Documentation
How to setup (enterprise)
Recommended setup for teams: environments, roles, data sources, and operational guardrails.
Environment
- Separate staging and production
- Allowlist outbound connections (if required)
- Define default comparison markets per region/team
Roles and access
- Admin: configuration + integrations
- Analyst: run screening + export
- Sales/outreach: view shortlist + notes
Operational guardrails
- Define max list size per run (or batching rules)
- Set minimum required fields before screening
- Keep an audit trail for decisions