Set Up Individual Connect Users for Outlook Integration
For small installations, the Vantagepoint administrator can enter a user's credentials to set up one Connect user at a time. This is useful for testing purposes or in situations where you only need to set up a small number of Connect users for which you know the Outlook credentials. You can set up individual users without Exchange Administration.
Videos: See related videos below
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 Connect Administration is selected under . , on the Overview tab, make sure that
- The individual who is responsible for configuring Connect (selecting the Connect Administration option in ) must have an employee record associated with their user record in . 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 that is associated with a user record in .
- You must create a Client ID and Secret in API Authorization in that is specific to Connect. You only need to generate the secret one time for each integration.
- Windows authentication for the on-premises application requires the use of Vantagepoint OAuth with Vantagepoint Connect.
- If you haven't used a client secret for another integration, you need to generate one in API Authorization (if there are values on that screen you shouldn't generate a new one because that might break other integrations).
To set up an individual Connect user:
Videos
Title | Description |
---|---|
The Vantagepoint Connect add-in with Vantagepoint CRM provides two-way synchronization of your contacts and calendar items with your email application. This tutorial includes videos of the key features of Vantagepoint Connect when used with Outlook. |
|
Learn about the different user and installation scenarios to set up the Connect add-in with Outlook. |
|
Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail. The videos are:
|
- Related Topics:
- Manage Individual Connect Users
After setting up individual Connect users, you can edit their settings, configuration synchronization, or delete the Connect user record if needed.