Provisioning users¶

5 min read · For Email Sidebar users on:

Overview¶

To grant Salesforce users access to Revenue Grid solutions such as Email Sidebar and Sync Engine, you must provision them to a Profile in your organization’s Revenue Grid tenant.

Using the Revenue Grid Admin Panel, you can provision users individually or in bulk in just a few clicks.

How provisioning works¶

On the Provisioning page in the Admin Panel, you’ll see a list of active Salesforce users who haven’t been provisioned yet. From here, you can select and provision users in a few clicks.

Provisioning scenarios¶

User access to Email Sidebar and Sync Engine depends on the provisioning method used.

Provisioning scenario	Access to Sidebar	Access to Sync Engine	User action required
Fully impersonated (CRM + Mailbox impersonation)	Available immediately after installation	Runs automatically	No action required
Semi-impersonated (CRM only)	Available immediately after installation	Requires mailbox authorization	Users must authorize mailbox access via the Sidebar or in Sync Settings
Semi-impersonated (Mailbox only)	Users must log in with Salesforce credentials	Requires Salesforce authorization	Users must log in to the Sidebar with Salesforce credentials or authorize Salesforce access in Sync Settings
Non-impersonated (No CRM or Mailbox impersonation)	Users must log in with Salesforce credentials	Requires both mailbox and Salesforce authorization	Users must log in to the Sidebar with both Salesforce and mailbox credentials or grant access during registration via the Registration Wizard

Viewing the user list¶

On the Provisioning page, admins can see only Salesforce users who meet all of the following conditions:

They have an Active status (User Management → Setup → Users → The “Active” checkbox is selected).
They have not been provisioned to Revenue Grid.
They fall within the admin’s access permissions in Salesforce.

User details displayed¶

Field	Description
Salesforce ID	Unique user ID in Salesforce.
Name	Full name of the user.
Email	Must match the email used for the mailbox connection.
Country	The user’s country.
Profile	Salesforce profile assigned to the user.
Role	Salesforce role assigned to the user.

Customizing the user list¶

You can modify the list of non-provisioned users to display only the most relevant information.

Show or hide columns – Click the Gear icon () and select or clear checkboxes to adjust which columns are visible.
Reorder columns – Drag and drop column headers to change their position.
Sort the list – Click any column header to sort users by that field.
Search for users – Enter a name or other details to find specific users quickly.
Apply filters – Use filters for Country, Profile, or Role to refine the list.

How to provision users¶

You can provision users individually or in bulk.

Prerequisites¶

Required credentials¶

To provision users, you must have:

Platform Admin rights in the Revenue Grid Admin Panel.
System Admin rights in Salesforce.

Pre-provisioning setup¶

Before provisioning users, ensure the following requirements are met:

User domains must be listed under Profile > Details > Miscellaneous in the Email domains assigned to this Profile setting. See Configure profile settings.
Mailbox access type must be correctly configured based on your provisioning scenario:
- Fully impersonated or semi-impersonated (Mailbox only) – Ensure mailbox connectivity is set up using impersonated (delegated or application-only) access. See Email configuration.
Salesforce connection must be authorized for the profile:
- Fully impersonated or semi-impersonated (CRM only) – Ensure the Salesforce connection is authorized using a Salesforce service admin account. See Mass-activate Salesforce access.

Mass provisioning users¶

Log in to the Revenue Grid Admin Panel.
Go to Administration → Provisioning.
Select users via checkboxes.
Click Provisioning.
Specify the following details:
- Profile – Select the Revenue Grid Profile to assign users to.
- Mailbox access type – Choose how Revenue Grid should connect to users’ mailboxes. This option is only available if the Profile is set to “Any” mailbox access type. Otherwise, the preconfigured setting is used and cannot be changed.
- License – Assign a License to provisioned users. If a default License is set for the selected Profile, it is prefilled but can be changed.
- Synchronization – Specify whether the Sync Engine should start immediately after provisioning. (Available only for the fully impersonated scenario.)
Click Provisioning.

A progress dialog appears. Please do not close it until the process is complete.

Provisioning results¶

After provisioning, the system displays a status for each user:

Success – The user was provisioned successfully.
Error – The provisioning failed due to an issue. A message will explain the problem.

Click Close to exit. Successfully provisioned users will be removed from the list.

Provisioning a single user¶

To provision an individual user, follow these steps:

Log in to the Revenue Grid Admin Panel.
Go to Administration → Provisioning.
Locate the user and click the Plus icon ().
Enter the following details:
- Profile – Select the Revenue Grid Profile to assign the user to.
- Mailbox access type – Choose how Revenue Grid should connect to the user’s mailbox. This option is available only if the Profile is set to “Any” mailbox access type. Otherwise, the preconfigured setting is used and cannot be changed.
- License – Assign a License to the user. If a default License is set for the selected Profile, it is prefilled but can be changed.
- Synchronization – Specify whether the Sync Engine should start immediately after provisioning. (Available only for the fully impersonated scenario.)
Click Provisioning to confirm.

A progress dialog appears. Please do not close it until the process is complete.

Provisioning results¶

After provisioning, the system displays a status for the user:

Success – The user was provisioned successfully.
Error – The provisioning failed due to an issue. A message will explain the problem.

Click Close to exit. Successfully provisioned users will be removed from the list.

FAQ¶

Why is the Sync Engine not working after provisioning? (Sync Status: Disabled)

If the Sync Engine is disabled after provisioning, the issue is likely due to the provisioning scenario used. Users may need to complete additional steps based on their assigned access type:

Provisioning Scenario	Reason for Disabled Sync	Required User Action
Fully impersonated (CRM + Mailbox impersonation)	Sync should start automatically.	No action required. If Sync is disabled, check profile settings and impersonation configuration.
Semi-impersonated (CRM only)	The system does not have access to the user’s mailbox.	The user must authorize mailbox access via the Sidebar or Sync Settings.
Semi-impersonated (Mailbox only)	The system does not have access to Salesforce.	The user must log in to the Sidebar with Salesforce credentials or authorize Salesforce access in Sync Settings.
Non-impersonated (No CRM or Mailbox impersonation)	The system does not have access to Salesforce or the mailbox.	The user must log in to the Sidebar with both Salesforce and mailbox credentials or complete setup via the Registration Wizard.

If the issue persists after completing the required actions, check the Sync Settings for errors or missing permissions. If further assistance is needed, please contact our support team.