Provision team members manually

If you choose to provision users manually, note that you'll need to manually maintain your organization's hierarchy and manually manage data capture settings.

This task is performed by tech admins.

1. Click Company settings > Team Member Provisioning.

2. Select Manual as the provisioning source.

3. Select Team managers can turn on or off call recording and email import for their team members to let your team managers set their team's recording and email import settings.

4. Click Update to save your settings.