Introduction

Setup, administration and security reference for connecting Clad to your organization.

These guides are written for the IT and security administrators who connect Clad to your organization's systems. Each integration is scoped to what you grant, managed from your own admin consoles, and can be revoked at any time.

How Clad connects

The systems Clad connects to and how access is controlled.

Onboarding

The stages from kickoff to go-live, and who is involved.

Microsoft 365

Connect employee mailboxes, Microsoft sign-in and SharePoint sites.

Phone systems

Capture client calls, recordings and transcripts from your phone system.

Security & compliance

Security overview, data handling and subprocessors.

Principles

Principle	What it means in practice
You define the scope	Access covers exactly the mailboxes and document locations you grant.
Credentials you control	Clad holds no stored secret or certificate for Microsoft 365, and any credential you issue, such as a phone system API key, can be revoked from your own console at any time.
Your controls apply	Employee sign-in goes through your identity provider, so your MFA and access policies apply.
You can revoke at any time	Every grant can be removed from your own admin consoles, without contacting Clad.