Step 1: Ensure you've met Microsoft account criteria
1. Microsoft 365 Business subscription
To successfully integrate Eric.ai, you must have a Microsoft Teams account with a Microsoft 365 Business Basic (minimum) subscription
2. Global admin rights within your Microsoft 365 Business account
You must have global admin rights within your organization for a successful Eric.ai integration. Global admin rights are required for security reasons to protect your organizational meeting data.
What to do if you don’t have global admin rights?
If you don't have them, you need to ask the responsible person in your organization to provide you with those rights or set up an Eric.ai account and then invite you to your organization account. Here are some pointers to who you should contact:
Large businesses: Contact your internal help desk/technical support.
Small businesses: Contact the business owner/co-owner. Often, they give admin permissions to their IT consultant who handles computer maintenance work for their business.
Step 2: Install the Eric.ai app for Microsoft Teams
To install the Eric.ai app, click the button below and then click the "Get it now" button on the page that loads. Alternatively, you can search for the Eric.ai app in Microsoft Teams. Simply select the "Apps" icon and search for Eric.ai.
Step 3: Grant global admin level permissions
Follow the steps on the screen and grant the necessary permissions to install the Eric.ai app. Eric.ai will request permission to access your organization's Microsoft account. You will not be asked for permission again once you are set up.
Step 4: Enjoy Your Free Trial with Eric.ai
Invite Eric.ai to your meetings and explore our features in order to save your time before, during, and after your meetings.
Learn how to get started by clicking the button below:
Need any help?
If you need any help with Eric.ai integration, please contact us at any time using our live chat service.