Admin

Admin Overview Guide

Cirrus Insight's Admin Dashboard is your portal to manage users, configure settings for your organization, update account information, subscription, & more

How do I generate research with Meeting AI

Learn how Meeting AI generates research, and how you can get access to utilize this powerful tool to propel sales.

Admins | Sign Into Cirrus Insight with a Custom Salesforce Sandbox Domain

This Knowledge Base article covers how to sign into Cirrus Insight using a custom Salesforce sandbox domain.

Sales Managers & Admins | Smart Scheduler Custom Attributes & Forms

This Knowledge Base article provides a detailed overview of custom attributes and forms within Smart Scheduler. Best for sales managers and admins.

Sales Managers & Admins | Smart Scheduler Overview and Set Up

This Knowledge Base article provides an in-depth overview and set up guide of Smart Scheduler for sales managers and admins.

How do I enable Thread-Based Sync for my org using Email Message Object?

Learn how to enable Thread-Based Sync using Email Message Object for Cirrus Insight. Allow users to manually change & set related records on synced emails.

How do I enable Thread-Based Sync for my org using Tasks?

Learn how to enable Thread-Based Sync using Tasks. Save the email’s message ID & thread ID to the synced email in Salesforce to identify specific emails.

Admins | How do I set up Email Blast Sync?

Admin Guide: Set up Email Blast Sync effortlessly in Cirrus Insight. Enhance email outreach efficiency. Get step-by-step instructions here.

Admins | How do I impersonate a user?

Learn how to effectively impersonate users as an admin for seamless troubleshooting and support. Enhance your user management skills today!

Admins | Customize Sidebar Field Layouts

Learn how to customize and rearrange object fields in the Cirrus Insight Sidebar without altering the Salesforce page layout.

Google Meet Integration: Feature Sheet

Discover how Cirrus Insight's Google Meet Integration for Scheduling can simplify meeting planning by generating Meet links and custom URLs automatically.

Outlook Web-Based Add-Ins vs. COM-Based Add-Ins: The Benefits of Web-Based Add-Ins

Discover the contrasts between COM and Web Add-ins for Outlook users. Learn which one is better suited for your needs in this Knowledge Base article.

Migrating Calendar Syncing to Cirrus Insight

Migrating Calendar Syncing to Cirrus Insight. Follow best practices and avoid data duplication during migration. Learn more now.

Admins | How do I enable and set up Email Blast?

Enable and set up Email Blasts so users can send templated, personalized emails to custom recipient lists, directly from their own email addresses.

Admins | How do I enable API access in Salesforce?

Users need the API Enabled permission enabled in Salesforce in order to use Cirrus Insight.

Admins | How do I allow new Graph API permissions for my Office org?

Due to Microsoft changes, organizations currently utilizing the REST API Office connection must transition to Graph API to prevent disruption to core Cirrus Insight features.

Admins | How do I set up a Google Workspace Service Account?

Learn how to set up a Google Workspace Service Account step-by-step. Get a comprehensive guide to creating and managing service accounts efficiently.

Admins | How do I determine if a record was created by Cirrus Insight?

You can create a set of custom fields in Salesforce to easily determine if a record was created by Cirrus Insight and then report on that data.

Admins | How do I cancel my org.'s subscription?

Start a chat with our Support team from any page on our website with a quick explanation of your situation and we'll help however we can, even if that means simply processing your cancellation.

Admins | How do I adjust org settings for Scheduling?

As a Cirrus Insight Admin, you can create/manage Meeting Types and adjust Scheduling Settings for your organization through the Admin Dashboard

Admins | How do I adjust Sidebar settings for my org?

Cirrus Insight Admins can customize the Sidebar experience for their org, including whether certain features and functionalities are available or not.

How do I sign into the Dashboard?

Sign into the Cirrus Insight Dashboard to configure profile and settings, enable syncs, adjust Calendar Scheduling pages, and more.

Admins | How do I install Cirrus Insight with Exchange on-premise?

For Exchange on-premises environments without access to OWA, the Exchange Admin should follow this guide to install Cirrus Insight on behalf of users.

Admins | How do I set up the Microsoft Teams Integration for Scheduling?

Microsoft Teams Integration automatically generates Microsoft Teams meeting links when users schedule meetings through Cirrus Insight.

Admins | How do I customize Creating Records settings for my org?

As an Admin, you can fine-tune the process of how users create new records from the Sidebar by adjusting Creating Records settings. Learn exactly what these settings do and how to adjust them based on your org’s needs.

How to Use Cirrus Insight's Rest API for Calendar Scheduling

Designed for Admins, systems integrators, and developers looking to incorporate advanced custom options to embed Cirrus Insight’s calendar sharing URL links into business workflows based on a list of email ad

Cirrus Insight's Rest API - Technical Documentation

Designed for Software Engineers, IT Analysts, and Web Developers. The Cirrus Insight API can build apps or workflows using Cirrus Insight.

Admins | How do I allow Cirrus Insight through Google Workspace?

Learn how to allow the Cirrus Insight app if you are a Google Workspace admin.

IT Admins | How do I add Cirrus Insight to trusted/allowed lists?

IT information about email delivery, Salesforce authentication & login IP ranges, trusted domains, IP addresses for firewalls, and proxy servers.

Admins: How do I set up an Exchange Service Account?

Learn how to setup an exchange impersonation service account in Cirrus Insight.

Admins | How do I set up a Salesforce Service Account?

Learn how to set up a Salesforce Service Account to connect Cirrus Insight to Salesforce.

How do I setup an Exchange Service Account in Cirrus Insight?

The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to set up an exchange service account in Cirrus Insight.

Sync Administration with a Service Account

The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about the capabilities of Sync.

Will Cirrus Insight work with Custom Objects?

The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how Zynbit works with custom objects.

Admins | How do I deploy Cirrus Insight for Office users?

Office 365 Admins can deploy the Cirrus Insight add-in for users from the Office admin center by using the official steps from Microsoft.

Admins | How do I reassign Cirrus Insight user licenses?

How do I Reassign Cirrus Insight Licenses?

How Do I Change the Credit Card used for Payment?

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to change the credit card used for payment in Cirrus Insight.

Admins | How do I create new users?

Cirrus Insight Admins can add new users to their organization's subscription manually or via Salesforce Import from the Admin Dashboard.

Admins | How do I use License & Checkout?

Cirrus Insight Admins can use License & Checkout to purchase licenses for the first time, make changes to an existing plan, edit billing details, or review billing history.

How do I make someone a Cirrus Insight Admin?

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to make a user a Cirrus Insight Admin.

How do I Configure Salesforce Notifications?

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about configuring notifications in reminders in Cirrus Insight.

How Do I Connect Sidebar to a Salesforce Sandbox?

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to connect Sidebar to a Salesforce SandBox account.

Admins | How do I use Web Visitor Tracking?

Learn how to gauge customer engagement by using the Web Visitor Tracking code to integrate your website's visitor traffic with email communications.

Salesforce Integration Overview for CRM Admins

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about the Salesforce integration feature for CRM Admins.

Admins: How do I deploy Cirrus Insight for my org?

Google Admins can deploy the Cirrus Insight Chrome extension for users from the Google Admin console by using the official steps from Google.

Improved Contact Recognition and Loading Speed

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to improve your contact recognition and loading speed.

Admins | How do I customize Salesforce to change Sidebar field displays?

To adjust how fields display in the Sidebar, edit the appropriate layout(s) in Salesforce.

Cirrus Insight is Running Slowly. What Can I do to Improve Performance?

The Cirrus Insight Knowledge Base is your go-to spot for any questions/tips surrounding Cirrus Insight. Learn how to improve Cirrus Insight's performance.