granola-multi-env-setup

# Granola Multi-Environment Setup ## Overview Configure Granola for multi-workspace enterprise deployments with SSO-based user provisioning, per-workspace integration configuration, and compliance controls. Each workspace operates as an isolated unit with its own folders, integrations, sharing rules, and retention policies. ## Prerequisites - Granola Enterprise plan ($35+/user/month) - Organization admin access in Granola - Identity provider configured (Okta, Azure AD, or Google Workspace) - Team structure and workspace plan documented ## Instructions ### Step 1 — Plan Workspace Structure Map your organization to Granola workspaces: | Workspace | Owner | Members | Purpose | |-----------|-------|---------|---------| | Engineering | VP Engineering | All engineers | Sprint planning, architecture, standups | | Sales | VP Sales | Sales team + SDRs | Discovery calls, demos, pipeline reviews | | Product | Head of Product | PMs + designers | Customer feedback, design reviews, PRDs | | Customer Success | CS Lead | CS managers | Onboarding calls, QBRs, escalations | | HR | HR Director | HR team | Interviews, 1-on-1s, performance reviews | | Executive | CEO | C-suite | Board meetings, strategy, M&A | ### Step 2 — Create Workspaces 1. Navigate to Organization Settings > **Workspaces** 2. For each workspace: - **Name:** Department name (e.g., "Engineering") - **Description:** Purpose and scope - **Owner:** Department lead (Workspace Admin role) - **Privacy:** Private (...