Managing Sidekick

When a Sidekick account is created for your organisation, one of your team is made an admin. That person logs in at sidekick.connect.cosoft.co.uk with their Microsoft or Google account, finishes setting the account up, and creates logins for everyone else.

Entering your iPECS manager details

The first time the admin user logs in, Sidekick asks for the iPECS manager URL, username and password. It needs these to reach your call recordings.

Managing users

Click Users in the sidebar to see everyone Sidekick knows about. From there you can:

• Edit a user by clicking the pencil icon. You can change their iPECS extension, their timezone, and whether they're an admin.
• Toggle their Sidekick licence on or off. Turning a licence off frees it up for someone else.

What happens when you remove a licence depends on whether the person also uses Connect:

• Connect users are pulled into Sidekick automatically, so use the licence toggle to grant or revoke their access. Removing the licence only removes Sidekick access. They stay in the user list and you can give them a licence again later.
• Sidekick-only users are deleted along with their licence, so removing it removes the account.

Changing a user's timezone

Dates and times are shown in the default timezone set for your organisation, and you can override that per user.

Either edit a single user and change their timezone, or select several users on the Users screen and update them in one go.

Adding users

Click Users in the sidebar, then Add User, and fill in the details.

Use the email address tied to the Microsoft 365 or Google account the person will sign in with, normally their work account. If it doesn't match, they won't be able to log in.

You can also make the new user an admin. Admins can add and remove users and read transcripts belonging to anyone in the organisation, so keep that to a small number of people.

Managing teams

Teams group users together and give supervisors access to that group's transcripts and summaries. A supervisor is not an admin: they can't add or remove users, and they can't see transcripts from teams they don't supervise.

Creating a team

1. Click Teams in the sidebar, then Add Team.
2. Enter a team name.
3. Under Add team members, start typing a name in the Select users box and matching users appear. Click one to add them. Repeat for as many people as you need.
4. To take someone out again, click the red delete button next to them.
5. Toggle Supervisor on for anyone who should be able to read the team's transcripts and summaries.
6. Click Save.

Updating a team

Click Teams in the sidebar, then the purple View/edit team button. Editing works the same way as creating, so follow the steps above to change members or supervisors.