Pilot Program Setup Guide for Organization Admins - LinkPoint360

Pilot Program Setup Guide for Organization Admins

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins

Table of Contents OVERVIEW ................................................................................................................................................... 3 About LinkPoint ReCAPP .............................................................................................................................................................................. 3 About the Pilot Program............................................................................................................................................................................... 3 About the Set Up Guide ................................................................................................................................................................................. 3

SUBMITTING YOUR IMPLEMENTATION PLAN ....................................................................................... 4 GETTING STARTED WITH LINKPOINT RECAPP ...................................................................................... 5 Logging In and Out of the LinkPoint ReCAPP Web Portal ....................................................................................................................... 5 Resetting Your Password .............................................................................................................................................................................. 7 Resetting a Forgotten Password ............................................................................................................................................................... 10

INTEGRATING WITH LINKPOINT RECAPP............................................................................................. 13 Understanding the LinkPoint ReCAPP Integration ................................................................................................................................. 13 Completing the Setup Wizard .................................................................................................................................................................... 14 Updating Microsoft Exchange Credentials............................................................................................................................................... 19 Updating Salesforce Credentials ............................................................................................................................................................... 23

CHANGING YOUR PROFILE SETTINGS................................................................................................... 27 Understanding Your Profile Details .......................................................................................................................................................... 27 Editing User Profiles .................................................................................................................................................................................... 33

INVITING END USERS ............................................................................................................................... 35 Overview ....................................................................................................................................................................................................... 35 Understanding End User Settings.............................................................................................................................................................. 36 Working with Teams ................................................................................................................................................................................... 37 Inviting End Users via Import from CRM................................................................................................................................................... 42 Inviting End Users by Email......................................................................................................................................................................... 51

USING THE LINKPOINT RECAPP MOBILE APPLICATION.................................................................... 54

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Overview About LinkPoint ReCAPP LinkPoint ReCAPP is the latest sales productivity solution for Microsoft Exchange and Salesforce users from LinkPoint360. LinkPoint ReCAPP will make it simple and seamless for sales reps to sync the information gathered from sales meetings into Salesforce as soon as the meeting ends and in the exact format the company wants. Organizations choose quick-to-answer, standardized questions based on the details important to how they do business with opportunities and existing clients. Sales reps provide answers in just minutes via mobile device or web browser. LinkPoint ReCAPP sends the data to the related records in Salesforce for review and reporting.

About the Pilot Program The LinkPoint ReCAPP Pilot Program is designed to give select customers advance access to the tools and services provided in the beta version of LinkPoint ReCAPP. As part of the Pilot Program, the LinkPoint360 Professional Services Team will be providing additional support and configuration services to ensure a complete experience for all end users. The setup of your instance of LinkPoint ReCAPP can be broken into four main parts:

Submitting the Completed Implementation Plan You will be asked to review the Implementation Plan including a core set of questions designed to capture consistent, accurate feedback from sales reps within the LinkPoint ReCAPP application. LinkPoint ReCAPP Organization Admins must review and finalize the questions that will be made available to end users and predefine the answers for end users to select. Once complete, return the document to your Account Executive.

Provisioning the LinkPoint ReCAPP Account A member of the LinkPoint360 Professional Services team will review the completed Implementation Plan and create your instance of LinkPoint ReCAPP. The team will then set up your LinkPoint ReCAPP account by populating the system with the question and answer sets provided. You will have the opportunity to review the configuration and confirm that the system is ready according to your expectations.

Inviting End Users to LinkPoint ReCAPP As the LinkPoint ReCAPP Organization Admin, you will log into your instance of LinkPoint ReCAPP and invite end users to begin using the application. Individuals will receive an email from the LinkPoint ReCAPP system, prompting them to go to the LinkPoint ReCAPP website and connect their Salesforce and Exchange accounts to the system. A follow up email, sent once the connections are complete, will guide the end users to download and install the LinkPoint ReCAPP application on their mobile device.

Configuring Your LinkPoint ReCAPP Settings Each Organization Admin will also have a user account which they can use to connect their instance of Microsoft Exchange and Salesforce to use the LinkPoint ReCAPP tool.

About the Set Up Guide This guide is designed to highlight the aspects of the LinkPoint ReCAPP configuration and set up that are the responsibility of the Organization Admin during the course of the Pilot Program. Please carefully review this document. If you have not done so already, be sure to submit the completed Implementation Guide to your Account Executive.

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Submitting Your Implementation Plan LinkPoint ReCAPP’s functionality is driven by a core set of questions designed to capture consistent, accurate feedback from sales reps. As part of the implementation process, LinkPoint ReCAPP Organization Admins need to review and finalize the questions that will be made available to end users within the application and predefine the answers for end users to select. In order to proceed with your implementation of LinkPoint ReCAPP, you must review and complete the Implementation Plan. Additional Resources: You can download a blank copy of the LinkPoint ReCAPP Pilot Program Implementation Plan for Organization Admins.

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Getting Started with LinkPoint ReCAPP Logging In and Out of the LinkPoint ReCAPP Web Portal LinkPoint ReCAPP user management is based in a Software-as-a-Service (SaaS) web portal. Organization Admins and end users can access account and user details easily via any web browser. In this section, you will learn how to log in to and out of your LinkPoint ReCAPP account via the web portal.

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Visit https://recapp.linkpoint360.com. Select the Log in link in the top right corner of the screen.

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Enter your Email Address and Password, then click the Log in button.

Tip: For first-time access by an Organization Admin, the LinkPoint360 Professional Services Team will provide you with a password. You will be able to change your password later in the process.

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When you are finished, click your email address in the top right corner and then click Log out to securely close LinkPoint ReCAPP and end your session. This will return you to the LinkPoint ReCAPP external home page.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Resetting Your Password LinkPoint ReCAPP Organization Admins and end users have the ability to update or reset their log in details with the Reset Password window. In this section, you will learn how to reset the password for your LinkPoint ReCAPP Profile.

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Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile.

Select the Reset Password link at the top of the User page.

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Click Confirm to proceed with the password change.

Enter the new password in both the New Password and Confirm Password fields in the Reset Password window. Click the Reset button to continue.

Click the Close button to continue finish.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Tip: Organization Admins can select Users on the navigation pane and then select any user in the End User section to initiate the reset password process on behalf of the end user. The end user will receive an email from the LinkPoint ReCAPP system with additional instructions. Team Administrators can use this feature to initiate a password reset only for end users assigned to their Team(s).

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Resetting a Forgotten Password LinkPoint ReCAPP Organization Admins and end users have the ability to reset their password in the event that they have forgotten their log in credentials for the LinkPoint ReCAPP web portal. In this section, you will learn how to reset the password for your LinkPoint ReCAPP Profile.

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Select the Forgot your password? link.

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Enter your Email Address in the field on the Forgot your password? page and click the Submit button.

Check your email for a message from [email protected] titled LinkPoint ReCAPP: Reset Password Request. Select the link provided in the email for resetting the password.

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Enter the corresponding information in the Email Address, Create Password, and Confirm Password fields, and click the Reset button.

Log in to the LinkPoint ReCAPP web portal using the new password.

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Integrating with LinkPoint ReCAPP Understanding the LinkPoint ReCAPP Integration LinkPoint ReCAPP is designed to use information from meetings scheduled in Microsoft Exchange to prompt end users to answer predefined questions using standardized answer options. The answers to these questions are then pushed to Salesforce as part of the integration. In order for the data to move between the systems and the LinkPoint ReCAPP mobile application, each end user must enter their Microsoft Exchange and Salesforce credentials via the LinkPoint ReCAPP web portal. Organization Admins who do not anticipate using the LinkPoint ReCAPP mobile application still need to establish the connections in order to be able to import end users to LinkPoint ReCAPP from the CRM. Functionality highlights include: • • •

See Microsoft Exchange meetings that include attendees within the LinkPoint ReCAPP web portal and the LinkPoint ReCAPP mobile application. Email Meeting ReCAPP and ReCAPP Summary content automatically to the Organization Admin and the end user’s Team Administrator, where applicable. Push LinkPoint ReCAPP content to the related object in Salesforce, such as Opportunities, to see ReCAPP data in the CRM.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Completing the Setup Wizard The first time any user logs into the LinkPoint ReCAPP web portal, the user will be prompted to complete the Setup Wizard. The Setup Wizard is designed to walk each user through the information needed in order to establish their Profile and the connections between Microsoft Outlook, Salesforce, and LinkPoint ReCAPP. In this section, you will learn how to complete the Setup Wizard.

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Enter your Email Address and Password, then click the Log In button.

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3

Review the information on the Edit User screen. Confirm that the information is populated correctly and add any additional information in the available fields. Click Next to continue.

Tip: Some fields, such as CRM Host and Email Host, are locked for editing based on your account settings and your level of permission in LinkPoint ReCAPP. For first time user Organization Admins, the only available option for the Team drop-down list will be Default. You can change this once you complete the Setup Wizard.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Additional Resources: You can read more about setting up teams in LinkPoint ReCAPP later in this Setup Guide.

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Click the Connect button in the Edit Salesforce Configuration screen. The Login URL will be set to Production by default and in most cases should not be changed.

If you are not logged into Salesforce, you will be prompted to log into your account.

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6

You will be asked to allow LinkPoint ReCAPP access to your Salesforce account the first time you connect the systems. Click Allow to continue.

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Note the Connection Status. If the status is Ready, click the Next button to continue. If the status is Not Ready, repeat the process to connect your Salesforce account.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Tip: A failed connection to Salesforce is often caused when the user enters incorrect credentials for Salesforce or does not click the Allow button to provide LinkPoint ReCAPP with access to the Salesforce account.

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Enter the password for your Microsoft Exchange account in the Password and Confirm Password fields. Click the Finish button to continue.

Tip: Be sure to have your Exchange account password on hand for this step. Many users encounter connection errors when they enter incorrect password information. This password is typically different than the credentials you use to access Salesforce, your computer, or other applications. If you are not sure about your Exchange password, check with your in-house Exchange Admin prior to completing this step. Tip: The checkbox for the Use Exchange Autodiscover Service will be selected by default. Leave the checkbox selected unless your organization has Autodiscover disabled for your Exchange account. Autodiscover enables third-party applications to connect to Exchange accounts automatically using the credentials provided by an end user. Autodiscover is enabled by default by most organizations. However, some companies disable this feature to prevent unauthorized access to their Exchange servers. If your Autodiscover Service is disabled or you have difficulty connecting your Exchange account to LinkPoint ReCAPP, contact your in-house Exchange admin and request your Exchange Web Service URL and Exchange Version. Deselect the Use Exchange Autodiscover Service checkbox and enter the information provided by your in-house Exchange admin in the corresponding fields.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Updating Microsoft Exchange Credentials LinkPoint ReCAPP users are able to review their connection to Microsoft Exchange in order to disconnect or make changes to their integration configuration. In this section, you will learn how to update your Microsoft Exchange account to LinkPoint ReCAPP.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Locate the Hosts section and note the status of the Exchange connection. The red X and Please configure. status indicate that the user account is not connected to Microsoft Exchange. The green  and Ready status indicate that the user account is connected to Microsoft Exchange.

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Select the Edit icon for the Exchange Host to view the Exchange connection options.

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Enter the User Name and Password associated with the Exchange account. Enter the password again in the Confirm Password field.

Update any fields necessary for the Use Exchange Autodiscover Service checkbox and related options.

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Click Save when all of the information has been updated.

Click the Close button once the green check mark and Ready message are displayed.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Updating Salesforce Credentials LinkPoint ReCAPP users are able to review their connection to Salesforce in order to disconnect or make changes to their integration configuration. In this section, you will learn how to update your Salesforce account to LinkPoint ReCAPP.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Locate the Hosts section and note the status of the Salesforce connection. The red X and Please configure. status indicate that the user account is not connected to Salesforce. The green  and Ready status indicate that the user account is connected to Salesforce.

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Select the Edit link for the Salesforce Host to view the Salesforce connection options.

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Click the Disconnect button to remove the connection between LinkPoint ReCAPP and Salesforce.

Click the Connect button to connect to the new Salesforce account. If you are already logged into Salesforce, LinkPoint ReCAPP will establish the connection and close the window.

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Note that the Salesforce account is now connected to LinkPoint ReCAPP with the green  and Ready message displayed.

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Changing Your Profile Settings Understanding Your Profile Details LinkPoint ReCAPP Organization Admins and end users can log into the LinkPoint ReCAPP web portal to review their Profile. In this section, you will learn how to review your LinkPoint ReCAPP Profile.

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2

Review the User information in the first section of the page.

Field

Definition

Email Address

The email address that the user will use to log into LinkPoint ReCAPP and receive notifications from the system.

Time Zone

The time zone where the user is working. This setting is used to manage when the sync operations are run for that particular user.

Organization

The company that will be using the LinkPoint ReCAPP system.

Job Title

The job title or function of the individual, populated during the set up process.

Team

The group of end users that the individual belongs to. This will be set to Default when the LinkPoint ReCAPP account is first created. Teams are useful for grouping users with similar responsibilities who will work with the same set(s) of questions.

Team Role

A secondary grouping of end users. Team roles are useful if there are subsets of users within a Team that will work with the same set(s) of questions. For example, 30 end users may be on the Sales Team, but only 3 of them may be Managers.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Field

3

Definition

Security Role

The level of permission to make changes and manage the LinkPoint ReCAPP system. Organization Administrators have permission to make edits across the system to all end users. Team Administrators have permission to make edits to the end users on their team. End users only have the access to change their own Profile details.

CRM Host

The CRM type that will be integrated with the LinkPoint ReCAPP account.

Email Host

The email application type that will be integrated with the LinkPoint ReCAPP account.

Enabled

This flag indicates whether the end user profile is active.

Created & Last Modified

These fields reflect the date that the Profile was created and/or last modified within the LinkPoint ReCAPP account.

Review the Hosts section on the Profile page. Note that you have the ability to see your connnection status for both the CRM Host and Email Host. Click the Edit icon to edit the credentials. Click the Delete icon to disconnect. You can click on each Host name to view the connection details.

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4

Review the Meetings section on the Profile page. Note that this section will be blank when the LinkPoint ReCAPP account is first created. This section will display all of the meetings listed in your specific instance of Microsoft Exchange that include attendees.

Field

Definition

Name

The name of the meeting as it appears in Microsoft Exchange.

Regarding Name

The name of the object in Salesforce that the meeting has been related to such as an Opportunity record.

Start & End

The start and end dates of the ReCAPP for the listed meeting.

ReCAPP Status

The ReCAPP Status column indicates whether a ReCAPP has been conducted for each of the listed meetings.

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5

Review the ReCAPPs section on the Profile page. Note that this section will be blank when the LinkPoint ReCAPP account is first created. This section will display all of the ReCAPPs that have been initiated by you as an end user.

Field

Definition

Regarding Name

The name of the object in Salesforce that the meeting has been related to such as an Opportunity record.

# Meetings

The number of meetings in Microsoft Exchange that are related to the ReCAPP.

Status

An indicator as to whether the ReCAPP is not started, in progress, or completed.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Review the Subscribed Decks section on the Profile page. Decks are sets of predefined questions available for use by an end user within the LinkPoint ReCAPP mobile application. Note that this section will include the default deck(s) for the Organization Admin Profile when the LinkPoint ReCAPP account is first created. This section will display all of the decks that have been made available for the specific end user.

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Tip: The Delete option in the Action column for the Subscribed Decks on an end user profile does not delete the deck from the LinkPoint ReCAPP system. Click the Delete icon to disassociate the deck and the specific end user. This will stop the system from presenting that set of questions and answers to the end user. Additional Resources: For assistance editing or changing your Decks, please contact your Account Executive or LinkPoint360 Professional Services Representative.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Editing User Profiles LinkPoint ReCAPP Organization Admins and end users can log into the LinkPoint ReCAPP web portal to review their Profile and edit specific fields, depending on their role in the system. In this section, you will learn how to review and edit your LinkPoint ReCAPP Profile.

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Select the Edit option at the top of the User page.

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3

Edit the necessary fields within the Edit User window. Note that some fields cannot be edited by the end user and are locked down. Click the Save button when finished and then Close to exit the Edit User window.

Tip: Organization Admins can select Users on the navigation pane and click the Edit icon for any user in the End User section to edit that user’s information on their behalf. Team Administrators can use this feature to update only end users assigned to their Team(s).

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Inviting End Users Overview LinkPoint ReCAPP Organization Admins can centrally manage all of their subscription end users via the LinkPoint ReCAPP web portal. Each end user is invited to participate in LinkPoint ReCAPP via an automated email from the system. The end user is prompted to connect their Microsoft Exchange and Salesforce accounts to their LinkPoint ReCAPP Profile via the Setup Wizard and to download the LinkPoint ReCAPP application to their mobile device. Each end user can be enabled or disabled by the Organization Admin from the web portal. End users can be added to a LinkPoint ReCAPP subscription via one of two methods: Invite by Email or Import from CRM. In the following sections, you will learn how to add users to your LinkPoint ReCAPP subscription and how to organize them into Teams. Tip: End users cannot be deleted from the LinkPoint ReCAPP system once they have been added or invited to the account. This is a security feature in place to ensure data integrity for any information that may have been captured by that end user. Organization Admins can select Users on the navigation pane and then select the Edit icon in the Action column for any user in the End User section. Deselect the Enabled checkbox and click the Save button to disable the end user profile. Warning: We highly recommend that you do not invite any end users to the account until your question decks and answers are completed and finalized. Once end users have access to LinkPoint ReCAPP, they will be able to configure their own Profiles, download the mobile application, and begin to answer questions for their related meetings. Inviting end users prior to finalizing the question decks can cause confusion for end users or result in inaccurate or inconsistent data capture if they begin to use a group of questions that are not finalized.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Understanding End User Settings LinkPoint ReCAPP Organization Admins by two different methods: invite by email or import from CRM. In either case, the Organization Admin has the ability to set each end user’s Team, Team Role, and Security Role. When adding end users to LinkPoint ReCAPP, assigning their Team, Team Role, and Security Role during the invite or import process is the most efficient way to ensure that each user is grouped correctly. In order to have Teams available for selection in the import or invite process, each Team must be created in advance. The following content will demonstrate the differences between settings and provide examples for using Team, Team Role, and Security Role. Teams are groups of end users that may have similar responsibilities or job functions that would cause them to benefit from receiving similar questions and answer options within the LinkPoint ReCAPP mobile application. For example, everyone in an organization that works on account retention would benefit from using the same series of questions to measure customer satisfaction and identify areas for potential upsell. Team Roles are a secondary grouping, or subset of end users, that may have more specific similarities beyond the items that align them with a Team. For example, several members of the Account Retention Team may be responsible for EMEA accounts and would benefit from an additional set of more specific questions related to their dealings with European customers. In this case, their Team would be Account Retention and their Team Role would be EMEA. Security Roles reflect the level of permission that each end user has within the system. There are three default options to choose from: Organization Administrator, Team Administrator, and Standard User. •

Organization Administrators have access and edit permissions for all account and end user details as well as all of the ReCAPPs and related Meetings that have been captured by all end users in the account. These can be accessed using the navigation pane. Organization Administrators can initiate reset password requests for anyone within their LinkPoint ReCAPP account.

•

Team Administrators have access and edit permissions for all end user details and visibility into all ReCAPPs and related Meetings for all end users on their assigned Teams. These can be accessed using the navigation pane. Team Administrators can initiate reset password requests for their team members only.

•

Standard Users are basic end users that have access only to their personal Profile details and their own ReCAPPs and related Meetings.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Working with Teams LinkPoint ReCAPP Organization Admins can group their end users according to Teams based on their own criteria. In many cases, Organization Admins choose to define their LinkPoint ReCAPP Teams to match their Salesforce Profiles, but this is not a requirement. In this section, you will learn how to create and organize your account Teams.

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Log in to LinkPoint ReCAPP, and select Organization on the navigation pane.

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Locate the Teams section. New accounts will include a Team named Default.

Tip: Teams cannot be deleted if there are end users assigned to them. Since the Organization Admin is automatically assigned to the Default Team during the setup process for the account, the team must be renamed or the Profile must be reassigned before deleting the Default Team.

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Click the Edit icon to update the Default Team.

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Change the Name in the Edit Team window and click the Save button when finished. Click Close to return to the Organization page.

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Note that the Team name is updated in both the Team section as well as in the Team column of the End Users section next to the Organization Admin.

Tip: The name is updated for all end users assigned to that Team when you update a Team name.

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Click the Create option in the Teams section to add a new Team to the account.

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Enter the Name in the Create Team window and click the Save button to continue. Make sure that the Enabled checkbox is selected in order for the Team to be an available option when adding end users. Click Close to return to the Organization page.

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Note that the newly added Team is added to the list in the Team section. Continue to follow these steps to add all necessary Teams to prepare to invite end users.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Inviting End Users via Import from CRM LinkPoint ReCAPP Organization Admins can invite groups of end users by using the Import from CRM option. This method is especially useful when first establishing an account and adding the initial group or teams. Organization Admins can use this feature to find and include end users that already exist within their instance of the CRM, cutting down on data entry or manual End User management for larger groups. In this section, you will learn how to add new end users via CRM import.

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Log in to LinkPoint ReCAPP and select Organization on the navigation pane.

Locate the End Users section and note the available data columns. You can click on the column headers to sort the data by either Name, Email Address, Enabled, Team, Security Role, or Invite.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Tip: For first-time access and setup, the only End User that will be displayed in the End User table will be the Organization Admin.

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Select the Import from CRM option in the End Users section.

Tip: To be able to import from the CRM, you will need to make sure that you have configured your own Profile settings. If you are not connected to your instance of Salesforce, you will not be able to proceed with the import.

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4

Enter search criteria in the Search field and click the Search button. You can search by a user name (such as Fred Johnson) or by a Profile name (such as Sales).

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Select the checkbox for each end user you want to invite to LinkPoint ReCAPP. You can click the checkbox at the top of the column to select all. This will move the selection to the Selected Users table on the right side of the screen.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Tip: Importing end users by Profile is especially useful if all members of the Salesforce Profile will be assigned to the same LinkPoint ReCAPP Team. Search the Salesforce Profile and then select all of the search results.

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Select the Deck that you want all of the selected end users to have access to when answering questions in the LinkPoint ReCAPP application.

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Select the Team that you want all of the selected end users to be assigned to within LinkPoint ReCAPP.

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Select the Team Role that you want to assign all of the selected end users to within LinkPoint ReCAPP.

Tip: The same Team Role may not apply to all of the end users on a specific Team. You can leave the Team Role blank for the import process and manually assign each Team Role to the end users as applicable. Alternatively, you can import a smaller batch of end users so that only end users who should be on the same Team and the same Team Role are selected.

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Select the Security Role that you want to assign all of the selected end users to within LinkPoint ReCAPP.

Tip: The same Security Role may not apply to all of the end users on a specific Team. The majority of your end users should be assigned the Standard User Security Role. If you are importing an entire team, and one end user should be designated as Team Administrator, assign all of the end users the Standard User Security Role. When you are finished the import, you can manually edit the single user who should be a Team Administrator and change their Security Role.

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Click the Import Selected button when you are finished.

Tip: The LinkPoint ReCAPP system will send an automated email to the end user, inviting them to set up their LinkPoint ReCAPP Profile and connect their Microsoft Exchange and Salesforce accounts.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Note that the newly added end users are now listed in the End User table. By default, the end user Profile is Enabled. In the Invite column, you will see the status listed as Reinvite, indicating that the end user has not yet clicked through to configure their Profile. Once the end user Profile is configured, the Status will change to Accepted.

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Tip: You can resend the invitation to the End User at any time by selecting the Reinvite link in the Status column of the End User table.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Inviting End Users by Email LinkPoint ReCAPP Organization Admins can invite specific end users by using the Invite by Email option. This method is especially useful when adding one-off users after an account has been established, such as after adding new hires or increasing your LinkPoint ReCAPP subscription to include more licenses. In this section, you will learn how to add new end users by inviting by email.

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Log in to LinkPoint ReCAPP and select Organization on the navigation pane.

Locate the End Users section and note the available data columns. You can click on the column headers to sort the data by either Name, Email Address, Enabled, Team, Security Role, or Invite.

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LinkPoint ReCAPP Pilot Program Setup Guide for Organization Admins Tip: For first-time access and setup, the only End User that will be displayed in the End User table will be the Organization Admin.

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Select the Invite by Email in the End Users section.

Enter the information into the corresponding fields in the Invite New End User window for First Name, Last Name, Email Address, Deck, Team, Team Role, and Security Role.

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Click the Invite button when you are finished. Then click the Close button in the Invite Confirmation window.

The LinkPoint ReCAPP system will send an automated email to the end user, inviting them to set up their LinkPoint ReCAPP Profile and connect their Microsoft Exchange and Salesforce accounts. Note that the newly added End User is now listed in the End User table. By default, the End User Profile is Enabled. In the Invite column, you will see the status listed as Reinvite, indicating that the End User has not yet clicked through to configure their Profile. Once the End User Profile is configured, the Status will change to Accepted.

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You can resend the invitation to the End User at any time by selecting the Reinvite link in the Status column of the End User table.

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Using the LinkPoint ReCAPP Mobile Application LinkPoint ReCAPP settings and end user administration is managed in the LinkPoint ReCAPP web portal. Once account configuration and end user invitations are complete, the LinkPoint ReCAPP experience shifts to the mobile application. All end users, including Organization Admins, receive an automated email once they have configured their Microsoft Exchange and Salesforce accounts with instructions regarding the download and set up of the LinkPoint ReCAPP mobile application. Additional Resources: For more information about the LinkPoint ReCAPP mobile application for iOS and Android devices, please refer to the LinkPoint ReCAPP End User Guide.

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Pilot Program Setup Guide for Organization Admins - LinkPoint360

Pilot Program Setup Guide for Organization Admins - LinkPoint360

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