--- title: Setting up your team for success! description: Did you know that in Settings > Organization > Members an Avoma Admin can find out which team members have set up their Avoma configurations correctly? image: https://help.avoma.com/hubfs/Avoma%20-%20Help%20center.webp --- [Skip to content](https://help.avoma.com/setting-up-your-team-for-success#main-content) English Show submenu for translations ![Avoma-Logo](https://help.avoma.com/hs-fs/hubfs/Product%20Newsletter%20Asset/Pricing%20email%20groups/Avoma-Logo.png?width=160&height=37&name=Avoma-Logo.png) - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) Open main navigation Close main navigation - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) - English Show submenu for translations - [Home](https://www.avoma.com/) [Home](https://www.avoma.com/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Avoma Help Center | Documentation, Guides & Support](https://help.avoma.com/?hsLang=en) 2. [Best Practices](https://help.avoma.com/best-practices?hsLang=en) # Setting up your team for success! ## Did you know that in Settings \> Organization \> Members an Avoma Admin can find out which team members have set up their Avoma configurations correctly? Within the ***Settings \> Organization \> Members*** page, an Avoma Admin can check to see whether the following set of configuration sets have been completed by people inside the organization. - [Connected their calendar](https://help.avoma.com/calendar-settings?hsLang=en) - [Established their recording preferences](https://help.avoma.com/automatic-recording-settings?hsLang=en) - [Selected their conferencing settings](https://help.avoma.com/how-to-configure-conference-settings?hsLang=en) - [Created their Voiceprint](https://help.avoma.com/voice-print-settings?hsLang=en) If you find that your team has not yet configured their Avoma instance correctly, please share with them the articles for the steps to do so, or reach out to your CSM team (help@avoma.com) to chat or to schedule a time where they can walk through it with those individuals or the entire team. ![](https://help.avoma.com/hubfs/Screen%20Shot%202023-02-12%20at%206-48-55%20PM-png.png) **NOTE:** Additionally, the Admin can update their Role, update their license type, and  check on their latest activity within Avoma.    --- ### Filtering the Members Page Within the members page, you can apply filters against Role, License, Team, Dialer and Meeting Privacy help users consume relevant member information. - **Filter by Role**. Admin, Manager, Member, or Guest - **Filter by License**. See which user has which license type. The Learn more about the different [Avoma License](https://help.avoma.com/how-do-avoma-licenses-work?hsLang=en) types. - **Filter by Team**. See any of the teams that you have set up. Check out [How to set up teams](https://help.avoma.com/how-to-set-up-teams?hsLang=en). - **Filter by Dialer**. Check out the listing of [Supported Dialers](https://help.avoma.com/dialer-settings?hsLang=en). - **Filter by Meeting Privacy** - Visible to Organization - Private to Member **NOTE:** Each of the filters are available for any of the three member categories: Active, Invited, and Deactivated. --- If you have any additional questions, please email us at [help@avoma.com](mailto:help@avoma.com).    - [Avoma Configuration (Admins)](https://help.avoma.com/avoma-configuration-admins?hsLang=en#main-content) - [Authentication](https://help.avoma.com/avoma-configuration-admins?hsLang=en#authentication) - [User and access management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#user-and-access-management) - [Recording, privacy, compliance](https://help.avoma.com/avoma-configuration-admins?hsLang=en#recording-privacy-compliance) - [Integrations & tool connections](https://help.avoma.com/avoma-configuration-admins?hsLang=en#integrations-tool-connections) - [Billing and license management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#billing-and-license-management) - [Meeting Assistant configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#meeting-assistant-configuration) - [Conversation Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#conversation-intelligence-configuration) - [Revenue Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#revenue-intelligence-configuration) - [Adoption, usage, and ROI](https://help.avoma.com/avoma-configuration-admins?hsLang=en#adoption-usage-and-roi) - [Lead routing configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#lead-routing-configuration) - [Avoma Configuration (Members)](https://help.avoma.com/avoma-configuration-members?hsLang=en#main-content) - [AI Meeting Assistant](https://help.avoma.com/avoma-configuration-members?hsLang=en#ai-meeting-assistant) - [Avoma Quick Start](https://help.avoma.com/avoma-quick-start?hsLang=en#main-content) - [Getting started videos](https://help.avoma.com/avoma-quick-start?hsLang=en#getting-started-videos) - [Preparing for a Meeting](https://help.avoma.com/preparing-for-a-meeting?hsLang=en) - [Avoma Scheduler](https://help.avoma.com/avoma-scheduler?hsLang=en) - [Using Avoma During a Meeting](https://help.avoma.com/using-avoma-during-a-meeting?hsLang=en) - [After Meeting Workflows](https://help.avoma.com/after-meeting-workflows?hsLang=en#main-content) - [Meeting notes sync to CRM](https://help.avoma.com/after-meeting-workflows?hsLang=en#meeting-notes-sync-to-crm) - [Conversation Insights](https://help.avoma.com/conversation-insights?hsLang=en) - [Revenue Intelligence](https://help.avoma.com/revenue-intelligence?hsLang=en#main-content) - [CRM Field Mapping and Updates](https://help.avoma.com/revenue-intelligence?hsLang=en#crm-field-mapping-and-updates) - [Forecast](https://help.avoma.com/revenue-intelligence?hsLang=en#forecast) - [AI Win loss Analysis](https://help.avoma.com/revenue-intelligence?hsLang=en#ai-win-loss-analysis) - [Integrations](https://help.avoma.com/integrations?hsLang=en#main-content) - [CRMs](https://help.avoma.com/integrations?hsLang=en#crms) - [Conferencing](https://help.avoma.com/integrations?hsLang=en#conferencing) - [Dialer](https://help.avoma.com/integrations?hsLang=en#dialer) - [Calendar](https://help.avoma.com/integrations?hsLang=en#calendar) - [Collaboration](https://help.avoma.com/integrations?hsLang=en#collaboration) - [Zoom](https://help.avoma.com/integrations?hsLang=en#zoom) - [FAQs](https://help.avoma.com/faqs?hsLang=en) - [Best Practices](https://help.avoma.com/best-practices?hsLang=en) - [Quick Hit Feature Videos](https://help.avoma.com/quick-hit-feature-videos?hsLang=en) - [Pricing Questions](https://help.avoma.com/pricing-questions?hsLang=en#main-content) - [Trial](https://help.avoma.com/pricing-questions?hsLang=en#trial) - [Add-Ons](https://help.avoma.com/pricing-questions?hsLang=en#add-ons) - [Base Subscription Plans](https://help.avoma.com/pricing-questions?hsLang=en#base-subscription-plans) - [Security](https://help.avoma.com/pricing-questions?hsLang=en#security) - [AI Meeting Assistant](https://help.avoma.com/ai-meeting-assistant?hsLang=en) - [Meeting Collaboration](https://help.avoma.com/meeting-collaboration?hsLang=en) - [What's New](https://help.avoma.com/whats-new?hsLang=en) - [Troubleshooting Call Issues](https://help.avoma.com/troubleshooting-call-issues?hsLang=en) - [Coaching](https://help.avoma.com/coaching?hsLang=en) - [Avoma extension](https://help.avoma.com/avoma-extension?hsLang=en) [![Chill listening crop-3](https://help.avoma.com/hs-fs/hubfs/Avoma_Logo_Dark_Large-2.png?width=100&height=24&name=Avoma_Logo_Dark_Large-2.png "Chill listening crop-3")](https://help.avoma.com?hsLang=en) Avoma Help Center [mailto:help@avoma.com](mailto:help@avoma.com) Copyright © 2025, Avoma, Inc.