How To Modify and Edit Visibility/Privacy of an Outreach Kaia Recording

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Objective

Configure who can view a recorded Kaia meeting as an Outreach Admin. 

Applies To

  • Outreach Admins
  • Kaia
  • Meetings

Before You Begin

  • Some Outreach views and options require admin-level governance permissions, see Governance Profile Settings Overview.
  • Outreach Admins can view Kaia recordings regardless of a recording's visibility settings. 
  • Recordings made visible to Outreach users in your org do not require those users to have a Kaia license to view them.

Procedure

  1. In the Outreach platform, click Activity > Kaia in the left nav bar. The Kaia Recordings tab opens by default.
  2. On the Recordings page, find and click the applicable Kaia meeting recording from the list to open it.
  3. At the top right of the recording, click the silhouette icon to manage visibility.
  4. In the resulting Privacy settings window, select the desired option:
    • Default visibility - Team members will be able to view this recording depending on their admin-configured settings.
    • Private to meeting invitees - Only team members who attended or were invited to the recording will be able to view this recording.
    • Visible to your organization - Anyone in your organization will be able to access this recording.
  5. Click the Save button.

Additional Information

Outreach University - Outreach Kaia for Users

Outreach Kaia Overview

Outreach Kaia FAQs

Outreach Kaia Permission Settings for Recordings, Notes, and Cards

Outreach & HIPAA Compliance

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