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Not an Admin? Invite IT Admin

Payal Arya
  • Updated

Description

The Invite IT Admin feature allows the user who is trying to complete the onboarding to invite another user, who may have the Super User/Microsoft 365 Global admin permissions, to complete the onboarding for the subscription.

NOTE: This option is valid for both Microsoft 365 and Google Workspace subscriptions.

How to access it?

To access the Not an Admin? Invite IT Admin option: 

  1. From the left-hand pane, click Configuration, then select Connect to Microsoft 365.
     NOTE: The options within Connect to Microsoft 365 are only available during the initial setup. Once you have successfully configured your Exclaimer Cloud - Signatures for Microsoft 365 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.
  2. On the right-hand pane, a blue banner appears which states that you need Microsoft 365 Global Admin credentials to continue with the configuration process.   

  3. Click the Not an Admin? Invite IT Admin link. 
    Example:

Inviting an Admin

To allow you to invite an IT Admin: 

  1. When you click the Not an Admin? Invite IT Admin link. 

    The Invite your IT Admin window is displayed.


  2. In the To field, enter the recipient's email address. Please make sure the recipient has the Super User/Microsoft 365 Global Admin permissions to assist you to complete the onboarding for the 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 with the first signature within your subscription. If required, you can edit the wordings to suit your requirement.

    If you have created one or more signatures already, a preview of the first signature in the list will be automatically appended to the Message box.

  5. Click SEND to send an email to the recipient.

    A confirmation window is displayed with the message that the configuration instructions have been emailed to the recipient (IT Admin). 

    Example:


  6. Click 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.