Admin Quick Start

This guide walks you through the essential steps to get Mainbranch set up for your organization.

Prerequisites

Before you begin, ensure you have:

• Admin or Owner access to your Mainbranch workspace
• Access to your organization’s identity provider (Google Workspace or Microsoft 365) admin console
• A list of users who need access

Setup Overview

1. Configure Your Workspace

   Set up basic workspace information including your organization name and logo.

2. Connect Data Sources

   Link your organization’s productivity tools (Google Workspace, Microsoft 365, etc.) to enable searching and AI analysis.

3. Configure Authentication

   Set up Single Sign-On (SSO) so users can sign in with their existing work credentials.

4. Invite Team Members

   Add users to your workspace so they can access Mainbranch.

5. Configure the AI Assistant

   Customize AI Assistant settings to meet your organization’s needs.

Step 1: Configure Your Workspace

Note

If you are setting up a new organization, you will be guided through workspace creation during the initial onboarding flow.

Access Workspace Settings

1. Click your profile avatar in the sidebar
2. Select Workspace settings
3. Navigate to General

Configure Basic Settings

On the General settings page:

• Organization Name — Enter your organization’s name
• Logo — Upload your organization’s logo (optional)

Click Save to apply changes.

Step 2: Connect Data Sources

Connecting data sources enables Mainbranch to search and analyze your organization’s documents, emails, and calendars.

Navigate to Apps

1. In the Admin Console, go to Setup > Apps
2. View the available connectors

Connect Google Workspace

If your organization uses Google Workspace:

1. Find Google Drive, Gmail, and Google Calendar in the list
2. Click to begin the connection process
3. Authorize Mainbranch to access your organization’s data
4. Wait for the initial sync to complete

Connect Microsoft 365

If your organization uses Microsoft 365:

1. Find MS Drive, Outlook Mail, and Outlook Calendar in the list
2. Click to begin the connection process
3. Authorize Mainbranch in your Microsoft admin portal
4. Wait for the initial sync to complete

For detailed connector setup instructions, see:

• Google Workspace Connector
• Microsoft 365 Connector

Step 3: Configure Authentication

Setting up Single Sign-On (SSO) provides secure, convenient access for your users.

Navigate to Authentication

1. In the Admin Console, go to Setup > Authentication
2. View available SSO providers

Set Up SSO

Choose your identity provider:

• Google Workspace SSO — For organizations using Google
• Microsoft Entra ID SSO — For organizations using Microsoft 365

Follow the setup instructions for your provider:

• Google Workspace SSO Setup
• Microsoft Entra ID SSO Setup

Caution

SSO configuration requires admin access to your identity provider (Google Admin Console or Azure Portal). Coordinate with your IT team if needed.

Step 4: Invite Team Members

Navigate to Members

1. In the Admin Console, go to Members
2. View the current member list

Invite New Members

1. Click Invite Member
2. Enter the email address of the person to invite
3. Select their role:
   • Member — Standard user access
   • Admin — Administrative access (can manage settings and users)
4. Click Send Invitation

The invited user will receive an email with instructions to join.

Bulk Invitations

For larger organizations:

• Invite multiple users at once using a comma-separated list
• Use SSO provisioning to automatically add users from your identity provider

For detailed member management instructions, see Managing Members.

Step 5: Configure the AI Assistant

Customize how the AI Assistant behaves for your organization.

Navigate to Assistant Settings

1. In the Admin Console, go to Setup > Assistant
2. Configure available options

Key Settings

Setting	Description
Web Search	Allow the AI to search the web for information
File Uploads	Allow users to upload files to the AI Assistant
Chat History	Retain chat history for users
Custom Instructions	Add organization-specific instructions for the AI

For detailed configuration options, see Assistant Configuration.

Verification Checklist

After completing setup, verify everything is working:

• Workspace name and logo appear correctly
• Data sources show as connected and syncing
• SSO is configured and users can sign in
• Invited members received their invitations
• AI Assistant responds with relevant information from your data sources

Common Setup Issues

Data Source Not Syncing

• Verify admin authorization was completed
• Check that the correct accounts have been authorized
• Allow time for initial sync (this can take several hours for large data sets)

SSO Not Working

• Verify redirect URIs are configured correctly in your identity provider
• Check that the domain matches your organization’s email domain
• Review the SSO setup guide for your provider

Users Cannot Access

• Verify the user was invited with the correct email address
• Check that the user has completed the sign-in process
• Confirm the user’s domain matches the SSO configuration

Next Steps

Once your basic setup is complete:

• Configure People Data — Set up directory information
• Review Security Settings — Ensure proper security configuration
• Set Up Additional Connectors — Connect more data sources

Getting Help

If you encounter issues during setup:

• Review the specific guide for the feature you are configuring
• Check the Troubleshooting section
• Contact support through the Admin Console