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addons:mail-addons:installation [2020-07-15 10:00]
Thu Trang Tran Added comments about who is doing what: Customer or Consultant |
addons:mail-addons:installation [2020-08-21 10:20]
Thu Trang Tran Adding more clarification and pictures |
| - Follow the instructions here: https://support.google.com/a/answer/172482?hl=en | - Follow the instructions here: https://support.google.com/a/answer/172482?hl=en |
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| ==== 3. Create configuration through admin-page //Customer or Lime Consultant// ==== | ==== 3. Create configuration through admin-page //Customer// ==== |
| In this step the system administrator (NOTE! This is often done by Lime consultants together with our customer's administrator/superuser) create a configuration for the mail add-ins using the API-key (together with the API-URL) that previously has been created. | In this step the system administrator (NOTE! A Lime Consultant can assist the customer's administrator in this step) create a configuration for the mail add-ins using the API-key (together with the API-URL) that previously has been created. |
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| * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address). | * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address). |
| * Enter the token that was sent to the administrator/superusers e-mail address. You dont need to save the token. Next time you need to log-in you can receive a new token to use. | * Enter the passcode that was sent to the administrator/superusers e-mail address. You dont need to save the passcode. Next time you need to log-in you can receive a new passcode to use. |
| * Go to the "Configuration" tab and press "Create new". | * Go to the "Configuration" tab and press "Create new". |
| | {{:addons:mail-addons:configuration0.png?direct&800|}} |
| {{:addons:mail-addons:configuration.png?direct&800|}} | {{:addons:mail-addons:configuration.png?direct&800|}} |
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| * Save the configuration. | * Save the configuration. |
| * Go to the tab "Coworkers". All coworkers are listed and from here you can select the coworkers that are supposed to use the add-on. | * Go to the tab "Coworkers". All coworkers are listed and from here you can select the coworkers that are supposed to use the add-on. |
| | {{:addons:mail-addons:configuration_coworkers.png?direct&600|}} |
| * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected". A unique access token is created per user and each user will receive the token together with instructions through e-mail. | * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected". A unique access token is created per user and each user will receive the token together with instructions through e-mail. |
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