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🎉 Congratulations! Your Teams Recorder is Ready

You've successfully completed the Microsoft Teams recorder setup for Subphonic Focus! Your organization is now ready to start capturing valuable insights from Teams calls and meetings.

✅ What You've Accomplished​

  • Bot Registered - Your recording bot is configured and ready to join meetings
  • Policy Created - Compliance recording policy is active in your tenant
  • Security Group - User group created for managing who gets recorded
  • Admin Consent - All required permissions have been granted
  • Entra Sync - User synchronization is configured and operational

🚀 Next Steps​

1. Add Users to Recording Group​

Users need to be added to your recording group to enable recording for their calls. You can manage this in:

  • Azure Entra ID (formerly Azure AD) - Add users to the security group created during setup
  • Focus Portal - Use the user management screen to add or remove users
Automatic Sync Available

If you're using Azure SSO, Focus can automatically set user roles via SAML claims and optionally pre-provision users with the Entra Sync app!

2. Test Recording​

Have a user from the recording group:

  1. Start a Teams call or meeting
  2. You should notice the recording flag in teams (unless you disabled it)
  3. Recordings will appear in Focus within a few seconds of the call ending

3. Explore Focus Features​

Now that recording is set up, explore what Focus can do:

  • AI Transcription - Automatic speech-to-text for all recordings
  • Smart Search - Find conversations by keyword or topic
  • Analytics - Gain insights into communication patterns
  • Compliance - Meet regulatory requirements with secure storage

🔧 Managing Your Setup​

Adding or Removing Users​

For Portal Access:

For Recording:

  • Add users to the security group in Azure Entra ID
  • Changes typically take effect within 24 hours
SSO Users

If you use Azure SSO without role claims configured, users can still automatically login but will be added with the General user role by default and can be updated in the Focus UI.

🆘 Need Help?​

If you encounter any issues:

  1. Check the Troubleshooting Guide
  2. Review the Support Documentation
  3. Contact Subphonic Support - We're here to help!

Ready to capture insights? Start recording and let Focus transform your Teams conversations into actionable intelligence! 🎯

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