Course · 3 videos, 3 min 23 s

Set up Diggr with your IT

For the company's administrator and its IT team.

Filmed on Diggr itself. The companies and their public facts are real; the salesperson's own deals, contacts, notes and meetings are invented.

Step by step

Settings, Your team: invite your people by pasting their work addresses.
Settings, Your CRM, More: get the page for your IT team, and forward it.
For company sign-in, send Diggr your provider's metadata address and your email domains.
Settings, IT and security: check the sign-in line, then turn on Expert mode.
Sign in through your company yourself, then turn on Sign in only through your company if you want it.
Turn on Two-step sign-in for every seat if your policy asks for it.
Choose whether a mailbox, a calendar or a CRM may be connected, and whether Diggr may write to your CRM.
Settings, Your CRM: choose your company's CRM rule.
Decide the AI switch, AI reading your company's own data.
Download Sign-ins and rule changes whenever your auditors ask.