🔐 Admin Only 🔐

So your org has changed their domain...which means email addresses have changed too. We understand this process has a lot of moving parts. (Seriously, we've been there!) Here you will find complete instructions on making those changes within Intelligence360 to ensure your historical data sticks around and new data is included going forward.

Ensuring everyone's new email addresses are integrated into the Platform is necessary to continue polling for data through your Google or Office365 integrations, like emails and meetings. To do this we'll need to add a new team domain, add your users new email addresses and update your integration for everyone.

1. Add new Team Domain

   1. Go to Settings

   2. Team Settings

   3. Add new domain to team domain (check out Team Domains to learn more)

       

      

    

2. Add Email Alias for all Users

   1. Go to Settings

   2. Under User Management, select Users

   3. Select an individual User

   4. Add an email alias (you can learn more about aliases here)

   5. Repeat this process until all users with new email addresses using your new domain have an alias with their new email

      

       

3. Update Integration

To ensure the integration with your email provider continues to pick up data with the new email addresses we need to update the integration. This is done two ways based on whether you are a service account user or not, you can learn more about service accounts here. We recommend enabling the service account when possible to simplify making changes across your org but we know sometimes the service account is not an option for an org based on their internal processes and security needs.

If your org isn't currently using a service account but can, we recommend switching to a service account before completing the next section. (If you do switch, maybe give it a day to update before moving forward to make sure everything's been updated.)

• Service Account Users

  • Go to: Settings > All Integrations > Select your integration ( Google or Office365)

  • Click the User Management tab

  • Select the dropdown next to each user and select the new email to be set as the integration email

  • Repeat this process for all users that will be using the new domain email address

  • Click Save

    

     

• Non Service Account Users

  • Go to: Settings > All Integrations > Select your integration ( Google or Office365)

  • Click the User Management tab

  • Click the three dot menu next to a user's name and select Delete Integration

  • Repeat this process for all users that will be using an email address with the new domain

  • Once all individual integrations have been deleted, each user will need to set up a new integration (this is the benefit to a Service Account, admins can do this in one place)

  • We recommend letting your users know they will need to check their actions feed and complete the new Google/Office 365 action. You can share Setting up the Google Integration or Setting up the Office365 Integration with your users if they need some guidance.