This section provides an overview of your team's composition within Sybill. It includes the number of active members, details regarding their licenses, and per-member sharing preferences that admins can manage directly from the table.
Team Members
Here, you can see a detailed list of all team members, along with critical information such as their roles, the type of license they hold, their email addresses, their sharing preferences, and their current status with your Sybill account. Members are grouped into Active, Pending, and Deactivated.
X Recorders • Y Unused Recorder Licenses
This indicates that X number of team members are designated as a Recorder, capable of recording their calls using Sybill. There are also Y additional Recorder licenses available, which you can assign to other team members as needed.
Add Members
This option allows you to invite new members to your team on Sybill. You can assign them roles and licenses during the invitation process, ensuring they have the appropriate access and capabilities from the start.
Once you add a new seat or account, you can choose to make the account a 'Member' or 'Admin' account under the 'Role' column.
Understanding Recorders and Collaborators
An informational section to help distinguish between the roles within Sybill:
Recorders: Team members who have the capability to record their own calls using Sybill. This role is suitable for sales representatives or any team member who needs to document their interactions with clients or team members.
Collaborators: These team members can view calls shared within the team but cannot record their own calls. This role is ideal for team members who need to stay informed about client interactions or for coaching and training purposes.
Team Member Details
For each team member, you can view and manage:
Name: The full name of the team member.
Role: The role assigned to the team member within Sybill, such as Admin or Member.
License: Indicates whether the team member holds a Recorder license.
Email: The email address associated with the team member's Sybill account.
Meeting Sharing: The member's meeting sharing preference. Admins can view and change this setting for each member inline.
Email Sharing: The member's email sharing preference, one of None, External, Only Sales, or All. Admins can view and change this setting for each member inline.
Status: Shows whether the team member has joined and is active within Sybill. "Joined" indicates that the team member has accepted the invitation and is actively using Sybill.
About the sharing columns
The two sharing columns give admins a single place to see and manage how each member's meetings and emails are shared with the team:
Meeting Sharing follows the defaults configured in Settings > Company Meetings.
Email Sharing follows the defaults configured in Settings > Company Emails.
If a setting shows as Enforced for all, the company-wide default is locked and individual values cannot be changed until the enforcement is lifted in the corresponding company settings page.