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Autotask Outlook Add Ins

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Security and navigation
Ins

SECURITY Manager Administrators and Team Administrators

NAVIGATION Online » Team » Users » + Add a User button

NAVIGATION Online » Team » Deployment » right click a device with a status of Pending admin approval » Create User

When plugged in turn off after. Doing this then shows the power management and sleep options in the area to the right.Under the 'Screen' section, you can use the 'On battery power, turn off after' and 'When plugged in, turn off after' drop-downs to select the time increments that should elapse before the screen is turned off when using battery power or when plugged in. Then click the 'Power & sleep' category at the left side of this window.

This page allows you to add new users to the team one at a time. If you wish to add several users at once, it might be more efficient to Import Users from a CSV file.

About Security Levels

Autotask Outlook Add Ins. On the Add-Ins for Outlook page, browse for the add-in you want by selecting All and scrolling through the list, or search for an add-in by using the Search box. David evaluates a few of the top CRM programs for contractors that he has found most helpful. Try ClearContext Free. To open a module extension, users click on the module's name or icon in the Outlook navigation bar. If the user has compact navigation selected, the navigation bar has an icon that shows an extension is loaded. If the user is not using compact navigation, the navigation bar has two looks. With one extension loaded, it shows the name of the add-in. When more than one add-in is loaded, it shows the word Add-ins. Clicking either will open the extension's user interface. NOTE To create a new folder in Workplace, click Add Folder, enter the name of the new folder in the resulting popup, then click Add Folder. Click Upload and Insert Link. The file will upload. Navigate to the file you wish to upload and click Open. NOTE Files will be uploaded to an automatically created 'Outlook Attachments' project.

Disappearing

Please note that the security level you grant to a user will determine what they can access and do in Online.

If you grant Administrator rights to a user, they can:

These are all useful features that will help your Administrators resolve user issues quickly and ensure business continuity with a minimum of disruption. That said, please carefully consider security when granting Administrator privileges.

How to..

Add a new user
  1. Complete the following fields:
FieldDefinition
First Name/Last Name*Enter the first name and last name of the user.
Email Address*Enter the email address of the user.
Phone NumberThe user's phone number.
User Storage*
(read-only for unlimited plan partners)

Metered plan partners may adjust, if necessary, the amount of storage allocated to the user.

IMPORTANT In order for metered users to back up the data on their device(s), storage must be allocated to them.

Unlimited plan partners will only see a read-only value of Unlimited.

Country*Select the user's country.
Time Zone*Select the user's time zone.
Additional InfoEnter any additional information you wish to record for the user.
This user is an administrator of the TeamSelect this check box if you wish to grant Administrator rights to this user. See About Security Levels, above.
  1. Click Create User.
Add a user photo
  1. Click the Edit Photo link under the user image.
  2. Click Browse.
  3. Navigate to and select the image file you wish to use.
  4. Use the blue square on the image to adjust cropping. A preview appears on the right.
  1. Click Save.
Ins

SECURITY Manager Administrators and Team Administrators

NAVIGATION Online » Team » Users » + Add a User button

NAVIGATION Online » Team » Deployment » right click a device with a status of Pending admin approval » Create User

When plugged in turn off after. Doing this then shows the power management and sleep options in the area to the right.Under the 'Screen' section, you can use the 'On battery power, turn off after' and 'When plugged in, turn off after' drop-downs to select the time increments that should elapse before the screen is turned off when using battery power or when plugged in. Then click the 'Power & sleep' category at the left side of this window.

This page allows you to add new users to the team one at a time. If you wish to add several users at once, it might be more efficient to Import Users from a CSV file.

About Security Levels

Autotask Outlook Add Ins. On the Add-Ins for Outlook page, browse for the add-in you want by selecting All and scrolling through the list, or search for an add-in by using the Search box. David evaluates a few of the top CRM programs for contractors that he has found most helpful. Try ClearContext Free. To open a module extension, users click on the module's name or icon in the Outlook navigation bar. If the user has compact navigation selected, the navigation bar has an icon that shows an extension is loaded. If the user is not using compact navigation, the navigation bar has two looks. With one extension loaded, it shows the name of the add-in. When more than one add-in is loaded, it shows the word Add-ins. Clicking either will open the extension's user interface. NOTE To create a new folder in Workplace, click Add Folder, enter the name of the new folder in the resulting popup, then click Add Folder. Click Upload and Insert Link. The file will upload. Navigate to the file you wish to upload and click Open. NOTE Files will be uploaded to an automatically created 'Outlook Attachments' project.

Please note that the security level you grant to a user will determine what they can access and do in Online.

If you grant Administrator rights to a user, they can:

These are all useful features that will help your Administrators resolve user issues quickly and ensure business continuity with a minimum of disruption. That said, please carefully consider security when granting Administrator privileges.

How to..

Add a new user
  1. Complete the following fields:
FieldDefinition
First Name/Last Name*Enter the first name and last name of the user.
Email Address*Enter the email address of the user.
Phone NumberThe user's phone number.
User Storage*
(read-only for unlimited plan partners)

Metered plan partners may adjust, if necessary, the amount of storage allocated to the user.

IMPORTANT In order for metered users to back up the data on their device(s), storage must be allocated to them.

Unlimited plan partners will only see a read-only value of Unlimited.

Country*Select the user's country.
Time Zone*Select the user's time zone.
Additional InfoEnter any additional information you wish to record for the user.
This user is an administrator of the TeamSelect this check box if you wish to grant Administrator rights to this user. See About Security Levels, above.
  1. Click Create User.
Add a user photo
  1. Click the Edit Photo link under the user image.
  2. Click Browse.
  3. Navigate to and select the image file you wish to use.
  4. Use the blue square on the image to adjust cropping. A preview appears on the right.
  1. Click Save.

Autotask Outlook Add In

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