1. Sign in to Admin Portal.
2. Click Store, then click Plugins.
3. Choose productivity tool, enter the number of licenses, then click Add. 
4. Click Checkout, verify, and then click Submit. 

Once an order is placed, licenses are immediately available to assign to your users and extensions. To assign/reassign:

1. Click Billing and then click Manage Services.
2. Hover over your productivity tool, then click the Magnifying Glass.
3. Review the number of services available and assign as applicable:
    

   Assign to Available Extension	Click Select from Available Extensions and select the extension.
   Move to Different Extension	Click the X icon next to the assigned extension to un-assign.  Click Select from Available Extensions and select the extension to assign.

   An email is sent to assigned users informing them to download and register their browser extension.

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 as described in Access Your Productivity Tool.

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

   My Account

   Edit account name/organization. Update service providers. Synchronize contacts (right panel) IMPORTANT: A full sync pauses contact lookup and takes quite some time. It is recommended you apply a full sync after hours.  Enable/disable popup for internal calls and/or log of internal calls. Manage User Integrations as follows:   Click on the integration to manage account integration settings. Click on the Wrench icon to create custom layouts. Click on the Hamburger icon to unlock custom resources.

   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. Obtain their unique Activation Code.  Add or update Service Provider. Resend Welcome Email (right panel). Set up a personal conference (right panel) Review call details records (bottom)

   Reports

   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.
   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.

You can set up personal conferences for your users or yourself using preferred meeting tools such as Chime, Slack, Webex and so forth and more than one is allowed. Conferencing details are required to set up.

1. Sign in to the Web Portal.
    

   For Your Users	Click Users. Click on a user name. Go to Personal Conferences (on right) and click Gear icon.
   For Yourself	Click on your user name (top right) and select My User.  Go to Personals Conferences (on right) and click Gear icon.

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

   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. Enter 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 they phones can join. We have this feature on the Polycom conference systems that are our conference rooms in Atlanta.
   ADD LINK	If your conferencing solution has a link to instructions, you would include that here. They appear smaller and in a light gray color in the Vonage for Slack integration.

4. Click Save. 

These account-wide settings applied by an Administrator for their 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. 
    

   Call 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 exclusions to auto log SMS activity types.  For example, skip when multiple contacts are found.
   	Skip when multiple contacts are 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 view of the 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. Sign in to the 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 Call Activity window (specifically on their Home page).

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