Multi-user setup
Alexey Panteleev
multiple users on your team.
Please follow the steps bellow to set this up properly.
DO NOT ADD OTHER USERS' CONNECTORS IN YOUR OWN ACCOUNT!!!
ADD USER ACCOUNTS AND LET THE USERS CONFIGURE THEIR OWN CONNECTORS!!!
1. Go to Account Settings -> Users and add users there.
2. Once you've created a new user account an email notification will
be sent to the user instructing him/her on how to set the password and
how to login.
They will be able to setup their own
Exchange,Gmail,Highrise,Basecamp,... connectors.
3. The current UI is somewhat inconvenient if you want to setup
the connectors for all your users yourself. You will be Bcc'ed on all
those email notifications if you are the master user of the portal
(1st user registered) and will be able to reset passwords for the new
users and do the setup for them but you will have to login into their
accounts each time.
When adding Highrise,Basecamp,Zoho connectors for your users make
sure to specify their API tokens (or better let them do this) so that
our sync engine connects to those online systems on the user behalf.
This is very important!!!
USE USER SPECIFIC PORTAL CREDENTIALS (API TOKEN) FOR EACH USER!!!
Yoxel
1. Add users
2. Add user's connectors
3. Click 'sync' button for users
4. Check users logs
NOTE: You still want to enter user specific Highrise/Basecamp API
tokens and user specific Google OAuth authrization.
So the use would still need to log into his/her account and enter
those.
-Alexey
Michael Smith
Awesome