There are only two aspects to consider when changing the users who are recorded in Teams:
- Ensure the M365 Teams user is a member of the TeamsComplianceRecordingPolicy
- Ensure the M365 Teams user is a member of the ClarifyGo - Recorded Users group
When you make the changes,M365 synchronises with the recording policy every 30 minutes or less. So make sure you leave plenty of time to make these changes!
You must also ensure both of these steps are in sync with one another. If someone is in the group and not the policy, it won't record.
Currently, there are 15 licenses to record, so you must not put more than 15 users in the policy and group.
Part 1 - Policy
You have to use powershell.
Show current members of the policy:
Get-CsOnlineUser -Filter {TeamsComplianceRecordingPolicy -eq 'MyComplianceRecordingPolicy'} | select-object Userprincipalname
Grant User
Grant-CsTeamsComplianceRecordingPolicy -Identity 'Ken Myer' -PolicyName 'MyComplianceRecordingPolicy'
Remove User
To remove a policy from a user, supply “$null” for the policy name, e.g:
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Part 2 - Group
It's simplest to use the TAC to administer the group. Go into TAC and Users and use this screen to edit the group:
When you click on the link, you'll see all the members of the group. Make sure the same users you want to record which are using the TeamsComplianceRecordingPolicy are also a member of this teams group.
If you want to check the sync has occured, login to your own customer clarifygo portal and check Settings / PBX / PBX accounts. It should show the same users in bold as who are in the M365 Policy and Group