Welcome! This guide is for administrators and stakeholders responsible for rolling out SigParser at a team or organizational level.
Prerequisites
Check out the prerequisite requirements before you get started with the step-by-step instructions:
For Teams using Microsoft 365: Microsoft 365 Security Group
For Teams using Google Cloud: Google Security Group Guide
🧾 Step 1: Schedule a Discovery Demo
Before implementation, we strongly recommend scheduling a discovery demo with the SigParser team. This session will help you:
Align your rollout strategy with organizational goals
Address IT security and compliance requirements
Review Admin Connections and CRM integration options
Discuss best practices for team deployment and user adoption
🧑💼 Step 2: Identify Key Stakeholders and Roles
Successful deployment requires two key roles:
Required Roles:
IT Administrator: Has access to your organization's mailbox management console (Microsoft 365 Admin Center & Azure or Google Cloud Console)
Project Owner: Responsible for rollout strategy, timeline, billing management, and user adoption
Setup Process: Your IT Administrator should create the SigParser account first and will automatically receive "Mailbox Admin" permissions. They can then invite Project Owner(s) as "App Admin" to manage the rollout while the IT Administrator handles technical connections.
🏢 Step 3: IT Administrator Account Setup
Navigate to the SigParser sign-up page
Recommended: Use Microsoft 365 or Google OAuth for enhanced security and streamlined authentication
Select your data hosting region and agree to Terms of Service
When prompted to connect a mailbox, select "My Team's Mailboxes"
Schedule a demo (or select "Skip this step" to proceed immediately)
Select Connect mailboxes with Admin > Create New Connection
Choose your organization's platform:
Microsoft 365: Select Microsoft 365 Security Group
Google Workspace: Select Google Cloud Security
Follow the step-by-step connection instructions provided
🔐 Step 4: Configure Admin Connections
For Microsoft 365 follow Microsoft 365 Security Group Guide
For Google Cloud follow Google Security Group Guide
👥 Step 5: Add Team Members
Navigate to Settings > Users > +Add
Invite the Project Owner and assign them the "App Admin" role
Add other team members as needed with appropriate permission levels
🔄 Step 5: Configure Scanning and Billing
Historical Email Scanning: Once mailboxes are connected, purchase History scans through self-checkout:
Go to Mailboxes
Select "Scan More" next to each mailbox
Choose your scan amount (historical data range)
Complete secure checkout
Repeat for each mailbox as needed
Subscriptions: To enable continuous scanning of new emails:
Go to Dashboard
Select "Scan New Emails"
Choose your subscription plan
Complete checkout to activate daily processing
Invoices available for teams with 10+ mailboxes.
Contact support@sigparser.com or schedule a Help Session.
🚀 Next Steps
After completing these foundational steps, your team can proceed with:
Configure user permissions and access levels
Set up CRM integrations and data synchronization
Begin user onboarding and training
Monitor adoption metrics and optimize configuration
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.