Enable a user for Oak ClarifyGo policy-based call recording

The following steps will be reliant on access to PowerShell in the customers Teams tenant.

Determine the name of the policy

To determine the name of policy-based call recording policy enter the below command.

Get-CsTeamsComplianceRecordingPolicy

Below is an example of the output from the above command.

Assign policy to users

For “Identity”, supply the username of the Teams user (e.g. “username@example.onmicrosoft.com”)
For “PolicyName”, supply the tag of your recording policy as created above:

Grant-CsTeamsComplianceRecordingPolicy -Identity username@example.onmicrosoft.com -PolicyName OakRecordingPolicy

Verify

To verify your policy was assigned correctly, enter the following command:

Get-CsOnlineUser username@example.onmicrosoft.com | ft SipAddress, TenantId, TeamsComplianceRecordingPolicy

A table is displayed, showing the “SipAddress (username)” and “TeamsComplianceRecordingPolicy” columns. In the “TeamsComplianceRecordingPolicy” column, the name of your recording policy should be displayed

For a user that does not have the policy assigned, a blank space is shown under the “TeamsComplianceRecordingPolicy” column to indicate that no policy is assigned.

Add user to Microsoft 365 Group

You will also need to add the user to a group called ClarifyGo Recorded Users – this is so that Oak can filter the enabled users rather than syncing all users in the tenant.

Please note, only Members of this group will be synced, not Owners.

Navigate to either the “Microsoft 365 admin center” or “Microsoft Entra admin center”. The below screenshots are using Entra ID

Select “Members”

Select the required users and click “Select”