Admin path
Goal: go from an empty workspace to one where your team can do real, governed work. About 30 minutes, plus setup time.
Follow these in order. Each links to the full reference for the step.
1. Set up your workspace
Section titled “1. Set up your workspace”Set up your workspace — org profile, defaults, and your first-hour checklist.
2. Add your people
Section titled “2. Add your people”Users & invitations to bring people in, and Roles & Permissions to give each the right access. If you use single sign-on, set up SSO now.
3. Connect your systems
Section titled “3. Connect your systems”Connecting your systems — link the one system your pilot group uses most, and review connector governance.
4. Control what users can do
Section titled “4. Control what users can do”This is the enterprise core: Governance framework, Approval workflows, and Guardrails & allowed models. Decide what needs sign-off before anything runs at scale.
5. Approve a few starter solutions
Section titled “5. Approve a few starter solutions”Approve a small, safe set of agents and workflows so your team’s first experience is a curated shelf, not an empty one. See Requests.
Where to go next
Section titled “Where to go next”- Watch adoption and spend → Command Center.
- Plan the rollout beyond the pilot → Enterprise deployment playbook.