Subject: Orum’s Settings tab is where admins can control functionality and settings with Orum. This guide provides an overview of the Settings tab and its components.

 The Settings tab can be broken into four different components:

1. Integrations: 

   1. Manage the relationship between Orum and your integration

2. System: 

   1. Manage Orum-specific settings for your organization

3. People: 

   1. Manage who has access to Orum and their permission set

4. Teams:

   1. Manage teams in Orum for reporting on a team-by-team basis

Integrations Settings

Dispositions:

Manage your team’s dispositions and the actions that happen after they’re logged. 

With our Outreach, Apollo, and Hubspot integrations, Call Dispositions are pulled directly from your system. Updates and changes must be made in those systems.

With our Salesloft integration we pull in your Dispositions and Sentiments. Updates and changes must be made in Salesloft.

With our CSV and Salesforce integrations, we provide a set of “best practice” dispositions. You may add or delete inside of Orum directly.

Disposition Types. Each Disposition can be mapped to the Disposition Type. Disposition Types determine how Orum Analytics are caculated.

1. Meeting= How Orum tracks Meetings/Demos Booked

2. Connect= We spoke to the Target Prospect

3. Unanswered= We did not speak to the Target Prospect

Disposition Automations can be leveraged to remove prospects and numbers when certain Dispositions are selected. See: Disposition Automation.

Cause Disposition Mapping:

When Orum’s AI automatically moves on to the next call, we log the reason why we ended the call in our system using our own propreitary disposition language. 

You can map our disposition language to your dispositions so that data flows through your systems in the language your operations are familiar with.

This allows for granular reporting on non-connected calls and enables you to have a deeper understanding of the current state of your prospect data.

Default Fields (Outreach, Salesloft, Apollo, and Hubspot only):

This is where you can add in all the default fields available to your reps to view as they’re dialing. 

Keep in mind that reps are able to add/delete fields in their Personal Settings after logging in.

Default Call Disposition:

The default disposition is what will be applied to calls unless a different disposition is manually selected by the rep at the end of the call. This will be automatically applied to all reps who have not made a different selection in their personal settings.

System Settings:

• Time Zone: Analytics data and call timestamps will be displayed in your chosen time zone.
  

• Call Recordings: This is where you can set up the settings around Call Recordings and your enterprise-level compliance settings.
  

• Call Monitoring: Call Monitoring enables managers and reps to listen to calls as they happen in real-time on the Salesfloor
  

• Public Recording Links: By enabling this option, anyone who is sent one of your recording links can view it, even if they don't have an Orum account. Be careful--it is your responsibility to not share recording links with people who you don't want to give access to.
  

• Call Tag Manager: The Call Tag Manager in Orum is a feature that allows you to manage and customize the tags associated with your sales calls. This feature is particularly useful for organizing and categorizing calls in your Call Library.
  

• Gong Integration: Orum can automatically upload call recordings of connects to Gong, a conversation intelligence platform.
  

• Generative AI: Generative AI uses third-party services like OpenAI to provide useful features to streamline your workflow.

• Boost Connect: Boost Connect uses a proprietary algorithm that considers various data signals to identify call from numbers that have high potential to lead to a connect.
  

• Data Enrichment: Orum's Data Enrichment feature is designed to help users who do not have a phone number for a prospect they wish to call.
  

• Parallel Dialing: This is where you can control the number of dials that can be made concurrently with the Orum system. You have the ability to set this at the org level or on a rep-by-rep basis.
  

• Dialable Countries: Select which countries reps can make calls to. Orum currently supports calling into over 160 countries.

People Settings:

This is where you can manage the licenses for your team and control who has what permissions.

There are three permission sets in Orum:

1. Admin: The Admin has the highest level of access in Orum. They can manage and customize the system settings. They also have the ability to add or remove users and manage their integration settings.
   

2. Manager: The Manager has a level of access that is slightly lower than the Admin. They can view & manage their team's calls, but they cannot change system or integration settings.
   

3. Rep: The Rep has the lowest level of access, primarily using Orum to make their calls and view their analytics & call history.

Team Settings

Teams in Orum are a way to organize users, typically based on their roles or departments within a company. Teams can be created directly within Orum or imported from other platforms like Outreach, Salesloft, or Salesforce.

Once a team is created, it can be managed by users with an Admin license. They can rename or delete teams, add reps to a team, or remove reps from a team. However, teams that are synced from Outreach, Salesloft, or Salesforce cannot be edited in Orum. Any edits or updates to these synced teams should be made within the respective platform and then re-synced to reflect changes in Orum.

Teams also play a crucial role in Orum's Analytics, Call History, and Salesfloor features. Admins can apply team filters in these sections to get specific insights about a team's performance