This video gives an overview into process FYI admins should follow when initially configuring Collaborate for their practice.
There are three primary steps to complete:
- Link your practice's OneDrive Admin Account.
- Create the collaborate invitation template and assign permissions to your team.
- Configure your Collaborate settings including assigning a Microsoft Group and setting your Share and Co-edit folder structures for OneDrive.
Note: This video is an overview only. Specific details should be sought from our configuration articles in our Help Centre. Refer to Setting up Collaborate.