Setting up your company
A company administrator's first jobs, in order — organisations, roles, invitations, your sign-in page, AI and its spend, and how long sources are kept.
The steps, in order
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Sign in and find your way around
Sign in to your company's workspace, accept an invitation, and learn the top bar, the left navigation, search and notifications.
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Create organisations for the divisions of your company, switch between them, and set each one's name, approved email domains and outside access.
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Roles and permissions, in plain language
What each built-in role can do, how a role held across the company differs from one held on a project, and how to make a role of your own.
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Invite people and manage their access
Invite someone with a link, choose their role and projects, and change the roles of people already in your company.
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Put your company's logo, colours and wording on the page your people see before they sign in, and preview it before you save.
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Getting AI switched on for your company
GlobalProjects sets up the AI service your company uses. How to tell whether it is ready, and how to ask us to switch it on or change it.
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See your plan's AI allowance and what is used, AI spend across every project this month, and each project's cap.
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Set how long your company keeps meeting notes, transcripts and uploads, place a legal hold, and find, hold or delete sources across every project.
Still stuck? Contact us.