Control panel gmail11/24/2023 To invite multiple users simply enter multiple emails (each divided by a single space) in the invite field. To invite a new user click on the “Invite Users” button in the licenses panel and enter the user’s email. If you wish to consolidate licenses, please contact customer support at Any additional licenses that you have permission to access are accessible via the drop-down menu. To switch between licenses, click the drop down arrow on the license button. The current license being viewed is displayed, the number of purchased seats, the plan type (Starter or Closer), the last four digits of the credit card associated with the license for renewal purposes, the Billing Contact, how many people are currently Trial Users on the license, and the renewal date. The top of the window displays basic information about your license. Switch between your org licenses, should you have more than one The Licenses tab, found at the top left of your Account Dashboard webpage, allows you to: You can also go to the Dashboard directly from your Cirrus Insight side panel by clicking on the Wrench icon.Ĭhoose the Account Information from the Settings options.Ĭlick on the Manage My Account button to open your Account Dashboard window. To access the Account Dashboard directly go here. You can activate and deactivate users, add new seats, configure preferences, and update your billing info. The Account Dashboard allows you to manage all users within your Cirrus Insight license and/or Salesforce organization. Alternatively, you can deploy Cirrus Insight as a group policy on Chrome by using the steps in this guide. ![]() To deploy Cirrus Insight to your users as a Google Admin, please see this guide. Installing Cirrus Insight for Gmail as a Google Admin The next section will discuss the Account Dashboard webpage in-depth. ![]() You can also use the Account Dashboard to invite users. You can add seats at any time through the Account Dashboard. If your users are on an Org ID associated with a purchased Cirrus Insight plan, they will be automatically allocated to an open seat on the plan. If all of your seats are occupied, you will receive an automated email asking you to purchase additional seats. Most organizations will sign in via the Sign in to Salesforce button. They’ll need to click on the Sign In to Salesforce button to log in to Cirrus Insight.Ī pop-up window with Salesforce sign in options will display. They will now see the new Cirrus Insight pane on the right side of their Gmail inbox. ![]() Users will see a confirmation message and will click the Go to Gmail button. Your users will click the Add Extension button. ![]() To deploy Cirrus Insight to your users, they will want to visit from Chrome and click the Get Started button. To view features available to users, see the Cirrus Insight for Gmail User Manual. If you support users at your organization, then this Admin Guide is for you. This guide provides information for Cirrus Insight Administrators.
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