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  1. Help Center
  2. Admin Guide

Admin Guide

How to manage users, content sources, preferences, and your QorusDocs instance

Manage Content Sources

  • Connect Microsoft Teams
  • Connect OneDrive for Business
  • Connect SharePoint Online Libraries
  • Connect SharePoint Online Lists
  • Setting up a SharePoint Q&A Library for AI-enabled Auto Answer
  • Auto Answer Change Management
See all 7 articles

CRM Integrations

  • Getting Started: How to Plan your Qorus CRM Integration Setup
  • How to Install the Qorus for Salesforce Add-In
  • How to link Salesforce Opportunity Fields to Pursuits
  • Qorus for Dynamics 365 Installation Instructions
  • How to connect Hub Central with CRM systems
  • Dynamics 365 Reference Fields
See all 9 articles

Using Single Sign-On (SSO)

  • Implement OIDC using Okta
  • Implement SCIM using Okta
  • Implement SAML using Okta
  • How to renew the SCIM token from QorusDocs

Configure QorusDocs

  • Brand your QorusDocs with your company logo
  • Content Values

Pursuit Types

  • Pursuit Folder Cloning
  • How to create a Pursuit Type
  • How to recommend content for Pursuits
  • Pursuit Types in the left navigation

Reporting

  • About QorusDocs Insights and Reporting
  • Using OData to analyze your Qorus activity
  • Power BI: How to Filter Pursuits by Smart Fields

User Management

  • How to make changes to a user's profile
  • Tailoring the user experience with custom user groups
  • Sync group membership from your Directory to QorusDocs
  • Introducing custom groups for simplified team management
  • Pre-authorize users to join your QorusDocs with Auto-Provisioning
  • Add users to your QorusDocs
See all 8 articles
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