A how-to guide on user management, team management and related settings on Sybill
Collaboration is key to unlocking the full potential of Sybill within your team. By adding team members to Sybill, you can ensure that everyone has access to valuable meeting insights and benefits from the platform's features. Here’s how you can get started:
Understanding User License Types
Before adding team members, it's important to understand the different user license types in Sybill.
Sybill offers two primary user license types: Collaborator and Recorder.
Collaborators have read-only access to meeting insights, while Recorders have additional permissions to initiate and manage recordings.
Assigning the appropriate license types to team members ensures they have the necessary access and capabilities within Sybill.
Adding Team Members
To add a team member, navigate to the Settings > Team Management section of your Sybill account.
Click on the "Add Members" button to initiate the process.
Enter the email address of the team member you wish to add. Make sure to use their valid and active email address.
Choose the appropriate user license type (Collaborator or Recorder) for the team member.
Note: if you are trying to add a team member as a recorder and don’t have more recorder seats provisioned, you would have to purchase seats first, and then assign specific recorder licenses to those seats.
After adding a team member, Sybill will send an email invitation to the provided email address.
The invitation email will contain instructions for the team member to join Sybill and set up their account.
It's important to ensure that the team member receives the invitation email and follows the instructions to join Sybill successfully.
If you or your team members face any trouble in this process, please contact our support team:
Email: help@sybill.ai
Support portal: Click on the blue Intercom chat button at the bottom right of the page.
Explain the situation and provide your account details to expedite the process.
Account Activation
Upon receiving the invitation email, the team member needs to click on the provided link to activate their Sybill account.
They will be prompted to connect their calendar and set up Sybill during their onboarding flow.
Once the account is activated, the team member will gain access to Sybill and can start utilizing its features based on their assigned user license type.
Managing Team Members
The account admin(s) can manage team members within Sybill.
This includes updating user roles, license types, revoking access, or removing team members if needed.
The management options can be found in the Team Management section of Settings, under Billing.
Adding team members to Sybill allows for collaboration and ensures that everyone on your team can benefit from the platform's insights and features. By following the steps outlined in this article, you can easily add and manage team members within Sybill, fostering a collaborative environment where your team closes deals faster than ever before.