Institution onboarding roadmap

Goal

A high-level path for rolling BoodleBox out across your institution. Each step links to a full guide.

The roadmap

1. Connect sign-in (optional but recommended). Set up SSO via your IdP or LMS so people use existing logins. → How to connect your LMS for SSO · How to set up SSO with your identity provider (plan ~2 weeks).
2. Set up your team. Add seats, invite admins, and configure access. → Team Admin Setup Checklist.
3. Set guardrails. Choose which models/bots are available, and prepare responsible-use guidance. → How to control which AI models & bots your team can use · AI Governance Guidelines.
4. Brand it (optional). → How to brand your workspace (logos & colors).
5. Onboard faculty and staff. → Faculty training path · Staff Quick Start Guide.
6. Onboard students. → Student orientation toolkit · Student Quick Start Guide.
7. Launch campus-wide. → Campus-wide launch checklist.

Questions?

Your customer success contact can help plan the rollout — email success@boodle.ai.