Call Recording Groups

As a Decision Maker or Phone Manager, you can create, modify, or delete groups for Call Recording users so that users can access and manage call recordings based on their roles and access levels.

The two types of roles in groups are:

• Managers
• Members

If a user is a Group Manager with Own/Group Recordings access, the user can access their own recordings and recordings of all members of the group for which the user is a manager. 
Member users having access at the Own/Group Recordings level can access only their own recordings.
If a user is a Group Manager/Member with All Recordings access, the user can access call recordings of all users in your account for whom Call Recording is enabled.

NOTE: Call Recording users who are neither managers nor members of a group but have All Recordings access level, can also access the call recordings of all the users in their account for whom Call Recording is enabled.

For more information about assigning Call Recording access, and for reviewing or configuring call recording access preferences for your users, see Assigning Call Recording Access to a User. 

The following are the options for creating a group:

• Multiple members with a single manager
• Multiple members with multiple managers
• Multiple members with no manager
• Single member with no manager
• Single member with multiple managers
• Single manager with no members
• Multiple managers with no members

Refer to the following sections for information about performing these functions:

• Creating Groups
• Modifying Groups
• Deleting Groups

For information about setting the time zone, see Setting the Time Zone.

Creating Groups

To create a group:

1. Log in to the Account Portal.
2. On the Phone System menu, click Add-On Features.
3. To the right of MiCloud Connect Call Recording (CR), click Settings.
   The Call Recording Settings dialog box opens.
4. Click New Group.
   NOTE: Click Add instead of New Group if one or more groups have already been created.
5. In the Name field, enter a name for the group being created.
6. On the Members tab, in the New Member or Add Member search field, begin typing the name of the user to add to the group.
7. In the list of users that appear as you type, click the user you want to add to the group, and then click Add.
   NOTE: Repeat Steps 6 and 7 to add more users (members) to the group.
   The list of selected members is displayed under Selected Members.
8. Next to Members, click the Managers tab.
9. In the New Manager or Add Manager search field, begin typing the name of the user to add as a group manager. 
10. In the list that appears, click the user you want to add as a manager, and then click Add.
11. Click Save at the bottom of the dialog box.
    An alert confirms that the group is created successfully.

Modifying Groups

To modify a group:

1. Log in to the Account Portal.
2. On the Phone System menu, click Add-On Features.
3. To the right of MiCloud Connect Call Recording (CR), click Settings.
   The Call Recording Settings dialog box opens.
4. Under Groups, click the name of the group you want to modify.
   The details for the selected group are displayed.
5. To change the name of the group, click the Name field and enter the new name.
6. To add or remove a group member do the following:
   • To add a member: On the Members tab, in the Add Member field, enter the user name to search for, select the user from the search results, and then click Add.
   • To delete a member: Under Selected Members, in the search field, enter the user name to search for, select the user from the search results, and then click the close button to the right of the user name.
7. To add or remove a group manager do the following:
   • To add a manager: On the Managers tab, in the Add Manager field, enter the user name to search for, select the user from the search results, and then click Add.
   • To delete a manager: Under Selected Managers, in the search field, enter the user name to search for, select the user from the search results, and then click the close button to the right of the user name.
8. Click Save at the bottom of the dialog box to save the changes.

Deleting Groups

To delete a group:

1. Log in to the Account Portal.
2. On the Phone System menu, click Add-On Features.
3. To the right of MiCloud Connect Call Recording (CR), click Settings.
   The Call Recording Settings dialog box opens.
4. Under Groups, click the name of the group you want to delete.
   The details for the selected group are displayed.
5. Click Delete at the bottom of the dialog box.
6. Click Confirm Deletion in the dialog box that opens to confirm the deletion of the selected group.

Setting the Time Zone

As a Decision Maker or Phone Manager, you can set the time zone for an account so that the users in that account can view recorded calls with respect to the time zone set.
NOTE: For US and Canada accounts, by default, the time zone is set to EST.  For accounts in other regions, the time zone must be manually set to the specific time zone.

To set the time zone:

1. Log in to the Account Portal.
2. On the Phone System menu, click Add-On Features.
3. To the right of MiCloud Connect Call Recording (CR), click Settings.
   The Call Recording Settings dialog box opens.
4. Select the time zone from the Timezone drop-down list at the top right corner of the dialog box.
5. Click Save.