Enterprise Onboarding Guide

Everything you need to get your enterprise up and running on Bizby. This guide walks through initial activation, team structure, member invitations, SSO, billing, and compliance settings.

1. Activating Your Enterprise

After your enterprise is provisioned, you will receive a magic link email from Bizby. Click the link to claim your enterprise team and you will be redirected to your dashboard as the enterprise owner.

Tip

The magic link is single-use. If it expires, contact support for a new one.

2. Your Enterprise Dashboard

As the enterprise owner, you see the Enterprise Dashboard with an overview of all sub-teams, members, and usage across your organization. Regular team members see only their own sub-team dashboard.

To access admin settings, click the Enterprise Settings button in the header. From there you can manage teams, members, security, billing, compliance, and audit logs using the tabs along the top.

3. Creating Sub-Teams

Sub-teams let you organize members into groups like Design, Engineering, or Product.

1. Open Enterprise Settings and go to the Teams tab
2. Click Create Sub-Team and give it a name
3. Set a seat budget for each sub-team to control how many members it can hold
4. Optionally assign a sub-team admin who can manage their own members

Each sub-team gets its own dashboard and content area. Members only see boards within their sub-team.

4. Inviting Members

1. Open Enterprise Settings and go to the Members tab
2. Click Invite Members
3. Paste one or more email addresses (bulk paste supported)
4. Assign each invitee to a sub-team
5. Click Send Invites

Invitees receive an email with a link to join your enterprise. Their license activates immediately.

Tip

Double-check email addresses before sending. You can cancel pending invites from the Members tab if needed.

5. Configuring SSO (Optional)

Single sign-on lets your team authenticate through your existing identity provider instead of email/password.

1. Open Enterprise Settings and go to the Security tab
2. Under SSO Configuration, select your provider type (SAML 2.0 or OIDC)
3. Enter your provider details (Client ID, Issuer URL, and Client Secret for OIDC)
4. Add your email domain(s) so Bizby knows which users belong to your enterprise
5. Test the connection to verify everything works

Bizby supports Azure AD (Microsoft Entra ID), Okta, and any standard OIDC or SAML 2.0 provider.

Info

For detailed step-by-step instructions including Azure AD app registration, token claims, and troubleshooting, see the SSO Setup Guide.

Tip

SSO Enforcement: Once SSO is working, you can enable enforcement to require all members to sign in through your identity provider. The enterprise owner always has a bypass link on the login page in case the identity provider is unavailable.

The Security tab also has External access, where you decide how people outside your organization reach its boards: allow or turn off guests and share links, and require guests to use two-step verification. Requiring it turns share links off.

Info

Auto-provisioning: When SSO is active, new users who sign in through your identity provider are automatically added to your enterprise. No manual invite required.

6. Billing & Seats

Open Enterprise Settings and go to the Billing tab to manage your subscription.

• Seats used vs paid: See how many licenses are active and how many are available
• AI credit allocation: View your team’s AI credit balance and usage
• Renewal date: See your next billing date and billing cycle

Seat changes are handled through Stripe. You can add seats directly from the Billing tab.

7. Data Residency (Optional)

All AI processing is handled by Azure OpenAI in Canada East and never leaves Canada. For organizations that also need real-time collaboration traffic to stay in Canada, Bizby can pin WebSocket connections to Toronto.

1. Open Enterprise Settings and go to the Compliance tab
2. Toggle data residency to Canada

When Canada data residency is enabled, WebSocket connections are routed through dedicated infrastructure in Toronto instead of Cloudflare’s global edge network. All stored data remains in the Montreal Google Cloud region regardless of this setting.

For more details, see the Security Overview.

8. Audit Log

The audit log tracks administrative actions across your enterprise for compliance and accountability.

1. Open Enterprise Settings and go to the Audit Log tab
2. Browse events by category: Board, Member, SSO, Settings
3. Filter by action type or date range
4. Export the log to CSV for external reporting

9. Next Steps

Your enterprise is set up. Here are some useful resources:

• SSO Setup Guide - Detailed SSO configuration for Azure AD, Okta, and other providers
• Bring Your Own AI - Connect your own AI endpoint for full data sovereignty
• Sharing & Collaboration - Learn how to share boards with your team
• Security Overview - Review Bizby’s security architecture and compliance
• All Features - Browse the full feature catalog