CBX and Gmail Extension

Manage Gmail Extension Users

Written by Amanda | Jun 14, 2022 9:57:20 PM

 

 

 

 

To Manage Users:

 

  • Login to Real Synch and click the + Add CBX button on the dashboard:

  • Click the ellipsis on the far right side of your active CBX and select User Options:

 

 

 

From the User Options view you can:

 

  • Invite a User: click the dropdown in the Action column and select Grant Access.

  • Revoke a User's Access: click the dropdown in the Action column and select Revoke Access.

  • Resend an Invite: click the dropdown in the Action column and select Resend Invite.

  • Add a Custom Message to the invitation: this is an optional feature:

 

Note: Ensure you click the green Submit button at the bottom of the view prior to exiting the window.

 

 

 

CBX Onboarding

 

Install Gmail Extension

 

Getting Started with the Gmail Extension