Outgoing Recordings: Restrict Access to Workspace Members + Selected Externals

Restrict access to workspace members and selected externals

This applies to outgoing recordings only.

Enabling this setting adds an extra layer of privacy compared to the default flow. It also introduces additional steps for both agents and external viewers:

• Agents must manually add external viewers to give customers access to their recordings.

• External viewers need to request a secure link via email before they can watch.

• Unregistered teammates won’t have access unless they’re added

Security notes

• All recordings are uploaded over SSL-encrypted connections and stored behind a secure firewall.

• Each recording is tied to a unique, hard-to-guess ID.

• Birdie offers auto-deletion, allowing you to permanently remove files from our systems at any time

Recordings can be viewed by anyone with the link. This is a deliberate choice to provide a smoother experience — customers and teammates outside your workspace can watch without extra steps.

For stricter privacy requirements, enable Restrict Access to limit recordings to Workspace members and explicitly authorized external emails.

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How to enable this privacy setting

In case you want to restrict access to workspace members and selected externals for outgoing recordings:

1. Go to settings -> security.

2. Enable the Restrict Access to Workspace Members + Selected Externals (Outgoing Recording) feature

3. Make sure to invite teammates who need access but aren’t yet part of your Birdie Workspace

How it works

• Default privacy All new outgoing recordings are limited to Workspace members.

• Granting external access Agents need to add external viewers manually from the Video settings by clicking the lock icon and entering the customer’s email.

  Multiple external emails can be added to a single recording.

• Secure access flow

  1. The agent shares the recording link.

  2. When an external viewer opens it, they’re asked to enter their email.

  3. If the email matches an authorized one, they’ll receive a secure access link by email.

  4. Clicking that link unlocks the video.

How it works

Default privacy All new outgoing recordings are visible only to Workspace members.

Granting external access Agents can add external viewers from the video settings by clicking the lock icon and entering the customer’s email. Multiple external emails can be added to a single recording.

Secure access flow

1. The agent shares the recording link.

2. When an external viewer opens it, they’re asked to enter their email.

3. If the email matches one that was authorized, they’ll receive a secure link by email.

4. Clicking the secure link unlocks the recording.

Unauthorized emails If a viewer enters an email that isn’t authorized, they’ll see an error message:

“Access denied — this email isn’t authorized to view the recording. If you believe you should have access, please contact the person who shared the link.”

If you change the setting, it will apply to future recordings. However, past recordings retain the settings they were recorded with.