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Note: to access the "Teams" tab, you must be an Administrator.
Teams are a useful way to manage how users can access call recordings. Contributors can access recordings they made, but they cannot access recordings made by other users. When you add users to a Team and make them Listeners, you give them permission to listen to all call recordings made by everyone in that Team.
On "Teams" tab, you can add teams, remove teams, and manage which users are in these teams.
Add a Team
To create a team, login to your Administrator account and go to the home page. Click on the settings icon and select the "Account" option. Go to the "Teams" tab.
Click on the "Add Team" button. The "Add Team" screen appears.
Specify the name for the new team. You can also add further details in the "Description" box. When you have done this, click "Save Changes". This creates a new team and adds it to the list of teams on the "Teams" tab.
Delete a team
You can delete any team in your organisation. Proceed with caution because the only way to bring it back is to re-create the team and add its users again. It is important to note that deleting a team also removes permissions assigned to members of the team you are deleting. This could lead to some users no longer having any access to recordings.
To delete a team, login to your Administrator account and go to the home page. Click on the settings icon and select the "Account" option. Go to the "Teams" tab.
On the right side of the team you want to delete, click on the delete icon . The system prompts you to confirm that you want to delete the team. This deletes the team and removes it from the list of teams on the "Teams" tab.
Add a User to a Team
After you have added users to the platform and created one or more teams, you can add users to a team.
To add a user to a team, login to your Administrator account and go to the home page. Click on the settings icon and select the "Account" option. Go to the "Teams" tab.
Click on the team you want to add a users to, and this shows you information about the team.
In the "Members" section, click on the "Add" button. This shows the "Add Team Member" screen, which lists all the users who have been created on your account.
Click on the name of a user who you want to add to the team. This shows you information about the user and their team permissions.
Tick a checkbox to make that user a listener or a contributor, then click on "Save Changes". For more information, see "Contributor/Listener".
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