Subscription Admins can log in at subscriptions.cloudextend.io with their Microsoft account to manage end-user licenses and assign other administrators.

💡 Note: The Account setting in setup is only required for Enterprise Edition to enable Email Autopilot. Group Edition subscribers can skip this field.

Features by Edition

Group Edition
- Manually sync emails and files to NetSuite
- Send Emails via Outlook in NetSuite
- View, Edit, Create NetSuite Records
- Administrative Control
Enterprise Edition
Includes all Group Edition features plus:
- Autopilot for Emails
- Attachment Autopilot
- Shred Assocation Visibility
Add-on or Standalone
- Calendar Autopilot
- CloudExtend ExtendDocs

Quick Navigation

Login
Add Admin Users
Allocate Licenses
Features and Add-ons
See Also

Login

Go to subscriptions.cloudextend.io.
Sign in with your Microsoft ID (usually your Microsoft 365 email address provided to your Customer Success Manager).
On the navigation pane, click Users tab to allocate licences and add admin users.

Add Admin Users

If you are the Super Admin (primary admin), we recommend adding at least one additional admin.

💡 Note:

The Super Admin is assigned to the billing email address used when CloudExtend was first configured.
Super Admin, Admin, and Config Admin roles do not require a subscription license.
If you need to update the Super Admin information, please contact your Customer Success Manager (CSM).

From the Users tab, click Add User.
Enter the following:
1. First Name
2. Last Name
3. Admin’s Microsoft account email address.
4. Subscription
5. Role (Super Admin, Admin, Config Admin)
Click Add User once done.

👷 Learn about the different roles that can be assigned to CloudExtend subscrpription portal.

Allocate Licenses

The Users page shows all user accounts, subscriptions, and roles. From here, you can:

Add new users individually or in bulk(coming soon).
Search for users.
Assign or configure licenses.

Add Users

Add licenses to CloudExtend users.

From the Users tab, click Add User.
Enter the following:
1. First Name
2. Last Name
3. Admin’s Microsoft account email address.
4. Subscription
5. Role (User, Admin, Config Admin)
Click Add User once done.

👷 Learn about the different roles that can be assigned to CloudExtend subscrpription portal.

📩 Once allocated, users receive an email from ExtenInsights within a few hours with installation instructions.

🔗 Getting Started Guide: ExtendSync Outlook

📌 If your organization uses Microsoft 365, your 365 Admin can also install the app centrally.

Update User or Subscriptions

Modify CloudExtend user's profile.

From the Users tab, click on the pencil icon of the user to update.
Admins can update:
1. Email Address
2. Subscription
3. Role (User, Admin, Config Admin)
4. Click Save once done.

Remove Users

Use the trash icon to unassign CloudExtend licenses from users.

Features and Add-ons

Enable Email Autopilot (Enterprise Only)

Email Autopilot automates email saving in NetSuite.

Thread-based Autopilot: Attach an email to one or more records. All replies in the thread automatically sync to those records.
Email address Autopilot: Automatically track all emails to/from a specific address and sync to the correct NetSuite record type.

➡️ See full setup: Enable Email Autopilot

Enable Attachment Autopilot (Enterprise Only)

Users can effortlessly set an entire thread or automate an email address — including attachments! 📎

All future emails set on Autopilot will automatically sync complete with attachments to NetSuite with no extra clicks!

➡️ Learn how: Enable Attachment Autopilot

Send from Outlook (Starter & Enterprise)

This feature lets you send emails directly from NetSuite’s interface via Outlook.

➡️ Learn more: Send from Outlook prerequisites.

Enable CloudExtend Extend Docs (Add-on or Standalone)

To optimize NetSuite storage, CloudExtend provides the capability to automatically sync emails with attachments to NetSuite, while storing the attachments directly in cloud storage (OneDrive or SharePoint).

➡️ Learn how: Enable CloudExtend Extend Docs

Enable Calendar Autopilot (Add-on or Standalone)

Outlook events will sync automatically with NetSuite, including:

Updates to time, date, or agenda
Attendee changes
Event declines or deletions

➡️ See setup guide: Enable Calendar Autopilot

Admin: CloudExtend Customer Portal for ExtendSync Outlook