Requirements
Available In: Kantata OX
Subscription Plan: All Plans
Overview
Google Workspace and Kantata are a perfect project management pair. With this integration, you can do the following:
- Access your Google Drive and share files in any project workspace.
- Invite anyone from your Google Contacts list into Kantata for collaboration.
- Create a Google Contact for each of your projects.
Getting Started
The Google Workspace integration with Kantata OX allows you to link Google Drive and Contacts across your entire organization or on an individual user basis.
The individual user option allows you to connect your own Google Workspace account to your Kantata OX account. This way, you can work with your Google documents and contacts in your Kantata projects.
The account-wide option is useful for businesses who want all of their account members to access the same Google Drive and Google Contacts data for a more cohesive experience when working in Kantata OX.
How to Activate an Individual Integration Option
This section walks you through connecting your personal Google Workspace to your individual Kantata OX account. To learn how to set up the account-wide integration, see the How to Activate the Account-Wide Google Integration Option section.
- In the top-right corner of your Kantata account, click your user profile picture and then select Google Workspace from the drop-down menu that appears.
- On the Google Workspace Settings page, select the checkboxes for each Google app you want to integrate with your account.
- Click Activate with Google. You’re redirected to the Google sign-in page.
- Enter your username and password to sign in to your Google account.
- You’re redirected to the Google access control page, which lists the data Kantata OX will be accessing in your Google account. Click Allow to complete the integration.
- The integration is activated and you are redirected back to the Google Workspace Settings page in Kantata OX.
Note: To deactivate the individual integration, click Disable your Google integrations on the Google Workspace Settings page. If your Account Administrator has set up the account-wide Google integration, this button will instead read Override Google integrations. Clicking it replaces your individual setup to the account-wide integration.
How to Activate the Account-Wide Integration Option
This section outlines how to set up the account-wide Google Workspace integration for every account member in Kantata OX. If you’re looking to connect an individual Google Workspace for your own account, see the How to Activate an Individual Google Workspace Option section.
Before You Start
In order to activate the account-wide Google Workspace integration, you must meet the following requirements:
- Kantata OX Account Administrator permission level.
- Your organization needs a registered and active Google Domain.
- Access to the Google Workspace Admin console.
- An account email address in Kantata OX that matches your Google Domain email (i.e. the one you use to log in to the Google Workspace Admin console).
Note: While recommended, it’s not necessary for your Primary email address in Kantata OX to be your Google Workspace email. Just make sure that your Google Workspace email is selected as the Google option in the Email Addresses section of the Notification Settings page. This step is critical for activating the account-wide integration option.
- Go to the Kantata OX login page.
- In the 3rd-party service section, click the Google icon. You’re redirected to the Google sign-in page.
- Enter your credentials to sign in to the Google Workspace Admin console.
- You’re redirected to the Google access control page, which lists the data Kantata OX will be accessing in your Google account. To activate the integration, click Continue.
- If this is your first time signing in via the Google single sign-on (SSO) method, you will be prompted to enter your Kantata OX password in the screen that appears.
- Click Submit to finish. The Google Workspace flag is now set to On and the email address used to set up the account-wide option is now set as the SSO identity in the Kantata OX backend. The account-wide integration is now activated for all account members and you are redirected back to the Kantata OX Google Workspace Settings page.
CRITICAL WARNING
The Disable account-wide integration button on the Google Workspace Settings page will permanently deactivate the organization-wide Google Workspace integration for every user in Kantata OX. Once this action is performed, it will not be possible to reconnect your Google Workspace to your Kantata OX account ever again. Please be certain before you confirm this change.
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