Invite my IT Admin

Description

A Welcome to Exclaimer window is displayed when you create a new subscription and launch it.

Once a (new) subscription is created, you need to configure a connection between Exclaimer and your email system - this can either be Microsoft 365 or Google Workspace. To configure a connection, you need Global Admin (Microsoft 365) or Super Admin (Google Workspace) rights.

In the Welcome to Exclaimer! window:

• If you have Admin rights, select I have admin rights and follow the on-screen instructions.
  
  
• If you do not have Admin rights, select Invite my IT Admin to invite your IT Admin to complete the onboarding on your behalf, for your subscription.      

How to access it

To access the Invite my IT Admin option: 

• The Welcome to Exclaimer! window is displayed only when you create a new subscription and launch it.
  
  
  _{The Welcome to Exclaimer! window.} 
  
  - Select Invite my IT Admin.
  
  OR
  
  
• From the menu sidebar, select Configuration, then select Connect to Microsoft 365 or Google Workspace.
  
  NOTE: The options within Connect to Microsoft 365 or Google Workspace are available only during the initial setup. Once you have successfully configured your subscription, this section will not be available. 
  
  If required, you can edit the configuration settings via Manager User Data, Manage Mail Flow, Outlook Signatures and Exchange On-Premises.
  
  
  - A blue banner appears which states that you need Microsoft 365 Global Admin credentials to continue with the configuration process.   
  
  - Select the Not an Admin? Invite IT Admin link. 
  
  
  _{Example of a Google Workspace subscription.}

Inviting an Admin

To invite an IT Admin: 

1. Select Invite my IT Admin.
   
   
   _{Select Invite my IT Admin option.} 
   
   NOTE: The Welcome to Exclaimer! window is displayed only when you create a new subscription and launch it.
   
   The Invite your IT Admin window is displayed.
   
   
   
   _{Invite your IT Admin window.} 
2. In the To field, enter a valid recipient's email address. Please make sure the recipient has Global Admin permissions to complete the onboarding for your subscription.
   
   
3. In the Subject field, by default, a pre-populated text is displayed. If required, you can edit the wordings to suit your requirement.
   
   
4. In the Message box, by default, a pre-populated text is displayed. If required, you can edit the wordings to suit your requirement.
   
   If a signature template has been setup for you from within the visual trial experience, then your signature will be included in the message. 
   
   
5. Select Send to send the email to the recipient.
   
   A confirmation window displays a message informing the recipient (IT Admin) that the configuration instructions have been emailed.
   
   
6. Select Done to close the window.
   
   
   _{Example of the email sent to the IT Admin.}

The IT Admin will receive an email with a video explaining how to configure the email system.