Integrating Lever360 with Email
To provide a clear and concise step-by-step guide for team members to successfully integrate Lever360 with their email accounts (Gmail or Outlook) while avoiding common pitfalls and ensuring accurate setup.
Video Explainer - Outlook and Gmail Integration Set-up
Cautionary Notes
Do Not Access "Company Settings" -> "Gmail/Outlook Setup": Avoid going into Company Settings or the Gmail/Outlook setup as these are just for the initial setup process and may lead to errors.
Email Provider Limitation: Ensure you are using either Gmail or Outlook, as other email systems are not supported.
Key Steps
Access User Settings:
Log in to your Lever360 account.
Navigate to the Settings menu.
Select User Settings.
Choose Email Provider:
Click on Authorize with Google if your email is through Google.
Click on Authorize with Outlook if your email is through Outlook.
Note: Other email systems are not currently supported.
Initiate Authorization:
Select the email account you wish to integrate.
If prompted, click on Advanced.
Click on the link to GoToLever360.com to proceed with the integration.
Complete Integration Process:
Follow the prompts to continue the integration.
Review the permissions and features that will be integrated. This typically includes:
Sending emails from Lever360 to customers.
Viewing existing email messages related to jobs.
Finalize Integration:
Click Continue to complete the integration.
Confirm that the integration is successful and you can now send emails from Lever360 using your email address.
Monitor Integration Expiration:
Be aware that the integration will expire in six months. Set a reminder to renew the integration before it expires.
Cautionary Notes
Do Not Access "Company Settings" -> "Gmail/Outlook Setup": Avoid going into Company Settings or the Gmail/Outlook setup as these are just for the initial setup process and may lead to errors.
Email Provider Limitation: Ensure you are using either Gmail or Outlook, as other email systems are not supported.
Tips for Efficiency
Set Reminders: Use calendar reminders to check the integration status and renew it before the expiration date.
Documentation: Keep a record of the integration process and any issues encountered to improve future setups.
Stay Updated: Regularly check for updates or changes in the integration process communicated by Lever360 to ensure compliance with the latest procedures.
By following these steps, team members can effectively integrate Lever360 with their email accounts, minimizing misunderstandings and maximizing productivity.
Link to Loom
Support
For further assistance:
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: Lever360 Documentation
🚀 Now you're ready to collect on-site signatures like a pro!