Workspace administration
Step-by-step documentation and setup guides for Workspace administration.
Showing 13 guides across 1 topic
A tour of Admin for workspace administrators
2 minWhat each Admin tab does, how usage and limits are shown on Overview, and where to start with a new workspace.
Create and manage users and mailboxes
2 minCreate mailboxes, add aliases and shared mailboxes, reset passwords, pause sending, suspend or delete, and understand what counts toward your plan.
Plan, billing, storage and add-ons
2 minRead your limits, change plan, pay a term from the wallet, add storage or add-ons, and ask for a higher limit.
Set the workspace security policy
2 minRequire two-factor, control public links and outside sharing, allow self-service password reset, and review who has set up protection.
Set up single sign-on with your identity provider
2 minConnect OpenID Connect or SAML, test it, turn it on, require it, and keep break-glass administrators.
Export workspace data
1 minDownload a full copy of mail, files, documents and more as ZIP parts, and what to do with it.
Approve or reject email that an AI agent wants to send
2 minReview held messages from AI agent keys, see why they were held, and approve and send or reject them within 72 hours.
Retention, legal hold and eDiscovery
2 minDelete old data on a schedule, freeze data for a legal matter, search across the workspace and export results.
Stop sensitive data leaving with data protection rules
2 minCreate rules that look for card numbers, keys, national IDs or your own patterns and warn, ask for a reason or block.
Turn on and tune the fraud shield
2 minSet sensitivity, protect executive names, notify administrators and review allowed and blocked senders.
API keys and AI agent rules
2 minCreate keys for apps and AI agents, limit mailboxes and permissions, add agent rules, and pause or revoke a key.
Sending status and production access
1 minUnderstand the sandbox, add verified recipients to test, and request production access to email anyone.
Let other tools use "Sign in with PGB Business"
1 minRegister an app that supports OpenID Connect so your team signs in to it with their workspace account.