Reclaim

How to manage your team and account settings in Reclaim.

Account and Team Administration

You can add multiple email accounts to your Reclaim account as well as set one to use as the main login and calendar for your account.

How to change your main Reclaim email and primary calendar

You can log into Reclaim using any email address connected to your Reclaim account.

Logging into Reclaim and managing multiple login emails

Your account may be limited if you are using features outside of your plan. Here's how to fix it!

How to fix a limited account

You can add additional emails to your Reclaim account to access other calendars that you want Reclaim to sync or consider availability from.

Adding and removing Google and Microsoft account emails

Reclaim has a dedicated feature for assigning access to your account to any other member of your team.

How to give your assistant (or anyone else) access to your Reclaim account

You can join your colleagues in a Reclaim team, or leave an existing team you're a part of.

How to leave or join a team in Reclaim

You can always delete your account, but taking a break allows you to access your work in the future.

How to take a break from Reclaim

Not feeling Reclaim anymore? You can always delete your account, and we will automatically clean up your calendar and remove your data.

How to delete your Reclaim account

Your Reclaim Account

Reclaim works best when you invite others to join you. Here's how to add members to your team and manage purchased seats.

How to add members to your team in Reclaim

If you're an admin of a team in Reclaim, you can manage and remove members from your team. Here's how to do it.

Managing and removing team members

You can modify Account Settings for your team, and set team-wide defaults for things like Hours, Habit templates, and Focus Time.

How to manage Account Settings for your team

Learn how to sync your team's Out-of-Office Calendars to intelligently plan around PTO.

Set up Team OOO Calendars

Team Administration

Use alternative SSO providers including Okta to authenticate to Reclaim.ai

SSO Support (ie: Okta)

Reclaim leverages "service accounts" in Google Workspace to help with large-scale enterprise deployments. Here's how to set it up.

Using Google Workspace service accounts to roll out Reclaim to your enterprise

Okta SSO Setup Guide - App Catalog

How to Create an Okta Bookmark App for IdP initiated Login Flow

Okta SSO Setup Guide - Bookmark App

Setup SCIM via Okta with a Custom App Integration

Okta SCIM - Initial Setup Guide

OneLogin SCIM Setup Guide

How to setup the OneLogin for SSO to Reclaim

OneLogin SSO (OIDC) Setup Guide

SSO Authentication Options: Google vs. SSO Provider Only (Forced SSO)

Okta SCIM - Import/Sync Existing Users

Microsoft Entra Id SSO Setup Guide - Custom app

Enabling Service Principal and SCIM at Microsoft Entra ID to use Reclaim.ai

How to set up and use SSO / SCIM features (Enterprise plans only).

SSO and SCIM Support

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Reclaim.ai

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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