💡 This article is intended for administrators only.
You can restrict call access for your teams so they only access the calls that are relevant to them.
This feature is especially useful for large teams, companies operating across multiple regions, or units working independently.
There are two levels of restriction:
A global access setting, defined by the administrator.
A per-call setting, which allows adjusting the visibility of a specific call when needed and it can be defined by the call's participants, as well as managers and admins.
Global access setting
To enable this feature, go to Settings > Security
The administrator can choose between three access types for each role (admin, manager, and user):
Full access
Full access allows the relevant users to access all calls, with no restriction.
This mode is useful for profiles or teams that need broad visibility, such as administrators, cross-functional managers, or certain leadership teams.
Team access
Team access allows users to access only the calls from the teams that have been configured.
Important: the team associated with a call is determined by the teams that the call's participants belong to.
For example, if a call includes a participant from the Sales team and a participant from the CSM team, the call will be considered as belonging to both teams.
It will therefore be accessible to users who have access to calls from the Sales team and/or the CSM team, depending on the configured permissions.
For example, you can configure the Sales team to have access to:
only calls from the Sales team;
or calls from several selected teams, such as Sales and CSM only.
This mode is useful when certain teams need to collaborate with each other while limiting access to other teams' calls.
Note: team-level access details can also be configured from the Teams tab in the Settings menu.
Go to Settings > Teams to configure access rights.
Three configuration options are available for each team:
Access to all calls (default): All calls are visible. Recommended for cross-functional or leadership teams.
Access to calls from multiple teams: Allows viewing calls from several teams; ideal for teams such as BDRs and AEs who collaborate on shared opportunities.
Access to calls from this team only: Limits access to calls from their own team only, for example, for an HR team that does not need access to other teams' calls.
💡 In particular it means that if you have per team access setup, users that don't belong to any team will only have access to their own calls.
Personal access
Personal access allows users to access only the calls they personally participated in.
This mode is recommended for teams or users who handle sensitive conversations, or when you want to strongly limit call visibility.
Per-call setting
In addition to the global setting, it is also possible to manage visibility at the level of a specific call by clicking the Share button in the top right corner of the screen.
This setting allows adjusting access to a call without modifying the global rules of the organization or team.
A call can be configured to be accessible to:
All users in your organization
Specific teams
Only the users who participated in the call
Important: this setting overrides the global setting.
Features affected by visibility rules
Once activated, access restrictions will apply to the following features:
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