Setting up Challo

Challo leverages your enterprise infrastructure, so that you remain in control of your data.

Important: Before you begin set up, Challo assumes that your tenant’s administrator is also an administrator for your organization and have sufficient privileges to perform actions such as:

  • Create and manage mailboxes
  • Accept permissions on behalf of other members of your organization
  • Install Challo as an enterprise applications or integration into the accounts and applications you use.

To set up Challo:

  1. Sign up for Challo.
    This creates a new tenancy with you as the tenant’s administrator.
  2. As a tenant’s administrator, integrate Challo with your organization in the following ways:
    1. Setup your data stores
    2. Setup your office suite integration
    3. Setup a mailbox for your Challo assistant.
    4. Setup other integrations
  3. Further customize your Challo tenancy as you require:
    See: Customizing Challo
  4. Prepare for roll out, review the following articles:
    1. Browser and endpoint support
    2. Requirements and prerequisites
    3. Challo service ports and addresses
  5. Managing your tenancy
    1. Managing your people in Challo
    2. Managing members’ Challo tracks
    3. Reporting on your Challo usage

See also:

Setup your data stores

Setup for own data store if you need to store your data in a specific geographic region, or you have governance requirements that control where your data resides.

If you bring your own storage and configure your own data store, Challo stores none of the content members upload to a track.  The following reside in your storage account that your tenant’s administrator configures:

  • File uploads
  • The body of emails the assistant receives
  • Live session recordings and transcripts
  • Track action list (if applicable)

Challo maintains references to the files you keep in your storage account, so you can access files from within tracks. Challo stores metadata for your account, including the following:

  • Your account name,
  • Member email addresses and display names,
  • The name, description, and other details you provide when creating a track,
  • Connection details for your storage account,
  • Connection details for your assistant mailbox,
  • URLs for links you add to tracks.

Only Challo requires permission to access your data store. You do not explicitly provide configuration for your members to access your data store. When a member uploads content to a track, Challo sends the content to your data store using the configuration you provide. The only way to access this content is by using Challo and by being a member of that track. Challo controls access to your data store by using track membership.  Challo encrypts all data it stores, see: Challo security datasheet—Encryption.

As a tenant’s administrator, to set up your data store, see:

Setup your office suite integration

The office suite integration is a Challo enterprise application that you install into your G Suite or Microsoft Office 365 account.

After installing the application Challo becomes automatically available to every employee.

The office suite integration allows Challo to provide the following features:

  • Update calendar events with connection details for meetings you schedule.
  • If you use Google:
    • Read and send emails from your Challo assistant mailbox.
    • Allows Challo to generate PDFs of documents from your Google Drive you share with a specific track.
    • Create and manage calendar events for your members.
  • If you use Office 365:
    • Access Microsoft Teams.
    • Allows Challo to generate PDFs of documents from your Office 365 you share with a specific track.
    • Create and manage calendar events for your members.

As a tenant’s administrator, integrate Challo office suite in the following ways:

Important: You may be using email clients to manage your emails from other providers. Pick the integration suitable for your mailboxes.

If you do not configure a Challo office suite integration, some functionality is not available to your members.

If an organization chooses not to install an office suite application, you can you enable the calendar and drive applications so that your members can still associate their corporate calendars and drives with Challo themselves. If you do enable them, members can associate any number of calendar, or drive accounts with their Challo identity, meaning they can associate accounts that are not the same as their corporate identity. If you require your members only use their corporate identity with Challo use the office suite application. See: Setup other integrations.

Setup a mailbox for your Challo assistant

If you designate a mailbox from your organization and provide Challo with connection details, then Challo monitors incoming mail, using IMAP to:

  • create a track,
  • schedule meetings,
    and
  • add content to existing track.

Challo also uses this mailbox to send notification emails when changes occur on tracks, using SMTP.

  • If you configure a Google mailbox, configure Google Office Suite integration.
  • If you configure a Microsoft Office 365 mailbox, you specify additional email configuration.

See:

Setup sharing options

If you are using Google Drive, or Microsoft Office 365, track members share content directly from these file hosting services, rather than upload content to your data store.

When you log in to Challo and view track resources from other services, you use the identity you log in as to access the resource.

  • If you authenticate with Google to use Challo, you access Google Drive content with the same identity and with your normal privileges.
  • If you authenticate with Microsoft to use Challo, you access Microsoft Office 365 content with the same identity and with your normal privileges.

If the document is accessible to Challo, it can create a PDF for track members who normally cannot view a file. Some services take precedence and Challo does not produce a PDF of the content.

If your Challo assistant has a mailbox in the equivalent hosting service, resources you make accessible to everyone within your organization are accessible to Challo too.

For more details, see: Sharing resources.

Setup other integrations

For other integrations see: Managing applications