Onboarding your team

CTD is designed to require zero effort from end users. Admins control everything — from which employees get accounts to when they're notified. Here's how provisioning and onboarding work in detail.

How accounts are provisioned

CTD does not automatically create accounts for everyone in your company when domain-wide delegation is authorized. Instead:

1. Your admin provides a list of users who should have CTD accounts
2. CTD creates those accounts and begins building each person's relationship graph from their email history
3. All of this happens silently in the background — end users are not notified and don't need to do anything

This means a user's relationship graph can be fully built and their account completely ready before they ever log in. The first time they open CTD, everything is already there.

Admin controls

Admins have full control over the CTD workspace at all times:

• Add users — provision new employees at any time; CTD builds their graph automatically
• Remove users — deprovision departing employees and permanently delete their data
• Set data scopes per user — configure different email access levels for different users or teams
• Control notification timing — decide exactly when the team is told about CTD and given access

You control the launch moment. Graphs are built in the background, and nobody on the team sees anything until you decide to launch. This gives you time to prepare training, communications, and integrations before anyone touches the product.

Growing the network after launch

Domain-wide delegation gives CTD access to company email for provisioned users — but individuals can also contribute additional data voluntarily:

• Personal email sync — users can connect a personal Gmail or Outlook account to add their personal network on top of their work email. This is entirely optional and controlled by each individual.
• LinkedIn import — users can upload their LinkedIn connections (CSV export from LinkedIn) and LinkedIn messages. This adds connections that may not appear in email history, giving CTD a more complete picture of each person's network.

Both options are available in each user's personal settings and require no action from admins.

Training formats

CTD's onboarding team works with you to choose the right training format for your organization:

• Company-wide session — works well for teams under ~50 people where everyone has a similar use case
• Team-by-team sessions — better for larger organizations or where use cases vary significantly across departments (e.g., separate sessions for sales, recruiting, and executive leadership)
• 1:1 onboarding — for champions, senior executives, or anyone who needs a personalized walkthrough

All training is live, run by CTD's team, and tailored to your specific workflows and CRM setup.

Champion check-in cadence

The person running the CTD rollout on your side — usually a RevOps lead, sales ops manager, or executive sponsor — gets dedicated check-ins with CTD throughout the onboarding process:

• Weekly calls during the first ~4–6 weeks post-launch: reviewing adoption data, unblocking users, tuning integrations, and planning follow-up trainings
• Transition to quarterly check-ins once adoption is solid, users are getting value, and the integration is running smoothly

The goal is to reach a state where CTD is part of the team's standard workflow — not just installed, but actively used. That's when the intensive check-in cadence ends.

Have a question or running into an issue? Email us at support@ctd.ai — we're happy to help.