Objective
The purpose of this article is to provide direction to Outreach Admins regarding assigning licenses for User access to Kaia via the Outreach Licensing Service.
Applies To
- Outreach Admins
Before you begin
- Depending on your meeting platform, a Zoom or Microsoft Teams admin account is required to connect to Kaia. For more information regarding meeting platform admin accounts and Kaia, refer to the Outreach Kaia Admin Setup Steps.
- If using Zoom, ensure Outreach Kaia for Zoom Admins is first installed in order to complete this process. Connecting Zoom after the fact will require admins to connect each user's Zoom account to Kaia one by one.
- Kaia is now part of the Outreach Orchestrate package. While this will be reflected in the product licensing screen (see below), there is no functional impact for existing Kaia users. For further questions, please reach out to your Account Executive.
Procedure
- Access the Outreach Platform.
- In the left nav, click Administration.
- Expand the User management dropdown and click Users.
- Click to open the Subscriptions tab.
- Click View licenses.
- Click Assign User.
Note: Admins can reconnect or remove licenses by clicking the vertical ellipses to the right of a Kaia User. - Search and select the applicable User in the Search User(s) dropdown menu, then click Assign.
The license will be assigned to the applicable User as configured.
Note that you can also assign Meet add-ons here:
Click Users and select the users in the list.
Click Edit license > Assign add-ons.
Confirm Connection
To confirm the connection of the user's Orchestrate license, go to the Kaia section under the Tools dropdown and click User Connections in the top menu. The green checkmark indicates if the User is connected to a video conferencing account or not for Outreach Kaia.
If there is a yellow triangle in that column, the User's account is not connected. However, the user can still use Kaia for Outreach Voice.
Hover over the column you want to connect the license to and click Edit User. Select the correct account from the drop down and click Connect.
For more information regarding auto-connecting to Kaia, refer to How To Configure Outreach Kaia User Settings.
Connect Kaia to web conferencing apps
After users have been licensed, you will need to connect Kaia to your organization's choice of web conferencing application. If your organization:
- Uses Zoom, authenticate your Zoom connection in Outreach
- Uses Teams, connect Kaia and add your website URL
- Uses Webex, have reps connect Kaia
Additional Information
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