Account setup
Create the workspace, invite the team, install the agent.
Set up an admin workspace or accept a manager invitation to join an existing tenant.
1
Confirm organizationWorkspace name, admin role, and tenant isolation.
1 min2
Invite employeesManagers, lawyers, clerks, client services, and management roles.
3 min3
Deploy desktop agentInstaller, version policy, screenshots, app usage, and attendance tracking.
5 minMulti-organization support / Secure invitations / Desktop monitoring agent