How To Assign Licenses in Outreach for Kaia – Outreach Support

Objective

The purpose of this article is to provide direction to Outreach Admins regarding assigning licenses for User access to Kaia via the Outreach Licensing Service.

Applies To

Outreach Admins

Before you begin

Depending on your meeting platform, a Zoom or Microsoft Teams admin account is required to connect to Kaia. For more information regarding meeting platform admin accounts and Kaia, refer to the Outreach Kaia Admin Setup Steps.
If using Zoom, ensure Outreach Kaia for Zoom Admins is first installed in order to complete this process. Connecting Zoom after the fact will require admins to connect each user's Zoom account to Kaia one by one.
Kaia is now part of the Outreach Orchestrate package. While this will be reflected in the product licensing screen (see below), there is no functional impact for existing Kaia users. For further questions, please reach out to your Account Executive.

Procedure

Access the Outreach Platform.
Click Administration
Expand the Organization dropdown and click Subscriptions.
Click View Licenses.
Click Assign User.

Note: Admins can reconnect or remove licenses by clicking the vertical ellipses to the right of a Kaia User.
Search and select the applicable User in the Search User(s) dropdown menu and click Assign.
The license has been assigned to the applicable User as configured.

Confirm Connection

To confirm the connection of the user's Orchestrate license, go to the Kaia section under the Tools dropdown and click User Connections in the top menu. The green checkmark indicates if the User is connected to a video conferencing account or not for Outreach Kaia.

If there is a yellow triangle in that column, the User's account is not connected. However, the user can still use Kaia for Outreach Voice.

Hover over the column you want to connect the license to and click Edit User. Select the correct account from the drop down and click Connect.