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Provisioning Tab of the Connect Administration Form for Gmail Integration

Use the Provisioning tab of Connect Administration to activate one or more employee records to use with Vantagepoint Connect. The user records that display on this form come from the Employees hub in Vantagepoint.

Contents

When you provision a user, you specify the Group to which you want to assign the user. The selected group determines the business rules and access rights for the user. See the Set Up Individual Connect Users and Use Groups to Set Up Multiple Connect Users online help topics for details.

After you provision a user, their record is added to the list on the Users tab of Connect Administration.

When you make changes to an employee record in the Vantagepoint CRM Employees hub, if you change an employee's Status to Terminated or Terminated (cannot reactivate), they are automatically removed as a Vantagepoint Connect user and their mailbox will no longer synchronize with Vantagepoint.

Field Description
Employee Number This field displays the assigned employee number.
User Name This field displays the assigned user name.
Email This field displays the email address associated with the employee.
+ Click this button to provision (activate) the user account. The User Provisioning fields display.
Group Select the group to which you want to assign the user. The group determines the business rules and access rights for the user. See the Setting Up and Working With Users and Groups in Gmail Integration topics for details on assigning users to groups.
Mailbox Access Type Select Google with Custom App as the mailbox access type.
Send Welcome Email Select this option to send a welcome message to the user to alert them when they are provisioned.
Actions Use the Actions options to complete various tasks related to the selected user. See the Connect Administration Grid Options help topic for more information.