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Run your workspace

Run your workspace

Set up people, access, knowledgebases, and governance.

11 articles

Articles

11 published articles

Administrator first-day checklistSet up a safe pilot workspace with the right people and one tested Reader route.Updated Oct 21, 2026 Connect company SSOPrepare Microsoft Entra ID, Okta, or Google Workspace sign-in with Beetl’s assisted OIDC setup.Updated Oct 21, 2026 Invite people and manage rolesAdd a teammate, preview their access, and send an invitation.Updated Oct 21, 2026 Upload users with a CSV fileInvite a team in one batch with names, roles, and group membership.Updated Oct 21, 2026 Remove a user from your workspaceRevoke a person’s workspace access without confusing membership removal with account deletion.Updated Oct 21, 2026 Manage groups and knowledge accessOrganise people into groups, then use explicit audiences to control knowledge access.Updated Oct 21, 2026 Manage AI controls and data lifecycleSet workspace AI permissions and find the controls for retention and data exports.Updated Oct 21, 2026 Create and manage a knowledgebaseGive a collection of knowledge a clear name, address, and audience.Updated Oct 21, 2026 Manage notifications and learning remindersUse your notification inbox, understand read status, and configure reminder rules when launching assigned learning.Updated Oct 21, 2026 Export workspace data and manage retention requestsPrepare a private JSON export, review retention periods, and understand controlled deletion.Updated Oct 21, 2026 Understand plan limits and contact Beetl supportCheck usage before a blocked action and send support useful, safe context.Updated Oct 21, 2026