MirrorWeb

Harriet Christie

Set up your organisation, manage users and teams, and configure connections.

Administration

Create a new organisation through the self-serve setup flow.

How to create a new organisation (self-serve)

Spin up a new organisation and complete the onboarding wizard.

Self-Serve Setup

Set up Single Sign-On (SSO) with SAML for your organisation.

How to configure SSO / SAML

Create and configure a new SAML SSO integration.

How to create a new SSO configuration

Configure MFA settings for your organisation's security.

How to set up multi-factor authentication

SAML SSO, MFA, and security configuration.

SSO and Security

How do I upgrade to MirrorWeb Insight?

Modify the access level and permissions for a user.

How to change a user's permissions

Manage teams, access, and users within a sub-organisation.

How to configure sub-organisation access and users

Create a team to group users with shared permissions.

How to create a team

Create and manage sub-organisations within your account.

How to create and manage sub-organisations

Edit team members, permissions, and settings.

How to edit a team

Invite a new user to join your organisation in MirrorWeb Insight.

How to invite a new user

View and manage outstanding user invitations.

How to manage pending invitations

View, search, and manage users in your organisation.

How to view and manage users

What is each permission for custom Teams?

Invite, manage, and configure user permissions and teams.

Users and Teams

Connection Token Expiration & Reauthentication

Send connection invitation emails to multiple users at once.

How to bulk send connection emails

Upload multiple connections at once using bulk import.

How to bulk upload connections

Map tenant accounts to a centralised data source connection.

How to configure tenant accounts for a connection

Set up a new data source connection to capture communications.

How to create a new connection

Set up and manage schedules for connection-related tasks.

How to create and manage connection schedules

Download a CSV export of your organisation's connections.

How to export connections to CSV

Request additional platform licences for your organisation.

How to request additional licenses

Send invitation emails to users to connect their accounts.

How to send connection invitation emails

Configure a centralised connection for organisation-wide capture.

How to set up a central connection

View, filter, and manage data source connections.

How to view and manage connections

View licence usage and manage licence allocations per platform.

How to view and manage licensing

How to View Captured Accounts for a Connection

View configuration, status, and history for a specific connection.

How to view connection details

View which communication platforms are licensed for your organisation.

How to view licensed platforms

View a summary of all data source connections for your organisation.

How to view the connection summary

Insight Team Descriptions

Insight Users Explanation

Management: Sub-organizations

Setting up SSO

Create, configure, schedule, and bulk-upload platform connections.

Connection Management

Enable the trusted contacts feature for your organisation.

How to enable trusted contacts

View and manage invitations sent to trusted contacts.

How to manage trusted contact invitations

Manage trusted contacts settings and default configurations.

How to manage trusted contacts and defaults

Trusted Contacts: App Onboarding

Trusted Contacts: App Overview

Trusted Contacts: Invite and Manage Users

Trusted Contacts: Prerequisites

Configure the Trusted Contacts mobile companion app.

Trusted Contacts

Find answers and get help from Intercom Support and Community Experts

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