Admin Setup Guide
Follow these steps to enable CallScrib for your organization. This requires Microsoft 365 admin access.
Enable Meeting Transcription
- Go to Teams Admin Center
- Navigate to Meetings > Meeting policies
- Select the policy to edit (or the Global default)
- Under Recording & transcription, set Transcription to On
- Save the policy
Enable Phone Call Transcription (Optional)
If you want AI summaries for PSTN phone calls, your organization needs:
- Teams Phone license (Microsoft Calling Plans or Operator Connect)
- Call transcription enabled in Teams Admin Center > Voice > Calling policies
Grant App Permissions
A tenant admin must consent to the following permissions (one-time, covers all users in the org):
OnlineMeetingTranscript.Read.All — Read meeting transcripts
CallTranscripts.Read.All — Read call transcripts
OnlineMeetingRecording.Read.All — Access meeting metadata
Calendars.Read — Identify meetings for transcript matching
These are application permissions — the app accesses data on behalf of the organization, not individual users. No user-level sign-in is required for the core functionality.
Install the Teams App
- Find “CallScrib” in the Microsoft Teams App Store (or use the provided app package)
- Install for your organization
- Users will receive a welcome message with next steps
Verify Setup
After completing the steps above, start a Teams meeting with transcription enabled. Within 60 seconds of the meeting ending, you should see an AI-generated summary card posted to the meeting chat.
Troubleshooting
No summary appears after a meeting
Verify that transcription was enabled during the meeting. Check that the organizer started transcription (or that the meeting policy auto-enables it).
Permission consent error
Ensure you are a Global Administrator or have the Application Administrator role in Microsoft Entra.
Phone calls not summarized
Confirm Teams Phone licensing and that call transcription is enabled in your calling policy. Direct Routing is not supported.