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Installing Google Domain Access
Installing Google Domain Access

Automatically onboard your client-facing teams to Staircase AI

Written by Kate Neal
Updated over a week ago

Make onboarding your customer facing teams a breeze with a domain install for Staircase AI. Eliminating the need for each user to grant permissions individually and/or having to reset permissions each time their password is changed.

Any team member included in the domain install list will have their communications (email/calendar) automatically onboarded into Staircase AI. Should that team member also need access to Staircase AI, an invitation can be sent to them from inside Staircase AI.

The following steps should be completed by someone with both email admin and Staircase AI admin permissions.

Step 1

Login to Staircase AI and click the cog symbol in the left-hand bar to open up your Integrations panel. Click on the Google card.

Step 2

If you're a Google workspace admin - click on the "Staircase AI app" link and install it.

If you're not a Google Workspace admin - click "ask you admin" link to share the instructions with her.

You can install the app by clicking on the following link

When installing the application in Google Workspace, you can choose to automatically install it for the entire organization, a specific group, or an organizational unit. Make sure to select the appropriate option.

Note: Only "security" groups are shown for selection in the group option.

Step 3

Go back to Staircase AI

Click the "Connect" button. If the configuration was successful, you will see a success notice.

Please note: This step needs to be completed by someone belonging to the user group that's being connected to Staircase AI.

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