Add or Manage Team Members
Learn how to add new team members and manage their details, permissions, and workspace access in Outdoo AI through step-by-step configuration.
Manage your team by adding or editing team member details in Outdoo AI. Follow this step-by-step guide to set up team members one at a time. To add or update many people at once, see Bulk operations in Team Management.
Step 1: Open Team Management
- Navigate to Company Settings > People Settings > Team Management.
- Choose the appropriate action:
- To add a new team member, click Add Member.
- To edit an existing team member, click the team member's name or the edit icon on their row.
Step 2: Enter personal details
Enter the following information:
- First Name and Last Name
- Email address: make sure the email address is not already associated with another team member.
- Phone number and Extension (optional)
- Designation (optional): the team member's job title.
- LMS Learner ID: shown when an LMS is connected. Enter the ID the team member has in your LMS so their results can be matched.
Step 3: Set workspaces and permission profiles
Under User Settings, set:
- Select Home Workspace: calls hosted by the team member are associated with this workspace.
- Permission profile for each workspace: choose what the team member can see and do in each workspace they belong to. See Create and Manage Permission Profiles.
- Technical administrator: select this if the team member should be able to configure company-wide settings.
Step 4: Set languages, manager, and consent
- Transcript languages (required): the languages the team member speaks on calls, so their calls are transcribed correctly.
- Manager: assign the direct manager to set the team hierarchy.
- Recording consent profile: choose which consent profile applies to the team member's calls. See About Consent Profiles.
Note: Updates to the organizational hierarchy may take a couple of hours to reflect across Outdoo AI.
Step 5: Save changes
Click Confirm and add member to add a new team member, or Save details to update an existing one.
Which calls are recorded is controlled company-wide in Company Settings > Conversation Capture > Notetaker Controls.
Benefits of proper team member management
- Data access: assign the right permission profile to each team member.
- Collaboration: set up workspaces and managers that match how your teams work.
- Compliance: apply the right recording consent profile to every team member.
Hope this article was helpful. For any queries, please write to support@outdoo.ai