Groups Tab of Connect Administration Form for Outlook Integration

This tab displays the groups that have been created and authorized to use Vantagepoint Connect. Groups are used to configure and manage several Connect users together.

Contents

The Groups tab lists the names of each group, their associated mailbox access type, and the group's synchronization status. While using this tab, you can also create groups, edit their associated information, and assign users to groups. See the Use Groups with Connect online help topics for details on creating groups, assigning users to groups, and other information.

The Groups tab includes the Users, Statistics, Activity, and E-Mail Configuration sub-tabs.

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.

Much of the information for Vantagepoint Connect is entered using the tools and grid options on the form. For more information, see Connect Administration Tools and Connect Administration Grid Options.

Field Description
Name This field displays the Name and an External ID for the group. If you are entering a new group, an ID field also displays. Once you enter and save the name and ID, the ID cannot be changed.
Mailbox Access Type This field displays the Mailbox Access Type as specified on the E-Mail Configuration sub-tab when you create the group. Options include:
  • Microsoft Exchange Direct Logon: Use the Exchange Web Services (EWS) URL to provision a group of Vantagepoint Connect users at one time. This method requires deployment by the system administrator and for each user to enter their Outlook username and password when logging into Connect.
  • Microsoft Exchange Impersonation: Use Microsoft Exchange Impersonation to create a service account to manage Exchange connectivity. When using Exchange Impersonation, the user never shares their password with Connect and their Outlook password never needs to be updated in Connect Sync Options, unless the Microsoft token expires (which is rare because of the length of time specified for the token).
  • Office 365 OAuth: Use multi-factor authentication to provision many users at one time who can use their Microsoft Office 365 credentials to automatically log into Outlook.
Synchronization Status This field displays the synchronization status, either enabled or disabled, for the selected group.
Actions Use the Actions options to complete various tasks related to the selected group. See the Connect Administration Grid Options help topic for more information.