Workplace Setup Guide
Before you start
1. Add Email Domain(s)
2. Add users
3. Set up authentication
4. Manage email deliverability
5. Manage networking
6. Invite users
Welcome to Workplace!
Here's how to set up your colleagues in Workplace, ready to connect and collaborate.
There's just a few things you'll need before you start:
- System administrator access to Workplace (here's how to sign up, if you haven't done that yet).
- Ownership of at least one public email domain (that’s the identifier after the @ in your organization’s email addresses).
- A list of email addresses that you want to register with Workplace. (Don’t worry if some of your colleagues don’t have domain email addresses - you’ll still be able to register them).
- Some basic knowledge of how to manage email domains and web domains (or access to documentation that'll help).
Once you're ready, sign in to Workplace and go to your Admin Panel.
We ask that you verify your email domain(s) as part of Workplace setup. This confirms that you own the domain(s), and in turn gives you access to all the information and features you need to manage your users.
1A. Add a domain
First step is to add your email domain(s) in the Admin Panel.
1B. Verify a domain
For added security, you’ll now need to verify your domain(s), before you can add your colleagues to Workplace.
Verify in one of 3 ways:
- Email. You'll need access to the admin account for your domain. This is the simplest way, unless you have a large number of domains to register.
- DNS. Uses a DNS TXT record. You'll need to be able to sign in to your domain name provider. (This method can take up to 72 hours.)
- HTML. Uses an HTML file. You'll need access to your website's root folder.
Check verified domains
1C. Check domain verification
Verifying by DNS or HTML can take a while. Check that your domains have been verified before you go on to add users.
You're now ready to add users to your Workplace, whether or not they have a domain email address.
You can choose to add users manually or automatically.
You can even add users before you go live, and then invite them to join later. If you want to do this, make sure you choose to invite users later when prompted.
Check out the options below to see which works best for you.
Now you’re ready to select how users will authenticate themselves when logging in to Workplace.
Users can authenticate themselves by password or using their SSO details.
Take a look at the options below to see which one is best for you.
Can all Workplace emails (particularly invitation emails) reach your users?
Here’s where you make sure that these emails are not blocked by your organization's email settings.
All that’s left now is to invite your colleagues to claim their Workplace account.
How you do this depends on whether your users have domain email addresses or are email-less. (If you have more than one group to invite, simply return to this step once you've invited a group.)
Congratulations on completing your Workplace setup!
As well as Workplace's own powerful features, there are some Workplace integrations you might want to check out.
Partner appsWorkplace integrates with a wide range of SaaS and PaaS providers and their products - all reviewed and approved by the Workplace security team. Check out and install these apps from our integration directory to automate processes and save time.
If you're an Advanced or Enterprise customer, you have access to Workplace APIs - a flexible, versatile tool that you can use to build your own custom integrations with the apps you use every day.