Description
When configuring your Exclaimer subscription for Google Workspace, you must authorize Exclaimer to read user data from your Google Workspace directory and synchronize that user data with Exclaimer. This data is used to populate the contact details in your signature and can be used to control which users get which signature.
Select an option below to view the related instructions:
Enable Access to Google Workspace
How to access it
To access the Enable Access to Google Workspace option during the initial setup:
REQUIRED! You need to use your Google Workspace Super Admin credentials to configure your Exclaimer - Signatures for Google Workspace subscription.
- From the menu sidebar, expand Configuration, then select Connect to Google.
NOTE: Connect to Google is only available during the initial setup. Once you have successfully configured your Exclaimer - Signatures for Google Workspace subscription, this section will not be available. Configuration settings will be found in Manager User Data, Manage Mail Flow and Gmail Signatures. - Under Synchronize User Contact Details, locate the INSTALL button.
The Connect to Google screen.
To access the Enable Access to Google Workspace option after the initial setup:
- From the menu sidebar, expand Configuration, then select Manage User Data.
- Under Enable Access to Google Workspace, locate the INSTALL button.
The Manage User Data screen. The INSTALL button is found in the Enable Access to Google Workspace section.
Enabling Access to Google Workspace
REQUIRED! You need to use your Google Workspace Super Admin credentials to configure your Exclaimer - Signatures for Google Workspace subscription.
To install Exclaimer in Google Workspace:
NOTE: You must be an Owner or Admin to enable access. For more information on permissions, see User Management.
- Select INSTALL.
Select the INSTALL button.
- In the Sign in with Google window, choose an account that has Google Workspace Super Admin permissions.
Choose your Super Admin account when signing in to Google.
- In the permissions prompt, select Allow to grant permission and verify the installation.
The wizard will check for any existing Exclaimer G Suite application installation. The Verifying Application Installation message is displayed.
The verification process message.
- If no existing installation exists, the Google Workspace Marketplace screen for Exclaimer G Suite is displayed. Select Install.
Exclaimer's page in the Google Workspace Marketplace. Visuals may vary depending on Google's Marketplace changes.
- Select Admin install.
WARNING! It is only possible to install Exclaimer using Admin Install. Do not select Individual install.
Select Admin install. Do NOT select Individual install.
- In the Domain wide install window, select Continue to accept the terms and conditions and proceed with installation.
NOTE: It may take up to 24 hours for this app to be installed for your entire Google Workspace domain or organizational unit. - A list of access rights is displayed. This shows which aspects of your software are accessed by Exclaimer. Select the information icon (i) to view details of an access right.
The list of access rights.
- Under Install the app automatically for the following users, select either:
Everyone at your organization to install Exclaimer for all users at your organization
or
Certain groups or organizational units to install Exclaimer only for users you select. - Select the checkbox to consent to the terms of service and privacy policy.
- Select FINISH. Your installation is now complete.
- Select DONE to close the Success window. This returns you to the Synchronize User Contact Details section. The Application Successfully Installed message is displayed and synchronization is enabled.
Synchronize user contact details
How to access it
To access the START SYNC option during the initial setup:
Pre-requisites: You must complete the Enable Access to Google Workspace process to enable synchronization.
- From the menu sidebar, expand Configuration, then select Connect to Google.
NOTE: Connect to Google is only available during the initial setup. Once you have successfully configured your Exclaimer - Signatures for Google Workspace subscription, this section will not be available. Configuration settings will be found in Manager User Data, Manage Mail Flow and Gmail Signatures.
- In the Synchronize User Contact Details section, locate the START SYNC button.
To access the START SYNC option after the initial setup:
- From the menu sidebar, expand Configuration, then select Manage User Data.
- Locate the Start Synchronization section.
The Manage User Data screen. The Start Synchronization section contains the relevant options.
Synchronizing user contact details
REQUIRED! You must have Admin permissions to edit the synchronization options. Editors may only trigger a synchronization. For more information on roles and permissions, see User Management.
To synchronize user contact details:
- EITHER:
Select the Synchronize all users checkbox to synchronize the contact details of all members of your organization with Exclaimer.
OR
In the Synchronize only users in this group, enter the name of a mail-enabled security group. Select a group from the predictive text list. Only users in this group will be synchronized.
WARNING! Synchronizing a group will remove all existing user data for people outside this group. Only one group may be synchronized - add all relevant users to a group before starting a sync.
Enter a group name to enable the predictive text dropdown. Interface appearance may vary.
- Select START SYNC. The synchronization status is displayed in the Synchronize User Contact Details section. Allow up to three hours for a sync to complete.
Next Steps: For users configuration their subscription, once your synchronization is complete proceed to configuring your deployment type: Server-side or client-side.
Have you got a question? Take a look at our Frequently Asked Questions page.