Start here
The first-run setup wizard, step by step.
02Microsoft 365Register the Graph app and connect your mailbox.
03Google WorkspaceConnect Gmail or Workspace, with an app password or OAuth.
04Alerts & EmailGet failure and missed-backup emails to your team.
05Clients & JobsAdd customers and the backups you're watching for them.
06How Matching WorksHow incoming email gets routed to the right job.
07Review & LearningTriage unmatched mail and teach the matching engine.
08Best PracticesGet the most out of every new job you add.
What you'll be looking at
The dashboard is where every active job's latest status lives — a quick answer to "did last night's backups run?" across every client.