Admin Guide

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

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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

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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

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