Scheduling Setup: G-Suite Configuration Steps

Installing the Cronofy application in G-Suite

The following steps need to be completed to enable ConveyIQ Scheduling with G-Suite.

1. To configure access to calendars hosted by Google an administrator of your Google Apps domain will need to first install the Cronofy G-Suite Application.

   Note: If a non-administrator user attempts to install the app this will be rejected.

2. When the Cronofy App is installed under Apps > Marketplace Apps click the app to see settings
3. Click Edit Service.

1. Under the Service Status section make sure it is set to ON for everyone.

1. Make sure the settings apply to users in All Organizational Units.
2. Click Save (if any changes made).

Creating a Service Account and set permissions

1. Go to https://admin.google.com/ac/users and click ‘Add new user’.
2. Create a new user account that will serve as a Service Account under the root Organizational Unit. Make sure the account does not belong to a physical person.
3. Once the user is created, click the user to access details.
4. Expand the ‘Admin roles and privileges' section.
5. Click Create a custom role.
6. Click Create new role.
7. Give the desired name e.g.: Cronofy Admin
8. Click Create.
9. Select the following privileges:
   • Under ‘API Admin Privileges’ expand Users and check the ‘Read’ checkbox.
   • Under ‘API Admin Privileges’ check the ‘Domain Management’ checkbox.

For a more restricted service account setup, please check these instructions: Restricting Service Account Access

Authorizing Calendar Access

Note: For this step, you will need a user account for ConveyIQ with Company Admin permissions. If you do not have an account already, contact Support.

1. Open a browser tab (preferably incognito) where you are not logged in to G-Suite.
2. Sign in to ConveyIQ applicationhttps://identity-provider.na.conveyiq.com/session/landing
3. Once signed in, click Settings from the left side menu.
4. On the 'Company' tab, expand the 'Calendar Authorization' section.
5. Click the Authorize Calendar.
6. In the Email field, enter the Service Account email address created in step 1.2
7. Click Continue.
8. You should be redirected to the Cronofy Enterprise Connect application.
9. Choose the 'Google' option.
10. After selecting Google you will see a screen similar to this:
11. Check the 'I have installed the Cronofy app on our GSuite domain' checkbox.
12. Check the 'I agree to the Cronofy Terms of Service and Privacy Policy' checkbox.
13. Click the Link GSuiteDomain.
14. You will be asked to sign in, make sure to sign in with the Service account entered in step 6.
15. After successful sign in you will be redirected back to ConveyIQ application > Settings page.
16. You are done! Just in case, refresh the page and check the Calendar Authorization section, it should look similar to this: