Business Edition

Everything you need to get started, onboard your team, and drive adoption of CTD Business Edition.

Getting started with Business Edition

High-level overview: from contract signing to full team adoption.

Provisioning and onboarding

How accounts are created in the background and how training works.

Domain-wide delegation & email scopes

The four access scopes and which one is right for your organization.

Google Workspace setup

Step-by-step domain-wide delegation configuration for Google.

Microsoft 365 setup

Step-by-step configuration for Microsoft 365 and Entra ID.

Growing your network

Personal email sync, LinkedIn imports, and external members.

Admin settings and controls

Manage users, data access, integrations, and org settings.

Configuring outreach approvers

Define who must approve ghost email requests before they reach a connector — for internal team members and external members.