#Get Started

Follow the steps below to get started with the Confidence Platform for Google:

1. Obtain a Subscription

   • To obtain subscription, contact AvePoint sales representative.

   • To find out how AvePoint charges for licenses for the Confidence Platform for Google, refer to .

2. Access AvePoint Online Services

   Use your web browser to navigate to the AvePoint Online Services portal and enter your login credentials (username and password) to sign in to AvePoint Online Services. For details, refer to .

3. Manage User Roles

   When adding a user and granting user permissions to services in AvePoint Online Services > Management > User management, you need to designate a role for the user. Different user roles can perform different actions. For details, refer to in the AvePoint Online Services user guide.

4. Connect Tenant

   To use the Confidence Platform for Google to manage data in your Google tenant, Tenant Owners or Service Administrators must connect the tenant to AvePoint Online Services. For details, refer to .

5. Configure App Profiles

   AvePoint Online Services Auto Discovery now uses app profile authentication to scan and register the objects you want to manage in the Confidence Platform for Google. Before creating an Auto discovery scan profile, you must create app profiles for the objects you want to manage. For details on how to create a custom Google app and its required permissions for different modules, refer to Create App Profiles.

6. Configure Auto Discovery

   AvePoint Online Services Auto Discovery now uses app profile authentication to scan and register the objects you want to manage in the Confidence Platform for Google. For details, refer to in the AvePoint Online Services user guide.

7. Sync Data to the Confidence Platform for Google

   • When you log into the Confidence Platform for Google for the first time, you will be prompted to an onboarding wizard to configure and check your preparations. You can select Perform the initial data synchronization and click Start now to start your journey and sync data from the containers to the product for the first time.

   • You can also configure and check your preparations in Quick start on the left navigation pane and click Sync now to manually sync data to the product.

8. Manage Users

   Create delegated roles and data scopes to assign permissions to standard users. Through these roles and scopes, you can efficiently control user permissions in the Confidence Platform for Google. This approach simplifies access management, enhances security, and ensures that users have the necessary permissions for their responsibilities. For details, refer to Confidence Platform for Google User Management.

9. Manage Subscriptions

   To assign licenses to users in Confidence Platform for Google, you must first set up subscription information. For details, refer to Subscriptions.

10. Configure System Settings

    To configure email templates, approval processes, and metadata that will be used in all modules, refer to System Settings.

11. Manage Data with the Confidence Platform for Google

    After all configurations above are completed and your objects are synced to the Confidence Platform for Google, you can get to the corresponding module and performing management operations.

    • Administration

    • Governance

    • Risk Intelligence

    • Policy Enforcement

    • Information Management

12. Monitor Data Management

    To get a centralized view of your data managed by the Confidence Platform for Google, refer to the Dashboard.

    To view all requests and tasks in the system, refer to Request Center.

    To view the status and details of jobs in the system, refer to Job Monitor.