---
title: "Add or Manage Team Members"
url: "https://help.outdoo.ai/en/article/add-or-manage-team-members"
language: "en"
last_updated: "2026-11-03T13:54:07.319Z"
---

# 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](https://help.outdoo.ai/en/article/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](https://help.outdoo.ai/en/article/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](https://help.outdoo.ai/en/article/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

## Related articles

-   [Create and Manage Workspaces](https://help.outdoo.ai/en/article/create-and-manage-workspaces)

-   [Default permission profiles guide](https://help.outdoo.ai/en/article/outdoo-ai-user-roles-permissions-guide)

-   [Bulk operations in Team Management](https://help.outdoo.ai/en/article/bulk-operations-in-team-management)