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title: Moveworks Implementation Starter Guide
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The Moveworks Implementation Starter Guide provides a structured roadmap for configuring your Moveworks instance. It is designed to help implementation teams, Moveworks Administrators, and project stakeholders understand each stage of the process—from configuring access, and connectors through different capabilities such as ticketing, and provision management plugins.

This start guide links out to other detailed Overview and "How-To" Configuration Guides, which should be reviewed to develop a deeper understanding of the different features and capabilities of the Moveworks platform.

## Section 1: Access, Administration & Identity

Learn how to access and administer MyMoveworks, configure SSO, manage users, and set roles/permissions.  
**[Read More](/docs/accessing-moveworks-setup)**

**Total Reading Time:** 25 min

### Modules to Configure

| Module                               | Overview Link                                                                                                  | How-To/Configuration Guide                                                     | Est. Reading Time (min) |
| :----------------------------------- | :------------------------------------------------------------------------------------------------------------- | :----------------------------------------------------------------------------- | :---------------------- |
| 1.1: 1-Click Email Login             | -                                                                                                              | <a href="/docs/accessing-moveworks-setup">Guide</a>  | 4                       |
| 1.2: Configure SSO                   | -                                                                                                              | <a href="/docs/sso">Guide</a>                        | 5                       |
| 1.2.1: Update Org Info               | -                                                                                                              | <a href="/docs/general-information">Guide</a>        | 3                       |
| 1.2.2: Configure Roles & Permissions | <a href="/docs/manage-roles-and-permissions-for-moveworks-applications">Overview</a> | <a href="/docs/assigning-roles-using-rbac">Guide</a> | 3                       |
| 1.3: Configure User Identity         | <a href="/docs/ingest-users">Overview</a>                                            | <a href="/docs/mw-setup-identity">Guide</a>          | 5                       |

### Concepts to Learn

* Review the Overview and How-To Guides in the table above to learn how to import and assign appropriate permissions to users in the MyMoveworks administrative application.

<br />

## Section 2: Platform & Built-In Plugin Configuration

Configure system connectors, chatbot surfaces, management of built-in plugins, multilingual support, and Smart Handoff. **[Read More](/docs/platform-configuration-overview)**

**Total Est. Reading Time:** 32 min

### Modules to Configure

<Table align={["left","left","left","left"]}>
  <thead>
    <tr>
      <th>
        Module
      </th>

      <th>
        Overview Link
      </th>

      <th>
        How-To/Config Guide
      </th>

      <th>
        Est. Reading Time (min)
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>
        2.1: Add System Connectors
      </td>

      <td>
        [Overview](/docs/connectors)
      </td>

      <td>
        [Guide](/docs/system-connectors)
      </td>

      <td>
        4
      </td>
    </tr>

    <tr>
      <td>
        2.2: Configure Chatbot Surfaces
      </td>

      <td>
        [Overview](/docs/deploy-bot)
      </td>

      <td>
        [Slack](/docs/slack-bot-setup-guide)

        [Microsoft Teams](/docs/microsoft-365-bot-ms-teams-ms-graph-access-requirements)
      </td>

      <td>
        4
      </td>
    </tr>

    <tr>
      <td>
        2.2.1: Configure Embedded AI Assistant (Web)
      </td>

      <td>
        [Overview](/docs/moveworks-for-web)
      </td>

      <td>
        SSO Setup:
        [ADFS](/docs/moveworks-for-web-general-saml-code-snippet-adfs-configuration)
        [Azure OIDC](/docs/moveworks-for-web-installation-azure-oidc)
        [Okta OIDC](/docs/moveworks-for-web-installation-okta-oidc)
        [Okta SAML](/docs/moveworks-for-web-installation-okta-saml-sso)

        Installation:
        [ServiceNow](/docs/moveworks-for-web-installation-servicenow)
        [Sharepoint Online](/docs/moveworks-for-web-installation-sharepoint-online)
        [Google Sites](/docs/moveworks-for-web-google-sites)
        [Unily](/docs/moveworks-for-web-installation-unily)
      </td>

      <td>
        4
      </td>
    </tr>

    <tr>
      <td>
        2.3: Configure Employee Communications
      </td>

      <td>
        [Overview](/docs/employee-comms-assistant)
      </td>

      <td>
        [Guide](/docs/mw-setup-audience-builder)
      </td>

      <td>
        4
      </td>
    </tr>

    <tr>
      <td>
        2.4: Turn on Plugins via Plugin Controls
      </td>

      <td>
        * <br />
      </td>

      <td>
        [Guide](/docs/plugin-controls)
      </td>

      <td>
        3
      </td>
    </tr>

    <tr>
      <td>
        2.5: Configure Smart Handoff
      </td>

      <td>
        [Overview](/docs/smart-handoff-copilot)
      </td>

      <td>
        [Guide](/docs/how-to-guides-for-handoff-plugin)
      </td>

      <td>
        4
      </td>
    </tr>

    <tr>
      <td>
        2.6: Configure Multilingual Support (MLS)
      </td>

      <td>
        [Overview](/docs/multilingual-support-copilot)
      </td>

      <td>
        [Guide](/docs/multi-lingual-support)
      </td>

      <td>
        4
      </td>
    </tr>

    <tr>
      <td>
        2.7: Configure People Lookups
      </td>

      <td>
        [Overview](/docs/people-places-lookups-copilot)
      </td>

      <td>
        [Guide](/docs/people-and-places)
      </td>

      <td>
        5
      </td>
    </tr>
  </tbody>
</Table>

### Concepts to Learn

* Review Moveworks Data Objects Overview to understand the different objects in the Moveworks platform.
* Review Moveworks DSL languages overview to understand the Moveworks DSL language, what it is used for, and its syntax.

| Module                        | Overview Link                                                         | How-To/Config Guide                                                            | Est. Reading Time (min) |
| :---------------------------- | :-------------------------------------------------------------------- | :----------------------------------------------------------------------------- | :---------------------- |
| Configuration Languages (DSL) | [Overview](/docs/dsl-builder-and-validator) | [Guide](/docs/moveworks-bender-language-reference) | 2                       |
| Moveworks Data Objects        | [Overview](/docs/data-objects)              | -                                                                              | 3                       |

## Section 3: Content Configuration

Configure ingestion of various content sources (internal, external, and file sources). **[Read More](/docs/enterprise-search-overview)**

### Modules to Configure

**Total Est. Reading Time:** 33 min

| Module                  | Overview Link                                                          | How-To/Config Guide                                                           | Est. Reading Time (min) |
| ----------------------- | ---------------------------------------------------------------------- | ----------------------------------------------------------------------------- | ----------------------- |
| Ingestion Platform      | [Overview](/docs/content-ingestion-platform) | -                                                                             | 6                       |
| Retrieval               | [Overview](/docs/live-search)              | -                                                                             | 5                       |
| 3.1: Internal Answers   | -                                                                      | [Guide](/docs/internal-sources-mw-setup)            | 6                       |
| 3.2: Configure FAQ      | -                                                                      | [Guide](/docs/moveworks-setup-faqs)                 | 5                       |
| 3.3: External Knowledge | [Guide](/docs/content-ingestion-platform)    | [Guide](/docs/self-service-external-knowledge)      | 5                       |
| 3.4: File Search        | [Guide](/docs/content-ingestion-platform)    | [Guide](/docs/file-search-self-serve-configuration) | 6                       |

### Concepts to Learn

* Review Moveworks Content Ingestion Platform Overview to understand how Moveworks ingests content.
* Review Permissions Platform Overview to understand the different ways Moveworks supports permissions.

| Module                     | Overview Link                                                          | How-To/Config Guide | Est. Reading Time (min) |
| -------------------------- | ---------------------------------------------------------------------- | ------------------- | ----------------------- |
| Content Ingestion Platform | [Overview](/docs/content-ingestion-platform) | -                   | 6                       |
| Permissions Platform       | [Overview](<* /docs/permissions>)            | -                   | 5                       |

## Section 4: Service Management

Configure ticketing, forms, approvals plugins alongside access permissions for ITSM workflows. **[Read More](/docs/service-management-overview)**

**Total Est. Reading Time:** 21 min

| Module                                                               | Overview Link                                                                     | How-To/Config Guide                                                                                                                          | Est. Reading Time (min) |
| :------------------------------------------------------------------- | :-------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------- | :---------------------- |
| 4.1: Ticketing                                                       | <a href="/docs/concierge-assistant">Overview</a>        | <a href="/docs/how-to-guides-for-ticketing-plugin">Guide</a>                                                       | 5                       |
| 4.2: Forms Plugin                                                    | [Overview](/docs/forms-assistant)                     | <a href="/docs/how-to-guides-for-forms-plugin">Guide</a>                                                           | 5                       |
| 4.3: Approvals                                                       | [Overview](/docs/approval-mirroring)                  | <a href="/docs/moveworks-setup-approvals-settings">Guide</a>                                                       | 6                       |
| 4.4: Permissions (ServiceNow Knowledge & Catalog Item User Criteria) | [Overview](/docs/access-control-platform-permissions) | <a href="/docs/how-to-guides-for-answers-plugin#how-to-mirror-permissions-for-knowledge-from-servicenow">Guide</a> | 5                       |

<br />

## Section 5: Provision Management

Manage group, software provisioning and access account plugins. **[Read More](/docs/provision-management-overview)**

**Total Est. Reading Time:** 14 min

| Module               | Overview Link                                                           | How-To/Config Guide                                                             | Est. Reading Time (min) |
| -------------------- | ----------------------------------------------------------------------- | ------------------------------------------------------------------------------- | ----------------------- |
| 5.1: Access Software | [Overview](/docs/access-software-assistant) | [Guide](/docs/how-to-guides)                          | 4                       |
| 5.2: Access Groups   | [Overview](/docs/access-groups-assistant)   | [Guide](/docs/moveworks-setup-access-groups)          | 5                       |
| 5.3: Access Accounts | [Overview](/docs/account-access-assistant)  | [Guide](/docs/how-to-guide-for-access-account-plugin) | 5                       |

***

## General FAQs

[Moveworks Setup FAQs](/docs/moveworks-setup-faqs)

### Non- US Commercial Implementation Nuances

1. **Chat Interfaces:**
   1. **Microsoft Teams:** You cannot use the App Store installation method for Teams Bots outside of the US, as the messaging endpoint refers to the US Commercial. Instead you will need to follow the [instructions here](/docs/microsoft-teams-bot-non-app-store-setup-guide) to set up an Azure Bot in the organization's Microsoft tenant.
   2. **Slack**: You will need to ensure your messaging endpoint is pointing to the correct tenant.
   3. **Web chat**: You will need to ensure the URL you are iframing points to the correct tenant. For example EU would be: [https://webchat.prod.am-euc1.moveworks.io/movewebchat-client-script.js](https://webchat.prod.am-euc1.moveworks.io/movewebchat-client-script.js)
2. **Moveworks Agent:** The auth and config urls in the `agent_config.mwyml` should refer to your region specific URLs.
3. **My Moveworks SSO Login:** The Login URL for My Moveworks is unique per region. [See the docs here for more details](/docs/troubleshooting-access-to-mymoveworks?isFramePreview=true#what-is-my-login-url-to-my-moveworks) .