User templates for Office 365
Last updated
Last updated
Yoxel templates allow administrators to setup team wide sync configurations. Multiple templates can be configured to support groups of users with different sync requirements. With the templates in place new users just have to authorize Yoxel to access their Teamwork and Office 365 accounts, all sync rules will be pre-configured for them automatically.
Templates are accessible only by Teamwork administrators. To access Yoxel templates navigate to the Yoxel Sync page and click the template icon:
Yoxel allows administrators to setup multiple templates. To create additional templates please select the "Create template" option in the template dropdown.
Once in the template setup wizard the Teamwork service is automatically pre-populated based on the current Teamwork company profile. Administrators need to expand the Teamwork service and select if they would like users to sync Calendar and/or Tasks. Make sure that the Teamwork service is set to Active. “Lock user settings” option will lock user-level service settings. Users will not be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locked Teamwork service, a user would not be able to start task synchronization.
To set Gmail service, administrators need to: 1. Choose Office 365 in the “Add service” drop down menu
2. Specify how the Office 365 service should be named in the Yoxel Sync app instance by entering the name in the "Display name" field.
3. Specify Office 365 domains that users use. Only the users with emails from these domains will be allowed to use the service. 4. To finalize the Office 365 service setup administrators need to select if they would like their users to sync Calendar and/or Tasks. “Lock user settings” option will lock user-level service settings. Users will not be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locks the Office 365 service, a user will not be able to start task synchronization. The next step is to save changes by clicking the Save button and then to proceed to setting up sync rules by clicking Go to step 2 > button.
Administrators are able to preset each sync rule
Learn more about Calendar sync rules for Outlook.
Learn more about Task sync rules for Outlook.
After you are done with the sync rule setup proceed by clicking on the "Publish template" button. Admins will be able to modify the rules after they are published by navigating to each rule and expanding each section.
