Assign Users to a Group for Outlook Integration

Use the Groups tab to create groups of Connect users who have similar requirements. You can assign rights to each group.

Prerequisites:

To view the prerequisites and required settings for the Connect for Outlook add-in, see Connect for Outlook Prerequisites and Required Settings.

  • Groups must be created on the Groups tab. See the Set Up Connect Groups help topic for more information.

To assign users to a group:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect .
  2. On the Connect Administration form, click the Provisioning tab.
  3. From the Groups drop-down list, select the name of the group to which you will assign the user(s).
  4. Select the name(s) of the user that you want to add to the group.
    You can use the filter to locate names in the grid.
  5. To provision users, complete one of these actions:
    • For a single user, click + Provisioning on the grid row containing the user name. The User Provisioning fields display. Click Activate Selected to complete the activation.
    • For multiple users, select the checkbox next to the rows containing the user names. After all users are selected, click Activate Selected to complete the activation and display the Provisioning Multiple Users fields.
  6. When the Provision Result grid displays, check the Provisioning Results column to verify the success of the user activation.
    • If the process was successful, the user names display on the Users list on the Groups tab when this group is selected.
    • If the process was not successful, review the details provided in the Message column to determine the reason.