Create a member group

Workflow sequence

Before you begin

For a dialer integration, use the settings defined in Compliance trunk span member group settings for TDM.

Procedure

Click Recording Management > Data Sources > Settings.
Select a data source Third-party systems that provide data to the system, including employee and device states, and data change events. Typical data sources are phone switches, PBXs, or LANs. and then click Member Groups.
In a multi-tenant enabled environment, the tenant to which the selected data source is associated displays in parentheses in the screen heading. An organization belongs to a tenant. When a data source is associated to an organization, the screen heading displays the tenant to which the organization belongs. The data source can be associated to a particular tenant or have the Shared status. A data source associated to a particular tenant processes data only for that tenant. A data source that has the Shared status processes data for all tenants in the system.
Click Create.

The Group Type dialog box lists the types available to you.

The types of member groups available to you depend on your specific recording configuration.
Select the member group type you are creating.
Complete the member group settings. See the related topics section for details about settings for each member group type.
Click Save.

What to do next