1: Connect & Sync

Material automatically syncs new subdomains added to your Google Workspace or Microsoft 365 organization. No action is required in Material when you add a subdomain.

Connect Your First Email Tenant

To begin, connect your first email tenant so Material can begin detecting and creating issues.

Connect to Google Workspace

Log in to Material with the Super Admin account we created for you when we set up your trial.
Next, invite a new account to enroll the new tenant. This account needs to already have a Google Workspace Super Admin role, and will become the first account in the new tenant. Invite a new account
From the workspace, click Explorer.
Click Accounts.
On the top right, click Enroll Accounts.
From the drop-down, choose Invite Account.
From the drop-down, choose Super Admin or Tenant Enroller.
Select Google, then enter the email address for the Google Workspace Super Admin account you're inviting.
Click Get Invite Link.
Copy the invite link, then share it with the Google Workspace Super Admin account associated with the email address entered above. (This can be you if you invited another one of your accounts.) No email invite is sent. If you need to resend the invite link, follow steps 1–8 again and send a new link.
The new Google Workspace Super Admin account performs the remaining steps below:
Open an incognito browser window to avoid session conflicts.
Log in as the new Super Admin/Tenant Enroller via the invite link you sent (or received) in step 8 above.
From the left navigation, expand Explorer, then click Accounts.
On the top right, click Enroll Accounts.
Click Enroll Google Workspace Tenant.
The steps to complete enrollment, including links to the Google Workspace destinations, appear. Follow those steps to complete the connection using the same new account you just used to log in to Material.
Instructions in app

Next Steps

In some cases it can take up to 30 minutes for your email tenant to reflect the changes and give Material access.
If you have additional email tenants to connect to Material, repeat the steps above for each one.
User accounts will sync shortly and appear in Material in the Explorer. They will also be visible as a new domain in the Global drop-down.
- Admin roles are not inherited from the email provider. After your enrollment is complete, the next section will help you assign admin roles.

Connect to Microsoft 365

Log in to Material with a Super Admin account.
Next, invite a new account to enroll the new tenant. This account needs to already have the Microsoft 365 Global Administrator role, and will become the first account in the new tenant:

Invite a new account

From the workspace, click Explorer.
Click Accounts.
On the top right, click Enroll Accounts.
From the drop-down, choose Invite Account.
From the drop-down, choose Super Admin or Tenant Enroller.
Select Microsoft, then enter the email address for the Microsoft 365 Global Administrator account you're inviting.
1. Click Get Invite Link.
2. Copy the invite link, then share it with the Microsoft 365 Global Administrator account associated with the email address entered above. (This can be you if you invited another one of your accounts.) No email invite is sent. If you need to resend the invite link, follow steps 1–6 again and send a new link.

The new Microsoft 365 Global Administrator account performs the remaining steps below:

Open an incognito browser window to avoid session conflicts.
Log in as the new Super Admin/Tenant Enroller via the invite link you sent (or received) in step 6 above.
From the left navigation, expand Explorer, then click Accounts.
On the top right, click Enroll Accounts.
Click Enroll Microsoft 365 Tenant.
The steps to complete enrollment appear. Follow those steps to complete the connection using the same new account you just used to log in to Material.

Next Steps

In some cases it can take up to 30 minutes for your email tenant to reflect the changes and give Material access.
If you have additional email tenants to connect to Material, repeat the steps above for each one.
User accounts will sync shortly and appear in Material in the Explorer. They will also be visible as a new domain in the Global drop-down.
- Admin roles are not inherited from the email provider.

Tenants on the same shared instance will have the same Material URLs. The account (Google or Microsoft) you are logged in as determines the tenant you can access.

To unenroll or remove a tenant, contact support.

Default Account Settings

After you've connected an email tenant, you need to enable a few things to allow Material to sync messages and files from an account's mailbox.

From the top toolbar, click Settings > Default Account Settings.

Syncing

Toggle Email Sync to On.

Once toggled on, Material begins syncing email messages and populating your Material dashboards. This process can take up to a few days depending on the number of accounts processed.

Toggle File Sync to On.

Once toggled on, Material begins syncing files from Google Drive and populating your Material dashboards. This process can take up to a few days depending on the number of accounts processed.

You'll see remediation settings following Syncing in Material. Don't touch these just yet, we'll review those in 6: Enable Email Security.

Google Drive Security Settings

For Google Workspace tenants:

From the top toolbar, confirm you're on a Google Tenant. (If you only have one tenant synced, you'll only see Global).
From the left navigation, expand Google Drive Security, then click Settings.
Toggle Connect to Google Drive to On.

How to enable or disable syncing for an individual account or group:

From the workspace, click Explorer.
Click Accounts or Groups.
Open an account or group, then click the Settings tab.
Under Syncing, select Override for the setting you want to change, then toggle the option and save.

To bulk update settings, select multiple accounts/groups, then from the bottom toolbar, click Edit Settings:

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