Quick start for admins

Invite your team

1. Enter email addresses and pick a role for each: Member, Manager, Admin or Owner.
2. Send. Pending invites stay listed until accepted.
3. Open Settings › Teams and create your teams. A team lets you roll a workflow out to everyone on it in one go, and gives its leader visibility of the team's calls, deals and workflows.

Connect the company tools

• Personal (calendar, email): each person connects their own.
• Company-wide (CRM, Slack, Teams): you connect once for everyone.

Microsoft 365Needs your Microsoft Global Administrator, once.

SlackA Slack admin installs the app once.

HubSpotConnect once for the company. Each rep signs in with their own login, so Taylor acts as them, with their permissions.

SalesforceConnect once for the company. Each rep signs in with their own login, so Taylor acts as them, with their permissions.

1. Find your CRM, click + and sign in. Allow all the permissions it asks for.
2. Open the CRM's Tools list. It shows every action Taylor can take. Turn each one on or off for the whole company. Archive and delete actions are off by default.
3. Connect Slack or Microsoft Teams if your team uses them.

Recording and visibility

Out of the box, a recording is visible to the person who owns it and to their team leaders.

1. Add your company's Internal email domains. Grw uses them to tell internal meetings from external ones.
2. Set Automatic notetaker scheduling. We recommend External meetings only. This is the company default; each person can still change it for themselves.
3. Decide who can see recordings. Each setting can be None, External meetings only, or All meetings:

   Setting	Who can see what
   Company-wide recording visibility	Everyone in the company, in a Company tab.
   Leaders share recordings	Leaders of the same team see each other's.
   Members can see leaders' recordings	Members see their leaders'.
   Members can see other members' recordings	Members see their teammates'.

4. On the CRM sync tab, choose what the notetaker writes back: the summary as a deal note, the summary on contacts and company, and the full transcript.
5. Optional: set a Notetaker display name and background image so the bot joins calls under your brand.

Turn on workflows for the whole team

Leaders and admins can turn workflows on for other people, so a whole team gets the same morning prep and post-call follow-up without setting it up one by one.

1. Click + New Workflow, then Start from an Example, and pick a template.
2. Under Who is this for? choose My teams, Everyone in the company or Specific people.
3. Check the schedule and click Turn on. Repeat for other workflows.

Lock what Taylor can do in each tool

As an admin, you set the rules for how Grw works with each integration across your whole team. Once enforced, those rules apply to everyone and only admins can change them.

1. Open the app and click the Admin settings tab.
2. Under How these settings apply, select Enforced. Your settings now apply to everybody, and only admins can change them.

See every action Taylor takes

Every action Taylor takes across your team is traceable. The Tool Audit lists each one: which tool, for whom, and when. It is the page to show your security team.

1. Filter by person or by tool to see, for example, every CRM update Taylor made this week.
2. To change what Taylor is allowed to do, use the integration's Tools list from step 2.

Lock things down