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 configure team members manually. You can also use team member provisioning for automatic assignments.
Step 1: Access Team Member Settings
- Navigate to Company Settings > Team Management.
- 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 whole 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 — make sure the email address is not already associated with another team member.
- Additional Email Addresses — add aliases linked to the primary email.
- Trusted Authentication Email — the 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:
- Home Workspace — calls hosted by the team member are associated with this workspace.
- Permission Profiles — assign profiles to define what the team member can see and do within each workspace.
- 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 they attend 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 such as 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
- Data Access — assign relevant permissions to match roles.
- Collaboration — set up workspaces and data capture suited to team needs.
- Compliance — manage recording and consent settings for secure operations.