Team member: How do I start a live call?

Updated by Jennifer B.

If your administrator has enabled the option, you might be able to begin the call with your camera turned off.

Invite a team member or the policyholder

Option 1

  1. Click Start live call in the Welcome card at the top of your dashboard.
  2. Select Team member.
  3. Select the team member or policyholder from the Recipient drop-down menu.
  4. Select the method you want to use to invite them to the call.
  5. Enter or confirm the invitee's contact information.
  6. Click Invite & join.

Option 2

  1. Click Video Collaboration in your General Collaboration menu.
  2. Click Live Call under your name.
  3. Select Team member.
  4. Select the team member or policyholder from the Recipient drop-down menu.
  5. Select the method you want to use to invite them to the call.
  6. Enter or confirm the invitee’s contact information.
  7. Click Invite & Join.

Invite someone who is not a team member or the policyholder

Option 1

  1. Click Start Live Call in the Welcome card at the top of your dashboard.
  2. Select Not a team member.
  3. Enter the name of the person you want to invite.
  4. Select the method you want to use to invite them to the call.
  5. Enter the invitee's contact information.
  6. Click Invite & Join.

Option 2

  1. Click Video collaboration in your General Collaboration menu.
  2. Click Live Call under your name at the top of your dashboard.
  3. Select Not a team member.
  4. Enter the name of the person you want to invite.
  5. Select the method you want to use to invite them to the call.
  6. Enter the invitee's contact information.
  7. Click Invite & Join.

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