Using the Add menu to share application content

If your tenant’s administrator installs and configures applications for you to use, use the add menu to share content resources to your CafeX tracks. The following applications are available to you:

Application Tenant’s account Track member’s account Details
Box No Yes  
Google Calendar Yes No Uses your Office suite integration.
See: Scheduling a meeting.
Google Drive Yes Yes Uses Office suite integration.
Jira Yes No  
Microsoft Calendar Tes No Uses your Office suite integration.
See: Scheduling a meeting.
Microsoft OneDrive No Yes  
Microsoft Teams Yes No Uses your Office suite integration and assistant mailbox to access teams.
Salesforce No Yes If the tenant’s administrator sets Sandbox-mode, it has to apply to all accounts.
Slack Yes Yes Share public channels only.
Smartsheets No Yes Uses Publish the sheet to add your Smartsheet to the track.
See: Smartsheets—Sharing Permission Levels.
Zendesk Yes No  

Applications appear on your ADD menu if your tenant’s administrator configures one of the following:

  • Configures an office suite integration for your entire organization.
  • Configures an application account for your organization.
  • Allows track members to add their own application accounts.

If you cannot see an application on your add menu, it is likely that your tenant’s administrator has to configure it.

To understand how CafeX displays resources you add to a track, see: Sharing resources.

Adding resources to a track

To add a resource from an application to a track:

  1. Click Add.
  2. Click the appropriate application.
  3. If necessary, choose an account from Accounts.
    Some applications: 

    • Use a common account for your organization.
    • Allow you to configure your own accounts. See: Adding your own account.
  4. Use the dialog to find and select a resource to add to the track.
    For example, the following dialog is for adding Salesforce content:
  5. When you are ready click Add.

Adding your own account

If your tenant’s administrator allows you can add add your own account for several applications:

  1. Click Add.
  2. Click the appropriate application.
  3. Choose AccountsAdd account…
  4. Follow the on screen instructions, read the permissions, then click Allow.
    For example, Salesforce requires you allow the following permissions:
  5. CafeX connects to your application account.
  6. In your track, reload CafeX and your accounts appears under Accounts.

Important: If you are no longer a track member of a track that uses your account to access content, track members can still read the content in the track.

Removing your own accounts

To remove your own accounts from CafeX:

  1. From the menu, click your avatar.
  2. Click Profile.
  3. Under Your application accounts, click to remove an account

Important: After you remove your account, CafeX cannot access the content and resources you have shared on tracks. Track members may not be able to access the content, unless they have explicit permission to access the content.

See also: Managing applications