Before your licensed users can sign in, some additional setup is required as follows:

NOTE: You may also want to view our Video Tutorial or our Instructional Guide which includes useful images.

The JobDiva Administrator must complete the following steps before users can authenticate with JobDiva.

1. Send an email to support@jobdiva.com to request your Client ID or Team Id.
   
   NOTE: Instruct your users to use this code every time they authenticate with JobDiva through the Vonage Integration Suite.
2. Create a JobDiva user with API access within JobDiva.
    
   • This user cannot login to the JobDiva interface.
   • This user accesses the JobDiva APIs in the background on behalf of your users.
   • An API Username/password can be created in JobDiva by a Diversant Team Leader under Settings/My Team/Add User; this is a regular User account, with the User Permission to access the API.
3. Set up the API user in VGIS:
    
   1. Click Vonage Integration Suite extension.
   2. Click My Account; the config portal opens.
   3. Click on the circle inside the JobDiva rectangle, select JobDiva API user and then Link Now when prompted.
   4. Login as the JobDiva API user.

Once complete, your users can authenticate with their regular JobDiva credentials.

Step 1: Sign in to the Microsoft portal.
Step 2: Click Accept. Close window if a blank page appears. 
Step 3: Inform your users that they can download and register the browser extension.

You must reset authentication for your account before you download the VGIS extension and register your account.

1. Sign in directly or access from VGIS Panel:
    

   Direct link:	Click Web Portal.
   VGIS Panel	Click the V icon next to your address bar to open the VGIS Panel. Click the blue Person (Avatar) icon and then click the Web Portal icon.

2. Manage options:
   
    

   Account Management

   End User	My User	View and edit your profile information.  Go to Configuration Tools (left) to your access to features, set rules for the pop-ups, set up personal conferences, and manage push notifications.
   Admin	My Account	Manage account options, where you can perform a search for a user (top right) or click on your user name for quick access to options, including signing out of the Web Portal. There are three primary areas: Manage Account (center) Edit account name/organization. Click Pencil icon. Update Service Providers. Click Settings icon. Manage User Integrations as follows   Click on the integration name to manage account integration settings. Click on the Wrench icon to create custom layouts. Click on the Hamburger icon to unlock custom resources.    Configuration Tools (top right) Account User Features -- Click to enable and disable features account-wide. You can also lock features to prevent users from changing the setting. You can also manage these per user to override settings applied account-wide.  Users Auto Pop Manager -- Lets you set up rules that specify how automatic pop-ups are handled when an Inbound, Outbound or Internal event (Call, SMS, or Voicemail) is received. Synchronize Contacts --  Perform a full sync of contacts across all users for the account. IMPORTANT: A full sync pauses contact lookup and takes quite some time. It is recommended you apply a full sync after hours.  Account Users (bottom) Click a user to update or set information for the individual
   	Users	Perform a quick search for a user. Click + Create User to add a user Click a user to update or set information for the individual:   Click the Edit icon (next to name) to update contact information. Click the Sheild icon (next to status) to set user roles: Account User, Customer Admin, End User. Apply Configuration Tools (right panel) options per user that include User Features, Auto Pop Manager Settings, Personal Conferences, Push Notifications, and Resend Welcome Email.

   Reports

   End User	Calls Summary	View a summary of all calls for the duration you specify.
   	Call Detail Records	View call details of all call you answered or placed for the duration you specify.
   Admin	Calls Summary	View the account-wide call summary for the duration you specify. You can also choose to view by user.
   	Call Details Records	View the account-wide details for all call details for the duration you specify. You can also choose to view by user.

Set up personal conferences using preferred meeting tools such as Chime, Slack, Webex, and so forth, and more than one tool is allowed. Conferencing details are required to set up.

1. Access Web Portal.
    

   End Users	Click My Account. Go to Configuration Tools (on right) and then click Personals Conferences.
   Admins	For a User Click Users. Click on a user name. Go to Configuration Tools (on right) and then click Personals Conferences.  For Yourself Click on your user name (top right) and select My User. Go to Configuration Tools (on right) and then click Personals Conferences.

2. Click + ADD NEW. 
3. Add your personal bridge information.
    

   Field	Action
   Name	Enter the name of the Conference Service (Vonage Meetings, Chime, and so forth).
   ADD PHONE NUMBER / PIN	Enter the phone number you must dial to join the conference and the PIN/Meeting ID.
   ADD VIDEO LINK	Enter the URL link to your conference bridge.
   ADD SIP URI	Enter the VH ID of the SIP URI. Some conference systems have a SIP URL or IP address that is used to join, such as some Polycom conference systems.
   ADD LINK	If your conference solution has a link for instructions to join, enter that information here.

4. Click Save. 

Apply Contact Activity (Call and SMS) settings for all users across the account. 

1. Access Web Portal.
2. Click on My Account, then go to User Integration section.
3. Click on the actual integration name (not the Hamburger or Wrench icon).
4. Choose to enable Call Auto-activity Settings and/or SMS Auto-activity Settings and apply options. 
    

   Contact Activity Settings	Resource types	Select the activity type(s) to use for these settings.
   	Skip internal calls	Mark activity types to exclude from automatically logging.  For example, skip when multiple contacts are found.
   	Skip zero duration calls
   	Skip when no contact was found
   	Skip when multiple contacts are found
   	Default Subject	Displays the format used to describe the subject of your activity. Values are predefined but you can customize as needed.
   	Default Call description	Displays the format used for the comment for your activity. Values are predefined but you can customize as needed.
   SMS Activity Settings	Resource Type	Select the activity type(s) to use for these settings.
   	Skip internal sms	Mark activity types to exclude from automatically logging.  For example, skip when multiple contacts are found.
   	Skip when no contact is found
   	Default SMS Subject	Displays the format used to describe the subject of your activity. Values are predefined but you can customize as needed.
   	Default SMS description	Displays the format used for the subject of your activity. Values are predefined but you can customize as needed.
   Account level Access		Leave as blank.

5. Click Save.

Customer Admins can customize the Contact Activity window for their users by creating custom layouts. These layouts let Admins hide, show or order fields in integrations to allow quicker access to what is needed.

IMPORTANT:  If the Layout Builder is not set up correctly, it can result in an error when a user attempts to save their work activity in the Vonage Integration Suite (VGIS). We advise that you work with your CRM Administrator if you are not familiar with the roles/permissions of your users.

Customer Admins can unlock Custom Resources from the Integration Resources panel within the Web Portal. These extended resources provide access to ALL fields in an integration, instead of just a few pre-configured resources.

IMPORTANT:  Unlocking certain Custom Resources can adversely affect users if the user does not have access (permissions) for that field. We advise that you work with your CRM Administrator if you are not familiar with the roles/permissions of your users.

1. Access Web Portal.
2. Click My Account and go to the User Integrations section (top center). 
3. Locate the integration you want to modify, then click on the Hamburger icon. 
4. Select your name in the View as User popup box.
   
   The Integration Resources panel first lists your Contacts followed by Activities.
    

   For Contacts	Select the items to display. Turn on Auto Sync to if you want to automatically sync with phone numbers.
   For Activities	Choose the items that the user can display as tabs in their Contact Activity window (specifically on their Home page).

   
   Selections are saved automatically and applied to all users under the VGIS account.