Set Up Users for Connect for Gmail Integration

The Vantagepoint administrator can enter a user's credentials to set up one Connect for Gmail Integration user at a time. This is useful for situations where you only need to set up a small number of individual users.

Prerequisites:

• To use Connect, the Vantagepoint application must be exposed to the internet via a publicly facing URL. If your network or firewall is configured to only allow certain IP addresses to access Vantagepoint, it will be necessary to add Connect IP addresses to the Allow list. See the Troubleshoot Synchronization and Connect Add-in Issues for Gmail or Troubleshoot Synchronization and Connect Add-in Issues for Outlook help topics for the list of IP addresses.
• The security role for the individual who is responsible for configuring Connect must have access to Connect Administration. In Settings > Security > Roles, on the Overview tab, make sure that Connect Administration is selected under Utilities > Integrations.
• The individual who is responsible for configuring Connect (selecting the Connect Administration option in Utilities > Integrations), must have an employee record associated with their user record in Settings > Security > Users. The employee record must also have a valid email address.
• Each employee who will use Connect must have an employee record that includes an email address and is associated with a user record in Settings > Security > Users.
• Windows authentication for the on-premises application is not supported with Vantagepoint Connect.
• You must have a Client ID and Secret in API Authorization in Utilities > Integrations. You only need to generate the secret one time, for all integrations. If you generate a new secret at any time after setting your secret initially, all integrations using the old secret will be broken until you refresh your access token for those integrations.

To set up an individual Connect user:

1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect Administration.
   If you are logged in as the user that you are provisioning, skip to Step 5.
2. On the Connect Administration form, click the Provisioning tab.
3. Locate the user that you want to provision and click + to provision (activate) the account.
4. Complete the User Provisioning fields on the form and click the Provisioning button.
5. In the Provision Result grid, click the user name.
   The Users tab opens and displays the selected user.
6. Click the Email Configuration tab and select Google with Custom App as the Mailbox Access Type.
   The Gmail address automatically populates in the Email field.
7. Enter the user name for the mailbox or copy the email address into the User Name field if it is the same.
   This might be your email address but could be your Domain/User Name.
8. Depending on whether or not your user account is set up for two-factor authentication, select one of these actions:
   • If you do not use two-factor authentication, enter the password for your email account.
   • If you use two-factor authentication, enter the App Password.

     To set up the App Password, go to Settings for your email box. See the following article for additional information: https://docs.microsoft.com/en-us/azure/active-director/user-help/multi-factor-authentication-end-user-app-passwords.

9. Click Save.
   The user and email are configured.
10. If you have not yet done so, Install the Vantagepoint Connect for Gmail Add-in.
11. The user logs in to Vantagepoint from the Gmail add-in.
12. From the Settings menu, select Force Synchronization.