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Admin: Enable/Disable Email Autopilot for Users

ExtendSync Outlook | Learn how to manage users Autopilot configuration from the portal

Updated today

📢 CloudExtend Admin Notice: New Subscription Portal

CloudExtend is migrating to a new subscription portal.


Overview

The CloudExtend Subscription Portal allows admins to manage user licenses at https://portal.cloudextend.app/.


When a subscription starts, a super admin is granted access to the portal. Super Admins and Admins can enable or disable the Autopilot feature for users.

💡 Note:
Autopilot for Email configuration is only available for Enterprise Edition.


How to Enable or Disable Email Autopilot for Users

Visit https://portal.cloudextend.app/ and log in to the Admin Portal with your Microsoft ID. (This ID was provided earlier to your Customer Success Manager and is typically your Microsoft 365 email address.)

Step 1: Navigate to Subscriptions > Feature Assignment.

Step 2: Click on Edit.

Step 4: Admins can either:

  • Enable Autopilot for All

  • Enable/Disable Autopilot for individual users from the list.

🔄 Any update may take up to 1 hour to take effect.
Users can also reload the add-in for changes to apply immediately.

💡 Tip: ExtendSync gives users full control over how emails are attached to NetSuite. We’ve created a video and guide with suggestions on when to use each method.


FAQ

Q: What will users see if an Autopilot is disabled?

  • The Autopilot drop-down will still appear in the app, but it will be greyed out and unavailable.

  • If a thread-based Autopilot was already activated, the More automations options will be turned off.

  • The Autopilot status in Settings will show as Inactive or Active.

Q: What happens to Email Address-based Autopilot when disabled from the portal?

Q: If an admin re-enables Email Address-based Autopilot, will the user’s previous associations remain?

  • Yes. The previously saved email addresses are retained.

  • Once re-enabled, syncing will restart within 5 minutes.

  • It’s best to advise users to review their Email Autopilot Association after reactivation.

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