Admin setup checklist
Four things to check before you open the organization to your team.
After the product tour, or from the “?” menu, open the Admin setup checklist. Four items:
- Organization profile. Is the name at the top of the menu right? Name, language and country are entered during setup (Choosing and creating an organization).
- Invitations. Invite your team from Members by email and make at least one more person an admin; a single admin risks losing access.
- Connections. See under Organization sources which sources are open, and connect your own Google account under My connections. Every member sets up their own connection.
- Retention. Under Administration, set how many days a record deleted in the source waits with a “deleted” mark, and review under Memory who the shelves are open to.
Also enter the AI cap; without it, model calls don't run.