThe request dialog with the purpose chips, the purpose text, and an optional note

Stated purpose

Pick the line that fits your work. The contact reads this exact sentence, and it is the main thing they use to decide. Five choices cover most cases:

Generic — "Capture transcript of our conversations for better notes and action items."
Manager — for 1:1s and team conversations, to follow through on commitments
Consultant — to document decisions, requirements, and next steps on a project
Founder — to capture insights and commitments from customer conversations
Coach / Advisor — to keep session notes and hold someone to what they agreed

The full sentence appears under the chips, so you read it before you send it. The form opens on the purpose you last used with this contact, and on Generic if you have not asked them before.

Optional note

A line in your own words, up to 500 characters, such as "For our weekly check-ins". Use it when the purpose alone does not explain why you are asking this person.

After you ask

The section changes to show where the request stands. You see the date you sent it, whether the contact has answered, and their own switch, which only they can change.

The Recording Approval section after a request, showing the date sent and the waiting stateThe Recording Approval section after a request, showing the date sent and the waiting state

If they have not answered, you can ask again. Tagup waits an hour between requests, and the button says how long is left. That gap is deliberate: a consent request that arrives twice an hour reads as pressure, and pressure is not consent.

What the contact sees

Tagup emails them a private link. The link opens a page of their own. They do not need a Tagup account, and they do not have to sign in.

The approval page a contact reaches from the email, with the request card and the Allow recording switchThe approval page a contact reaches from the email, with the request card and the Allow recording switch

One card for each person who asked

Each card names the person, shows the purpose they chose, and holds one switch: Allow recording. If several people have asked, they answer each one on its own. The page says Awaiting your response until they do.

They can change their mind

The same link works later. They can turn an approval off at any time, and it takes effect at once.

They can replace the link

If they think somebody else has the link, they press Send me a new link. Tagup emails a new link to the same address, and the old link stops working.

What the page promises them

What does allowing this mean? opens a list. It is worth knowing what your contact has been told:

  • • Their answer is recorded and shown to the person who asked.
  • • A no stops recording — unless the requester tells Tagup they already have permission.
  • • A transcript exists only when they approve and the Tagup user chooses to record.
  • • The audio is used to make the transcript and is not saved.
  • • Nothing is sent to them automatically. A shared conversation arrives as its own email.
  • • Tagup stores no biometric data and no screen captures.
  • • Tagup cannot delete a shared transcript for them. They have to ask the person who sent it.
  • • The answer has an end date. At the time of writing it lasts 12 months, and Tagup asks again before it runs out.

The permission switch

The same section holds a switch that reads "I have [name]'s permission to record". Turn it on when you already have their agreement in another form, for example in writing or at the start of a call.

The switch unblocks recording for that contact. It records that you confirmed it, with the date. It does not ask the contact, and it does not change their answer.

Tagup shows: "You confirmed on 12 Mar that you have Lisa's permission."
Tagup never shows: "Lisa consented."

The contact's own answer is always shown next to the switch, so you can see both facts at once. Turn the switch off to withdraw your statement.

When recording is blocked

If your setting calls for asking and nothing is on file, the record button is replaced by a short notice. The notice says why, and it always gives you something to do, right there in the form:

Request consent — send the email without leaving the page
The permission switch — state that you already have it
Set location — appears when Tagup does not know where the contact is based

Your notes are safe. Every action in the notice works in place, so nothing you typed is lost.

Location is a rough guide

The Ask based on location setting reads the location on your account and the location on the contact's record. That is where a person is based. It is not where they were sitting during the call.

Tagup says so in the notice, and it stops there. Treat the result as a prompt to think, not as an answer.

Permission expires

An answer does not last for ever. Tagup shows the date each one runs out, and warns you before it does. The warning appears where you record, so you see it in time to ask again.

After it runs out, the contact's card shows the fact and one question: ask again, or not. There is no switch left half-set, because a lapsed answer is a past event and not a current setting.

Who may record you

Other people can ask you for the same permission. Press your avatar at the bottom of the left rail, then Recording Consent. The page lists every person who asked you.

The Recording Consent page, with one request waiting for an answerThe Recording Consent page, with one request waiting for an answer

One card for each request

Each card names the person who asked and the purpose they chose, and carries one Allow recording switch. Until you answer, the card says Awaiting your response.

The same list as the email link

This is the page described above, inside your account. Answer here or from the link in the email — they are two doors into one list, and the same What does allowing this mean? explanation sits above both.

Answer, and change your answer

Turn the switch on to allow recording, or leave it off to refuse. Come back whenever you like and turn it off again. The person who asked sees your answer and the date, and nothing else about you.

This is not the same as your own rules

This page is about people recording you. When Tagup asks on your behalf is a separate setting, in Settings. The page links across to it, because the two are easy to confuse.

If nobody has asked you yet, the section says so: "No one has requested transcription approval from you yet."

Good to know

  • • Dictation is never blocked. Only your own voice is in it.
  • • A contact who declines can be recorded only if you turn on the permission switch and take that responsibility.
  • • The person you record never sees your permission switch or its date.
  • • Consent controls recording. Sending the transcript is a separate step. See Sharing a Transcript.