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 the rest of the articles in the section Setting up Collaborate.