Call Transcription AI → Setting up user access

🛠 Prerequisite

Call Transcript AI needs to have already been deployed by Mercury and handed over to the Customer.

👤 Managing Group Membership in Microsoft 365 Admin Center

To add eligible users to a Mail Enabled Security Group:

1. Sign in to the Microsoft 365 Admin Center.
   (This needs a sufficiently privileged System Admin account.)


2. Navigate to Teams & Groups → click on Active Teams & Groups.


3. Select the Security Group you want to manage.
   (The default group is the one set up by Mercury, usually called Mercury AI - Call Transcript Users.) 


4. In the group’s details pane, select the Members tab.


5. Click on View all → Manage members then click +Add to add new members.


6. Find and select the users you want to add to the group.


7. Click Add to confirm their addition to the group.

Applies To: Microsoft 365 Administrators, Teams & Groups Management

📋 Overview

Mail Enabled Security Groups in Microsoft 365 are used to manage both security permissions and email communication for a defined set of users. Once created, they can be modified to add or remove members as required.

This KB outlines the policy context, navigation paths, and step-by-step instructions for managing membership.

🛠 Policy & Initial Deployment

• Policy for Mail Enabled Security Groups has been deployed as per IT governance standards.


• Knowledge Base documentation will be updated periodically to reflect any procedural changes.


• Groups are set up by the DevOps team during the initial deployment phase.


• Administrators can add or remove members after creation.


• Note: It can take up to 10 minutes for membership changes to propagate across Microsoft 365 services.

👤 Managing Group Membership in Microsoft 365 Admin Center

To add eligible users to a Mail Enabled Security Group:

1. Sign in to the Microsoft 365 Admin Center.


2. Navigate to Teams & Groups → Active Teams & Groups.


3. Select the Security Group you want to manage.


4. In the group’s details pane, select the Members tab.


5. Click Add to add new members.


6. Search for and select the desired users.


7. Click Add again to confirm.

⏱ Propagation Delay

Allow up to 10 minutes for membership updates to reflect in associated services such as Exchange Online, Microsoft Teams, and SharePoint.

How to add users to a Security Group to use the Call Transcript AI feature as used in Mercury's Activity AI.

Members of this group can be added or removed as needed. 

1. Sign in to Microsoft 365 Admin Center


2. Go to Teams & Groups → Active Teams & Groups


3. Select the relevant Security Group


4. Open the Members tab


5. Click Add → search & select users


6. Click Add again to confirm

NOTE: It can take up to 10 minutes for membership changes to be reflected.