Tab Groups

In the tab Groups, you can manage Microsoft Entra ID groups and assign licenses, rules and additional licenses to them. Group rules are assigned directly to all members of the corresponding Microsoft Entra ID group.

Users must be member of a Microsoft Entra ID group.

Tab Settings - Configure group
Tab Settings - Configure group

The following content is displayed in columns. You can sort the columns according to your requirements.
To sort the columns, click on the column headline. The icon for ascending and the icon for descending sort sequence are displayed next to the column headline.

Column

Description

Name

The displayed name of the user, as defined in the user configuration.

Priority

Defines the rule priority. If several rules are assigned to a user, the rule with the highest priority is applied.

License

Indicates which license is assigned to the user. This license determines the scope of the available functions. Possible licenses:

  • Compliance UC Recording: This license enables the recording and archiving of voice, video and screen content with extended compliance functions that are particularly suitable for companies with high regulatory requirements.
  • Smart UC Recording: This license offers basic functions for recording voice, video and screen content, but without the advanced compliance features.
  • Compliance Voice Recording: This license is specially designed for compliance-compliant recording and archiving of voice conversations.
  • Smart Voice Recording: This license includes basic voice recording without additional compliance functions.

WARNING! If additional licenses are displayed, these were purchased in the past. The use remains valid.

Regional storage

Shows the geographical region of the data storage in which the user's recordings are saved.

Recording Rules

The rules that apply to the user's recordings. These rules determine how and when recordings may be made, see Configure recording rule.

Replay Rule

The user's replay rights for recorded content. These rules define the conditions under which the user may replay recordings, see Configure replay rule.

Access & right rule

The user's access restrictions and authorizations in relation to certain functions or data within the system, see Configure access & right.

Analytics Rule

For the defined rules for analyzing the recordings, such as authorization for transcription or other analysis functions, see Configure analytics rule

Add On Analytics

Indicates whether the user has an additional license for Analytics functions. This license extends the analysis capabilities beyond the basic functions.

Add-On Chat Recording

Indicates whether the user has an additional license for the comprehensive chat function, which enables access to additional chat functions.

Add On Zoom Integration

Indicates whether the user has an additional license for the integration and use of Zoom within the system.

Add On Genesys

Indicates whether the user has an additional license for integration with Genesys, which unlocks further functions within this platform.

Add On Ring Central

Indicates whether the user has an additional license for integration with Ring Central in order to use additional functions of this service.

Add On Dynamics

Indicates whether the user has an additional license for integration with Microsoft Dynamics, which allows certain CRM functions to be used.

Additional license AI Policy Engine

Indicates whether the user has an additional compliance license that includes functions for compliance with legal regulations.

Add On Quality Management

Indicates whether the user has an additional license for quality management functions.

Add On LeapXpert

Indicates whether the user has an additional license for the integration and use of LeapXpert, which makes special functions of this service available.

Description of the functionality bars

Call up online help

Opens the online help, see Open help.

Refresh view

Refreshes the currently displayed tab.

User configuration
exit

Cancels user configuration. The tab Settings is loaded again.

Buttons and icons in the tab Group

Add group

  1. Click on the button Add Group to add a group, see Add group.

Search for group.

  1. Enter the name of a group in the search field.
    • The column Name is searched for the entered search term.
    • The main view displays the search results.

Display, change and delete group configuration.

  1. Click on the icon to display or change the group configuration, see Assign and edit group rules.
  2. Click on the icon to delete a group configuration, see Delete group.