Business Edition — CTD Guide
Business Edition
Everything you need to get started, onboard your team, and drive adoption of CTD Business Edition.
Getting started with Business Edition
High-level overview: from contract signing to full team adoption.
Provisioning and onboarding
How accounts are created in the background and how training works.
Domain-wide delegation & email scopes
The four access scopes and which one is right for your organization.
Google Workspace setup
Step-by-step domain-wide delegation configuration for Google.
Microsoft 365 setup
Step-by-step configuration for Microsoft 365 and Entra ID.
Growing your network
Personal email sync, LinkedIn imports, and external members.
Admin settings and controls
Manage users, data access, integrations, and org settings.