Skip to content
Rival Enterprise

Set up your workspace

This is the admin’s starting checklist. Done in order, it takes your organization from an empty workspace to one where your team can do real, governed work.

1. Set your organization profile

Section titled “1. Set your organization profile”

Confirm your organization name, defaults, and any branding. This is the identity every user sees.

2. Invite your first users

Section titled “2. Invite your first users”

Add a small first group — ideally the people who’ll help you pilot. You can invite individually or in bulk. As you invite, assign each person a role, which sets what they can do. See Users & invitations and Roles & Permissions.

Start small. A handful of engaged users beats a company-wide rollout on day one.

3. Connect your first system

Section titled “3. Connect your first system”

Add one connector — the system your pilot group uses most, such as Slack, Microsoft 365, Google Workspace, or Salesforce. Connectors are how agents and workflows act inside the tools your team already lives in. See Connecting your systems.

4. Set your guardrails

Section titled “4. Set your guardrails”

Before anything runs at scale, decide the basics: which models are allowed, what needs approval, and any org-wide guardrails. This is what makes the difference between “AI everyone uses” and “AI chaos.” See Governance & Approvals.

5. Approve a few starter solutions

Section titled “5. Approve a few starter solutions”

Pick a small set of marketplace agents and workflows to approve for your team, so their first experience is a curated, safe one rather than an empty shelf.

Where to go next

Section titled “Where to go next”