Add or manage team members

Manage your team effectively by adding or editing team member details in Outdoo AI. Follow this step-by-step guide to configure team members manually. You can also streamline the process using team member provisioning for automatic assignments.

Step 1: Access Team Member Settings

1. Navigate to Company Settings > Team Management.
2. Choose the appropriate action:
   • To Add a New Team Member: Click ADD NEW MEMBER.
   • To Edit an Existing Team Member: Click the team member’s name or the edit icon.
   • To Edit Settings for a Team at Once: Click the team icon next to the manager’s name.

Step 2: Configure Personal Details

In the Personal Details section, enter the following information:

• First Name and Last Name
• Email Address: Ensure email addresses are not associated with another team member.
• Additional Email Addresses: Add aliases linked to the primary email.
• Trusted Authentication Email: Email for accessing multiple Outdoo AI accounts without re-authenticating.
• Phone Number, Extension, Mobile Number
• Time Zone and Locale: For language, date formatting, and currency settings.
• Job Title
• Manager: Assign the direct manager to set team hierarchy.

Note: Updates to organizational hierarchy may take a couple of hours to reflect across Outdoo AI.

Step 3: Configure Workspaces and Permissions

In the Workspaces and Permission section, set:

1. Home Workspace: Calls hosted by the team member are associated with this workspace.
2. Permission Profiles: Assign profiles to define what the team member can see and do within each workspace.
3. Technical Admin Access: Determine if the team member can configure company-wide settings.

Step 4: Set Data Capture Options

In the Data Capture section, configure the following:

Web Conferences:

• Record Web Conferences: Record all calls hosted by the team member.
• Don’t Record Web Conferences: Exclude calls hosted by the member but include those attended where the host is recorded.
• Never Record: Exclude all web conference calls involving the team member.
• Set Future Calls as Private: Default all hosted calls to private.

Web Conference Interviews:

• Record Coordinated Interviews: Record interviews organized by the team member.
• Never Record Invited Interviews: Exclude interviews they are invited to.

Non-Recorded Meetings:

• Set whether to import meeting details like duration and time for unrecorded meetings.

Telephony Calls:

• Import calls made on telephony systems as needed.

Email Import:

• Import Emails: Include all sent and received emails.
• Don’t Import Emails: Exclude emails they send or receive but include those where they are cc’d or bcc’d.
• Never Import Emails: Exclude all emails involving this team member.

Gong Connect:

• Enable or disable the team member’s ability to make recorded calls via Outdoo AI Connect.

Step 5: Configure Recording Settings

Set the following recording details:

• Voice Identification: Check if the team member has opted into voice recognition.
• Consent Profiles: Assign the appropriate consent link (dynamic, static, or Zoom personal meeting room).
• Meeting URLs: Add personal meeting URLs associated with the team member.
• Languages Spoken: List languages the team member speaks and set a default language.

Step 6: Send a Welcome Email (Optional)

• In the Welcome Email section, choose whether to send an introductory email to the team member.
• If skipped, the email can be sent later from the team member’s settings page.

Step 9: Save Changes

Click Add Team Member to finalize a new addition or Save Changes to update an existing member.

Benefits of Proper Team Member Management

• Streamlined Data Access: Assign relevant permissions to match roles.
• Improved Collaboration: Set up workspaces and data capture tailored to team needs.
• Enhanced Compliance: Manage recording and consent settings for secure operations.

With Outdoo AI's flexible configuration options, you can effectively onboard and manage your team, ensuring optimal productivity and compliance.