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Integrations Guide

This guide explains the Integrations section under the menu. It outlines how Users and admins can integrate platforms like Google Meet, Google Calendar, and Zoom Meet to enhance scheduling, communication, and collaboration.

🎯 Overview​

The Integrations module allows:

  • Connecting third-party calendar and video conferencing tools
  • Enabling seamless scheduling and meetings across platforms
  • Admins to invite teammates to the system via email
  • Both users and admins to manage integration access

The interface includes:

  • Integration Cards for Google Meet, Google Calendar, and Zoom Meet
  • Invite Teammates panel (Admin only)

Here’s a visual sample from the Admin panel:

![Integrations Interface - Admin View]

👤 User View​

Integrations Interface - User View In the User View, User can:

  • Integrate their own Google Meet, Google Calendar, and Zoom Meet
  • Follow an authentication process to connect accounts Integrations Connect Interface - User View

📝 How to Integrate:​

  1. Toggle the switch for Google Meet, Google Calendar, or Zoom Meet
  2. You will be prompted to sign in with your Google account
  3. Choose the account you wish to connect
  4. Follow the prompts and grant the necessary permissions
  5. Integration is complete once the toggle shows "on"

✅ Users can only manage their own integrations
❌ Users cannot view or control integrations for others

🛠️ Admin View​

Admins have extended access to manage user integrations and invite new teammates.

🎛️ Features Available to Admins:​

  • View integration status for all users
  • Add or remove integrations for any team member
  • Use the Invite Users button to onboard teammates

👥 Invite Teammates Panel​

Clicking Invite Users opens the Invite Teammates dialog. Integrations Interface - User View

Required Fields:​

  • Emails – Comma-separated list of teammates to invite
  • Department – Select the department (e.g., HR Department)
  • Designation – Select a role (e.g., Senior HR Executive)
  • Assign GM – Assign a General Manager or supervisor

✅ Click Send Invite to issue the invitation
🛑 Use the X icon to close the dialog without sending

Invited User will recieve Invitation Email

📋 Admin Controls and Filters​

At the top of the Integrations page:

  • Use the Search Users dropdown to filter by "All (Users)" or individual users
  • Monitor which users have enabled integrations
  • Assist users who encounter integration issues

💡 Best Practices​

  • ✅ Ensure users connect the correct Google account during integration
  • 🔒 Follow internal IT policies before enabling third-party tools
  • 🧭 Periodically audit integration status for all Users
  • 📨 Use Invite Users to keep system access organized

That’s all for the Integrations module! This tool brings platforms together for smarter scheduling and collaboration. 🔗📆💬

🧠 Frequently Asked Questions (FAQ)​

1. Do I need a Google or Zoom account to integrate?
Yes, you must have an active Google or Zoom account to enable respective integrations such as Google Meet, Google Calendar, or Zoom Meet.
2. Can I integrate more than one calendar or meeting platform?
You can connect each available platform (Google Meet, Google Calendar, Zoom Meet), but only one account per platform is supported at a time.
3. What if I accidentally connected the wrong account?
Disconnect the integration by toggling it off and then reconnect using the correct account.
4. Can Admins see which users are integrated?
Yes, Admins can monitor integration statuses and assist users via the Admin dashboard.
5. Do integrations affect other users on my team?
No, each user’s integration is private. Users can only manage their own connections.
6. What if a user faces issues during integration?
Admins can help troubleshoot by checking the user's integration status or suggesting a re-authentication process.
7. What permissions are requested during integration?
The system requests access to your calendar and video meeting settings to allow event creation and meeting links. You must approve these during the sign-in flow.
8. Can I remove an integration after connecting it?
Yes, simply toggle off the integration to disconnect it at any time.
9. Will users be notified after Admin invites them?
Yes, users will receive an invitation email with instructions to join and complete their integration setup.
10. Is there a way to filter users by integration status?
Yes, Admins can use the Search Users dropdown and filters at the top of the page to view and manage integrations more efficiently.

🔗 Summary​

The Integrations module streamlines collaboration by connecting your favorite productivity tools with the system. Whether you're a user managing personal connections or an administrator overseeing team integrations, this guide provides the framework for successful platform integration and team management. For additional support or feature requests, contact your system administrator or IT support team.