Documentation
Guides for your admins and your staff.
Set up sign-in, run the admin panel, switch on the mail connector, and get the most from the workspace.
Set up and run your workspace
- Admins, 1 hour
Getting started: your first hour as an admin
Two addresses, a few switches and a pilot group. The order to do things in. - Your IT team, About 1 hour
Set up sign-in with Microsoft Entra ID
An app registration, four roles, six read-only permissions and one secret. - Your IT team, About 45 minutes
Set up sign-in with Google Workspace
An internal OAuth client, three redirect addresses, and your first admin. - Admins, 15 minutes to read
Admin guide: roles, switches, budgets and the audit log
What you control in the admin panel, and what to ask us for. - Admins, 15 minutes to read
Turning on the Outlook or Gmail connector, and what it can see
Read-only mail access, and the rules that keep it safe. - Everyone, 5 minutes
For staff: getting the most from the workspace, and how to check the AI’s output
What it is good at, what to leave out, and how to check an answer.
Understand the product
How it works
The architecture, the data flow, and who controls what.Trust centre
Where your data is stored and processed, and the documents your reviewer will ask for.Sub-processors
Every company that handles your content on our behalf.Features
Sign-in, tools and admin controls.The pilot
What is in scope, and how a pilot runs.