Complete setup
What the Setup page asks of you, which steps hold up new work, and what acknowledging, connecting and requesting a license record.
Complete setup lists everything June or your workspaces need from you before you start new work: privacy notices that apply to you, connections a workspace requires, a license request, and a few suggestions. It lives at /dashboard/onboarding on the web. The page is called Setup in the app. In the iPhone app it opens as its own screen.
Reading the page
The large card at the top is the one thing to do now. It names the step, says in a sentence why it matters, and has one button that does it, such as Read and confirm or Reconnect Microsoft 365. When that step is done, the card moves on to the next one.
The line under the title, for example "2 of 5 done", counts the required steps that are due now. Suggested steps, the license and documents that take effect later do not count.
Your steps below the card lists every required step on one line, grouped by where it applies: For you, then each workspace by name. Choose a line to bring that step into the card, for example to fix a connection before reading a notice. Back returns the card to the next step. Finished steps are folded away; Show completed brings them back, and a finished document can still be read from the card.
If the remaining steps wait for an administrator to choose a connector, the card says so instead of offering a button. The iPhone app cannot choose connectors: an administrator there is asked to choose them in June on the web.
Everything optional sits under Optional, after your steps: suggested connections, the license request and suggestions such as June for iPhone.
When setup opens
June opens setup by itself when you sign in, or when a new required step appears while you work: a changed requirement, a new notice version, or a connection that stopped working. It opens once for each new required step in a sign-in. Choose Not now to go back to where you were; you can keep reading your chats.
While a required step is open, the sidebar shows a Complete setup entry (Home in the iPhone app). Pages that help you finish setup open without interruption, among them documents, integrations, support and settings.
Required and suggested steps
Each step says whether anything waits on it.
| Step | Where it appears | What waits on it |
|---|---|---|
| A privacy notice or other document for you | Your steps, under For you | New work everywhere, once the acknowledgment is overdue |
| A connection the workspace marks Mandatory | Your steps, under the workspace's name | New work in that workspace only |
| A connection the workspace marks Suggested | Optional | Nothing |
| License request | Optional, with the workspace's name | Nothing; it waits for that workspace's required steps |
| Suggestions, such as June for iPhone | Optional | Nothing; choose Dismiss to hide one |
| Company agreements | One line under the workspace's name | Nothing you do; your company's administrators handle them |
A paused workspace still lets you read existing chats and reach setup, integrations and support. Other workspaces with nothing open keep working.
In Slack, a message that would start new work in a paused place gets a private reply with a link to setup instead of an answer. June does not post about your setup in a channel.
Documents for you
Choose Read and confirm, read the document, then choose I acknowledge receipt. June records that you received exactly the version you read. Acknowledging receipt is not consent to a particular use of your data; see Security and privacy for how notices and versions work.
A notice marked as taking effect later can be read now; nothing waits on it until it is due.
Connections a workspace requires
An organization can require specific connectors, for example Microsoft 365 or one of the MCP servers it offers. Another organization can require something else. A requirement never limits which other connectors you add; the usual connection rules still apply.
Choose Connect to authorize your own account. In the iPhone app, sign-in opens in the browser and setup picks up the result when you return. June then checks the connection itself; a connection only counts once June has verified that it works and includes the access the workspace asks for. June checks again when you return to the app and from time to time while you use it.
| What the step says | What to do |
|---|---|
| Not connected | Choose Connect |
| Missing access | Choose Reconnect and allow the access the provider asks for |
| Needs reconnecting: the connection stopped working | Choose Reconnect |
| Couldn't verify: June can't verify the connection right now | Choose Check again in a few minutes |
| Not configured: an administrator still needs to choose the connector | Ask your organization's administrator |
Couldn't verify is not the same as Needs reconnecting, so the step offers Check again instead of Reconnect. After Check again the step says June is checking, and it updates by itself once June verifies the connection. If June still can't verify it after a short while, the step says so and stays open; it never counts as done until June has verified the connection. Contact support if it keeps happening.
Removing a connection, or losing access to it, reopens the step.
Getting help while setup is open
The bottom of the setup page links to Contact support and, on the web, Your connections, whatever setup still asks for. Settings, sign-out, your chats and your documents stay open too. In the iPhone app, Contact support opens support over the setup screen.
Requesting a license
When a workspace's required steps are done, choose Request license or Record request. This tells your company you would like a license. It does not charge you, start a paid license or change what you can do in June. A request that needs approval goes to whoever can fund the workspace, and approval changes none of this either: the row then shows Recorded, not an active license.
When steps reopen
Completed steps keep a green check under Show completed. A step opens again when something it depends on changes: a new required version of a notice, an edited workspace requirement, or a connection that needs repair. When nothing is open, the card says You're all set and Continue takes you back.
For administrators
People allowed to configure an organization's setup edit it from the Requirements link on the organization's page. See Organizations for adding, editing and disabling requirements.