Set up your teams
Assign roles and set up tailor-made teams
Video
Video coming soon
Key points
- Create your teams in Settings > Teams, mirroring your company structure. A user can belong to several teams (for sub-teams, create each team separately).
- Invite your users in 3 ways: bulk CSV import, manual creation, or API for automated management.
- Assign a role to each: Admin (manages roles and the subscription), Manager (manages roles), User (accesses calls).
- Choose the right license for each user depending on whether they need to record their calls or not.
- For automatic provisioning from your identity provider (Okta, Azure AD, Google Workspace), use SCIM 2.0.