Subscription Admins can login into with their Microsoft account to start managing end user licenses and assign other administrators.

NOTE - There is an "Account" setting in the setup that is only required for CloudExtend Outlook Enterprise subscriptions to enable Autopilot. If you're a Group Edition subscriber the Account field is not required.

Adding additional Admins

If you are the Super Admin for the account (the primary Admin) we highly recommend you add an additional Admin user to the portal by clicking on "Admin Users". 

Allocating licenses to end users

Click on "Manage Licenses".

Enter in the email addresses of the users you want to allocate licenses for.  If you want to remove a user license click the trash can next to their email.  Once the user is allocated a license, they will receive an email from the CloudExtend within a few hours with installation instructions.  **If your organization has a Microsoft 365 subscription your 365 Admin can install the App for one or more users by following the instructions here.

Enabling Autopilot

CloudExtend Autopilot is an Enterprise edition feature that enables users to attach an email to one or more NetSuite records and then auto sync every single back/forth reply attached to those same records, even when they are away from their computer. The increase in productivity can be massive.

The additional steps to enable Autopilot can be found in this article.

Did this answer your question?