Install the Custom Google App in Each User's Gmail Account

After configuring Connect for your Google Workspace account, you must download the custom Google app in each user's Gmail account.

Prerequisites:

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

You must also Configure Connect in Vantagepoint for Your Google Workspace Account.

To install the custom Google app in a user's Gmail account:

  1. Click the following link: Chrome Web Store and select Add to Chrome.
  2. Click Add extension when prompted.
  3. In Vantagepoint Settings > Security > Roles, select Sync Options under Utilities > Integrations > Connect to give all provisioned Connect users access to Sync Options.
    For detailed information on setting up users, see the procedures for Setting Up and Working With Users and Groups in Gmail Integration.
  4. Have each provisioned Connect user complete the following steps to log in for initial use:
    1. Log in to the Vantagepoint application and click Utilities > Integrations > Connect .
    2. Click Sync Settings.
    3. Click the icon in the Mail Server Connection Status field.
    4. Click Change. A pop-up displays for you to log into your Gmail account.
    5. Select your account, enter your Gmail password, and click Allow to grant Vantagepoint access to your Gmail account. A message displays to indicate that you have successfully signed in and you are returned to Vantagepoint. The Connect Sync Options screen updates to display Google Access.
    6. Open Gmail in your Chrome browser.
      The Vantagepoint Connect Context pane displays with the Deltek Instance URL and database name prefilled. If you do not see the pane, open it by clicking the Connect for Gmail logo icon that you uploaded in the Google Cloud platform. See the Download and Save the Custom Connect for Gmail Logo help topic for more information.
    7. Enter your Vantagepoint User ID and Password and then click Sign In.
      After the user is configured, they will only need to click the Connect for Gmail logo icon and enter their Vantagepoint credentials to log in to the Connect context pane.