💡 This article is intended for administrators only.
You have the option to restrict call access for your teams, allowing them to view only the activities that are relevant to them.
This feature is especially beneficial for large teams, companies operating across multiple regions, or independent units.
By default, all calls are accessible to all users in Modjo.
This article will guide you through:
Prerequisites: You must be a Modjo Administrator to perform these actions.
1. Activating the access restriction feature
To activate this feature:
Go to Settings > Security.
Enable the option "Restrict call access by Team".
Click "Edit" to configure access restrictions for your teams.
2. Configuring access restrictions for teams
To set up access rights:
Go to Settings > Teams
Choose one of the following access options for each team:
Access to all calls (default): Grants access to all calls. Recommended for cross-functional or executive teams.
Access to calls from multiple teams: Allows viewing calls from multiple teams, which is useful for BDR and AE teams that collaborate on shared opportunities.
Access to calls from this team only: Restricts access to calls only from the user’s own team, suitable for departments like HR that don’t require visibility into other teams’ calls.
3. Understanding access rules
Call access rights are determined by the user's team membership and the participants in the call:
If a user belongs to a single team (e.g., Team 🅱️), hey can view only those calls that include a member of their team.
If a user belongs to multiple teams,they can see all calls that involve members from any of their teams.
Team Legend:
Team Ⓜ️: Marketing
Team 🅰️: Account Executive
Team 🅱️: BDR
Explanation of Access Rights:
✅ Can see: means team members can view the call.
❌ Cannot see: Team members do not have access to view the call.
Call access table:
The Call Access Table shows which calls each team can see, based on the call participants and the user's team membership.
4. Restrict access to call participants only
Use case
When a call involves participants from different teams but you want to keep it private (without making it visible to all members of those teams), you can restrict access to only the participants present during the call.
Example: A call between an AE (Sales Team) and a CSM (Customer Success Team) about a sensitive deal. Without restriction, all Sales and Customer Success teams could access it. With Only people invited, only the specific AE and CSM involved have access.
Steps to restrict access
Access the call page after it has been recorded.
Click the
Sharebutton in the top right corner.Select
Only Modjo users in the callfrom the dropdown menu.
Result: Only call participants (and people you've manually invited) can access it, regardless of their team.
⚠️ You cannot combine public sharing and restricted access to participants.
If you select
Only Modjo users in the call, the call cannot be shared publicly (Anyone with the link) at the same time.To share with external contacts, you must choose
Anyone with the link, which disables the participant restriction.
5. Features affected by visibility rules
Once activated, access restrictions will apply to the following features:
Home
Search and Explore
Library
💡 Access to analytics data and export functionality is not impacted by these restrictions. Visibility and access to the Settings page are determined by the user’s role.