Managing Organizations via the Admin Panel¶

Important

To use Revenue Inbox Admin panel, special access permissions are required. To request the permissions for your organization, contact Revenue Grid support team by email. Please note that Admin panel access is only granted to Enterprise customers: the Panel provides tools for managing a big number of end users and some of its key settings it includes duplicate Revenue Inbox Customization and Sync settings on Admin level

In Revenue Inbox Administration Panel context, an Organization is a group of Users with shared basic settings which cooperate in a shared Salesforce space.

The Organizations tab of Administration Panel provides mechanisms for defining synchronization configuration for an Organization.

Note

In the current implementation there is no way to limit the access rights for Admin Users, so an assigned Admin User can manage users in all Organizations locally

Organizations List View¶

On the Organizations tab, you can see the following columns:

ID (this column is hidden by default)
Name
Mailbox Access Type
Synchronization Status
Actions

A filter by each column can be applied to the list. To do that, click the Expand more icon next to a column name and select the action you need:

Sort Ascending
Sort Descending
Remove Sort
Hide Column

Click the ☰ (Menu) icon on the right to add or remove columns; you can also clear all filters by selecting the Clear All Filters item in this menu.
Note that no bulk actions can be performed on Organizations.

If synchronization is enabled and running, organization info on the list is displayed in black font color. If synchronization is not set up or is suspended for the whole Organization – it is displayed in red font color.

Via the Organizations tab you can perform the following tasks:

Create Organizations
View and edit Organizations’ details
Delete Organizations

Creating Organizations¶

To create an organization:

1. Go to the Organizations tab

2. In the upper right corner of the page, click New

3. Do the following:

3.1. Fill in the Name field
3.2. Fill in the External Id field (the value becomes read-only and cannot be changed later)
3.3. From the Mail Access Type picklist, select the access type used for the organization:

4. Click Save in the upper right corner to complete Org creation

Editing Organizations¶

To modify an organization:

1. Go to the Organizations tab

2. To edit or view an Organization, select one from the list; the following detailed information will appear:

3. Edit the necessary Org parameters
4. Click Save

Viewing Organization Subtabs¶

There are the following subtabs on the Organizations tab which contain relevant sets of actions.

Note

The columns in the subtabs can be added or removed via the columns actions picklist summoned by clicking the ☰ (Menu) icon.

Users – the subtab displays the list of users which belong to the organization¶

The subtab includes a number of columns (these can be added or removed via the menu summoned by clicking the ☰ (Menu) icon).

Name
E-Mail for Notifications
Organization
Plan
Account Logon
Synchronization Disabled
Mailbox Status
Created On
Actions. The following actions are available:

	Edit User. Access and edit the User.
	Delete. Delete the User. Please note that Users with initialized mailbox cannot be deleted.
	Enable Synchronization. Enable synchronization for a User.
	Disable Synchronization. Suspend synchronization for the user. If the synchronization is suspended for an ordinary User, it can be resumed from the User Dashboard.
	Force Synchronization. Standard synchronization interval is set to 30 minutes. The user can manually trigger synchronization outside of the standard sync schedule by selecting the Force Synchronization action, but no sooner than 1 minute after the last attempt to trigger a sync. This is done to avoid service overload in case of multiple consecutive “Force sync” requests.
	Reset Mailbox. Request Revenue Inbox to remove user customization and keep synchronization disabled. Once synchronization is enabled again, the first synchronization attempt will apply customization to the user’s mailbox.
	Check User's Exchange Impersonated Access. Appears if Exchange Impersonation is set up for a user; initiates a check of impersonated mailbox access.

Disabled Due To An Error (hidden by default)
Updated On (hidden by default)

Defining Special Synchronization Settings for an Org¶

In the latest Revenue Inbox updates it is possible to push specific synchronization settings to all users of an Org, or to groups of users and individual users within an Org; the users can be allowed or disallowed to adjust these settings. If you need to preset individual sync settings to different users in your Org, send us a corresponding request to our Support team.

Statistics – the subtab displays statistics about the last synchronization session for each User in the Organization¶

You can check all the details about the item you need by clicking it or the Open Job icon under the Actions column. The subtab has the following columns that can be added or removed via the menu summoned by clicking the ☰ (Menu) icon:

Job ID (hidden by default)
User
Synchronization Start Date
Synchronization End Date
Status
Synchronization Scope
Changes
Issues
Error Category (E Category)
Error Source (E Source)
Message
Exception (hidden by default)
Actions. The following actions are available:

	Download Logs. Click this icon to download the session-related log (in a .zip archive).
	Open Job. Select this icon to open a session’s description and details. Check the corresponding topic for details.

Activity – this subtab displays system activities for the current organization¶

To export the data with detailed activities information to a CSV file, click the Export to CSV button above the second column. Wait until the file downloads and then you may open it in Microsoft Excel.

Possible activity types are:

Organization is created
Organization’s synchronization is enabled
Organization’s synchronization is disabled

The subtab has the following columns that can be added or removed via the menu summoned by clicking the ☰ Menu icon:

Date
Changed By
Type
Actions. The following action is available:

Download Logs. Click this icon to download the session-related log (in a .zip archive).

Changed By (ID) (hidden by default)

The Activity subtab has the number of rows to show box above the Actions column. The possible values scope is from 0 to 2000. Entering ‘0’ will display all existing rows for selected Organization; ‘60’ is the default value. After setting a value click the blue Refresh button next the box to apply the change.

Email Configuration – displays the type of users’ access to mailboxes.

When a new organization is created, specify the type of mailbox access to be used for its users. When the access type is selected and configured, it is applied to all users in the organization. The users can only use the defined type to access their mailboxes.
When a new Organization is created, specify the type of mailbox access to be used for the Organization’s Users. When the access type is selected and configured, it is applied to all Users in the Organization. The Users can access their mailboxes only using the chosen access type.
You can edit the user’s name and mailbox settings which were specified during the provisioning process or defined by the organization which the user belongs to.

Configuring Connection Type for an Organization¶

Tip

Also see this article for information on all available Revenue Inbox full deployment scenarios

As new mailbox compatibilities and deployment scenarios are implemented, more options are added to available Mailbox Access Type options:

Microsoft Exchange basic authorization (EWS API) - End User logon
Microsoft Exchange basic authorization (EWS API) - Impersonated logon
Microsoft 365 OAuth (EWS API) - End User logon
Microsoft 365 OAuth (Graph API) - End User logon
Microsoft 365 OAuth (EWS API) - Impersonated logon
Microsoft 365 OAuth (Graph API) - Impersonated logon
Google Direct Logon
Google Service Account

Microsoft Exchange basic authorization (EWS API) - End User logon¶

The typical scenario where the end users enter their Exchange logon credentials in RI Sidebar to activate the Sync engine.

Microsoft Exchange basic authorization (EWS API) - Impersonated logon¶

Microsoft Exchange Impersonation is used to mass-authorize in Revenue Inbox end users with MS Exchange mail accounts via an impersonating service account. Before setting the this access type, you must obtain the Exchange EWS URL and a configured Impersonating account‘s login and password. See this article for detailed steps how to configure everything for this access type.

Microsoft 365 OAuth (EWS API) - End User logon¶

This option is used to authorize in Revenue Inbox end users with Office 365 mail accounts over Office 365 OAuth. See this article for more information. In the latest product updates it is the default option for bulk O365 users authorization using a Service account.

Microsoft 365 OAuth (Graph API) - End User logon¶

This option is used to authorize in Revenue Inbox end users with Office 365 mail accounts over MS Graph. See this article for more information. Also see this article to learn about limitations presently associated with this connection type.

Microsoft 365 OAuth (EWS API) - Impersonated logon¶

This option is used to mass-authorize in Revenue Inbox end users with Office 365 mail accounts via an impersonating account. To use this access type, you must have mail server and Revenue Inbox Admin account credentials. See this article for detailed steps how to configure everything for this access type.

Microsoft 365 OAuth (Graph API) - Impersonated logon¶

This option is used to mass-authorize in Revenue Inbox end users with Office 365 mail accounts via impersonation implemented with MS Graph API. To use this access type, you must have mail server and Revenue Inbox Admin account credentials. See this article for detailed steps how to configure everything for this access type. Also see this article to learn about limitations presently associated with this connection type.

Google Direct Logon¶

This option is used to authorize in Revenue Inbox end users with Gmail / Google Workspace accounts over Gmail OAuth. The users will need to authorize it individually. See this article for more information.

Google Service Account¶

This option is used to mass-authorize in Revenue Inbox end users with Gmail / Google Workspace accounts. See this article for more information.

Revenue Grid Compatibility¶

Presently, due to data access authorization specifics, only connection types MS Exchange Direct Logon, Office 365 OAuth, Google Service Account (partial), and Google Direct Logon are supported by the full Revenue Grid solution. Via a custom workaround Revenue Grid is also compatible with MS Graph; in this scenario, Revenue Grid is configured to run over EWS tokens and Revenue Inbox works over MS Graph.

Deleting Organizations¶

Please note that you can delete an Organization only if it has no users with initialized Exchange Storage. If at least one user is initialized, you must delete the user first, and then the Organization. After you delete an Organization, all users that belong to it will be irrecoverably deleted.
Also note that you cannot delete a default Organization.

To delete an existing organization:

1. Go to the Organizations tab

2. From the list of organizations, select the organization you want to delete, and then click the Delete icon

3. In the confirmation message that appears, click Delete

Get back to us
We would love to hear from you