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Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
addons:mail-addons:installation [2020-04-24 12:41] Claudia Ardelean |
addons:mail-addons:installation [2020-07-15 10:00] Thu Trang Tran Added comments about who is doing what: Customer or Consultant |
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Follow these simple steps to get the mail add-on up and running. | Follow these simple steps to get the mail add-on up and running. | ||
- | ==== 1. API-user ==== | + | ==== 1. API-user |
Create an API-user and [[integration: | Create an API-user and [[integration: | ||
- | {{: | + | | ^ Read ^ Write ^ Add ^ Delete ^ |
+ | | Coworker | X | X | ||
+ | | Company | ||
+ | | Deal | X | X | ||
+ | | Dokument | X | X | X | | | ||
+ | | History | ||
+ | | Person | ||
+ | | Todo | X | X | X | | | ||
- | ==== 2a. Install Outlook add-in ==== | + | ==== 2a. Install Outlook add-in |
There are two ways of installing the add-in for Outlook: | There are two ways of installing the add-in for Outlook: | ||
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* The URL to the manifest file is: https:// | * The URL to the manifest file is: https:// | ||
- | ==== 2b. Install Gmail add-on ==== | + | ==== 2b. Install Gmail add-on |
There are two ways of installing the Gmail add-on: | There are two ways of installing the Gmail add-on: | ||
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- Follow the instructions here: https:// | - Follow the instructions here: https:// | ||
- | ==== 3. Create configuration through admin-page ==== | + | ==== 3. Create configuration through admin-page |
- | In this step the system administrator (NOTE! | + | In this step the system administrator (NOTE! |
* Go to https:// | * Go to https:// | ||
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{{: | {{: | ||
- | * Enter the API-key and URL to the API (observe that the URL shall not contain '/ | + | * Enter the API-key and URL to the API (observe that the URL shall not contain '/ |
https:// | https:// | ||
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* After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected" | * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected" | ||
- | ==== 4. Enter access token in add-on ==== | + | ==== 4. Enter access token in add-on |
* Each user enter the access token through the add-on in Gmail (left picture below) or Outlook (right picture) and save before start using the add-ons. | * Each user enter the access token through the add-on in Gmail (left picture below) or Outlook (right picture) and save before start using the add-ons. | ||
{{: | {{: | ||
- | ==== 5. Calendar synchronization (for Office 365 users) ==== | + | ==== 5. Calendar synchronization (for Office 365 users) |
To use the calendar synchronization feature, each user needs to consent to Lime CRM getting acces to the updates in the users calendar. This is done by clicking the settings button and "Setup sync". | To use the calendar synchronization feature, each user needs to consent to Lime CRM getting acces to the updates in the users calendar. This is done by clicking the settings button and "Setup sync". | ||