Managing applications

As a tenant’s administrator, you manage applications that your members can use on CafeX.

Applications provide the following:

  • They retrieve content that your organization stores in the application, allowing track members to view it.
  • Applications appear in a track’s Add menu.
  • They let your members select content to share on any track that they are members of.

For each application you install, you specify the following:

  • whether to enable the application for your members.
  • whether your members configure their own accounts to share content.

Depending on the application, you specify the following configuration:

  • Configuration from your office suite integration.
  • Configuration to access your organization’s application account.
  • Configuration to allow your members to configure their own accounts,

Not all of the options are available on every application, for details specific to each application, see: Adding application content by using the Add menu.

Important: Your configuration applies to the members of your organization. A track member from another organization can use their applications on your tracks regardless of your configuration.

Installing an application

As a tenant’s administrator, to install an application:

  1. From the menu, click Tenant settings
  2. Click Management > Applications
  3. From the available applications, click Install for any that you require.
  4. The applications you install appear under the Applications heading, where you configure the following:
    • Box
    • Google Drive
    • Jira
    • Microsoft OneDrive
    • Microsoft Teams
    • Salesforce
    • Slack
    • Smartsheets
    • Zendesk

You have to enable applications to let track members use them.

Configuring an application

As a tenant’s administrator, to configure an application:

  1. From the menu, click Tenant settings
  2. Click the application to enable under Management > Applications
  3. As you require:
  4. Click Update.