Administrator Quick Start Guide

First Time Login

Find an email from no-reply@heyiris.ai:

Upon your first login:

1. Go to studio.heyiris.ai and sign in with the provided email and temporary password

2. You’ll be prompted to reset your password.

3. After setting your new password, log in again to access the dashboard.

Didn’t receive an email?

• Check your spam folder.

• Ask your Iris representative to give you access.

Create your Tags

Before uploading documents to your knowledge map, you'll need to create tags. Tags allow you to isolate data sources based on subject matter, document type, geography, product line, and more.

Creating Tags:

• Navigate to Settings > Tags in the left-hand menu.

• Click Create Tag.

• Enter a name for the tag (e.g., "Security Docs" or "RFP Submissions") and a description.

• Click Create Tag to finalize.

Best Practices:

Tailor tags to organize documents by region, client type, or document category. Assigning accurate tags ensures Iris can deliver context-specific answers when you need them.

Set up Integrations

Iris supports multiple kinds of integrations for uploading documents, asking Iris questions, and user management.

Upload Documents to your Knowledge Map

The knowledge map is a repository of all documents uploaded to Iris, providing a foundational understanding of your organization. Upload recent RFPs, case studies, or other knowledge documents into the Iris knowledge base for analysis and automation.

Uploading Documents

1. Initiating Upload:

   • Click Knowledge Map-->Files in the left-hand menu.

   • Then click Upload Files to add files from your computer

   • Select the tags associated with the documents you’re uploading.

   • You can also upload documents via integrations, or pull information from a specific webpage or an entire website.

2. File Type, Number, and Size:

   • Supported formats include PDFs, Word documents, Excel sheets, CSV, PPT, TXT, and MD files.

   • You can upload up to 75 megabytes at a time. 

   • If you're trying to upload a document that's not supported, please reach out to support@heyiris.ai

1. Confirmation:

   • For large files, "processing" will appear in yellow until the document is fully processed.

     

     A green checkmark indicates a successful upload.

Add Users

Without SSO:

• Navigate to Settings > Users in the menu on the left.

• Click Add User.

• Enter Name, Email, User Type, Groups (optional) then select Add User

  

With SSO:

• Ask users to visit app.heyiris.ai and click Sign in with SSO.

• By default, new users will come in with the Collaborator role (you can edit what role new users get within Settings > Security.

Create Default Custom Instructions

Custom instructions let you tailor Iris-generated responses by specifying Format, Desire, and Audience to match your needs.

You can set Default Custom Instructions for users to pick from when they generate projects.

• Navigate to Settings > Instructions in the left-hand menu.

• Select Add New Instruction .

• Enter a Title.

• Enter the Instruction.

• Select Add to finalize.

Create Groups

Want to assign groups of users to your projects?

• Navigate to Settings > Users in the dashboard in the left-hand menu

• Select Manage Groups at the top.

• Select Create Group, enter a name and description, then Create Group to finalize.

  • Here are some of the more common groups we see:

    • RFP Team

    • SQ Team

    • Solutions Engineers

    • Legal Team

• To adjust who is in a group, select the ... "More" button next to a group then Manage Members .

• Check or uncheck the users you want to add/remove from the group

• Select Save Changes to finalize.

  

Security Settings

• Navigate to Settings > Security in the dashboard in the dashboard in the left-hand menu to adjust your security settings.

Set up Custom Roles

➡ Read more about setting up custom roles and permission sets