Managr Documentation 

Onboarding

Onboarding for Admins

  1. Check your email for a Managr access link

  2. The access link will bring you app.managr.ai

  3. Complete the registration form

  4. Invite team members

  • Click “Users”, then “Invite”

  • Be sure to share the invite link with the correct users

Onboarding for Non-Admins

  • Click on your personal access link

  • Complete the registration form

Integrating Your 3rd Party Services

Zoom

  1. Go to integrations page, then click “Connect” in the Zoom tile.

  2. Login with your credentials

  • Be sure to use the SSO/Sign in with options if that is how you normally sign in

Slack

  1. Go to integrations page, then click “Login with Slack” in the Slack tile.

  2. Select the channel that you would like Managr integrate with and post messages too

  3. Give Managr permission to integrate with the selected channel by clicking the Allow  button 

  4. You will then get a notification in the selected channel confirming that Managr was integrated properly 

  • Note: Our Slack integration uses OpenAI to process part of your search.

Zoom Features

We use Zoom to retrieve past call transcripts. This allows us to summarize any of your Zoom call that have been recorded.

Slack Features

This integration lets you run a news summary right from Slack.

Uninstallation/Revoke Access

Revoke Managr Access Via Managr Integration Dashboard

  1. Navigate to https://app.managr.ai/login and log into your Managr Integration Dashboard

  2. . For each integration you would like to revoke Managr’s access to click the grey Revoke button

  3.  You’re all set

Uninstall Managr From Zoom

  1. Login to your Zoom Account and navigate to the Zoo App Marketplace

  2. Click the Manage>Installed Apps or search for the Managr app

  3. Click the Managr app

  4. Click Uninstall

Web Crawler

Managr has built a proprietary in-app web crawler.
Key Features:

  1. Scan the web to extract the most relevant news articles from trusted sources.

  2. Searches are fully customizable, ensuring user content remains relevant and targeted.

  3. Seamless integration into your summary generation pipeline.

  4. Privacy and Security: Managr Web Crawler operates securely within your app's environment, keeping your data and sources confidential.

  5. Web Scraping: Our web crawler adheres to publisher-specific guidelines to ensure responsible data collection.

FAQs

  1. Is Managr hosted on a 3rd party server (i.e. Amazon Web Services, Google Could, Microsoft Azure, etc.)?

    • Yes, AWS.

  2. Is Managr secure?

    • Yes, everything is encrypted, and Managr is SOC2 compliant.

  3. Is Managr GDPR compliant?

    • Yes.

  4. Does Managr have formalized policies, standards and guidelines in place to manage information risk (e.g. Information Security and Data Protection)?

    • Yes.

  5. Is my data encrypted?

    • Yes, at both transit and in rest.

  6. How do I install the app

    • Please see the section “onboarding docs” for more a step-by-step walkthrough.

  7. How do I uninstall/revoke?

    • Please see the section “revoke access docs” for more a step-by-step walkthrough.

  8. How do I get an answer to a question I do not see listed?