Administrators

This guide will explain you how to use your Administrator settings and help you make sure your org in ready for your users.

Administrator Settings

To access administrator settings, click in your avatar on the top left corner of our app. You will see the following dropdown and if you have Administrator rights, you will see the following option.

In your Administrator settings, you can:

• Install Outlook add-in
• Connect a Shared Calendar
• Configure users permissions
• Add a scanner e-mail
• Import data
• Manage Integrations

Install Outlook add-in

1. Go to www.office.com using a Microsoft account with administrative rights on Exchange Online. Then click on the Admin page.

2. Once on the Microsoft 365 admin center, click on the Settings section and then Integrated apps

3. Click on Upload custom apps, then select Office add-in as the app type.

4. Use the following link in Provide link to manifest file: https://app.ketl.ch/outlook-addin/manifest.prod.xml

5. Click then on Validate and once validate, click on Next.

6. Select who should have access to the add-in and click Next.

7. Review the required access rights of the add-in and click Next until the add-in is deployed.

Connect a Shared Calendar

To connect a shared calendar go to Admin settings - Calendar and select your Active Calendar Group.

Important - Anyone who has access to the calendar will have access to the name of any document/project/entity linked to events indiscriminately of the access right of the given user.

Configure users permissions

You can view the list of your organization users by going to Admin settings - Users.

After each user, you have a toggle to make them an Administrator, and two buttons, one to Remove the selected user from your organization and one to Reset its connection.

At the bottom of your user list you will also find a button to Add new users. Clicking on it will open a left side drawer where you can fill the required fields and create a new user to your organization.

Add a scanner e-mail

Documents can be automatically imported into Ketl via a scanner e-mail. These are usually your e-mails attached to your printers or scanners. To connect a scanner e-mail simply go to Admin settings - Documents and click in Add scanner e-mail.

Now every time you receive a document in the connected e-mail, it should appear in your Inbox in Ketl.

Import data

Contacts and projects are the core entities used to manage work in Ketl. Each contact or project can contain many informations attached to them. That information is then used to generate filters, templates and more.

Currently Ketl allows you to freely import data from any .csv, we'll attempt to match data from the file with a similar field in your workspace graph. If a field from the source file does not match, it may not be imported.

To access the import interface, please navigate to Admin settings - Imports, then select the type of data you want to import.

Your .csv should contain one of the following delimiter symbols: ; or ,.

If it looks like something didn't import properly, or you are having trouble importing data let us know at support@ketl.ch.

Manage Integrations

You can manage your organization integrations by navigating to Admin settings - Connections.

Your Microsoft connected accounts listed in this page are used to manage your Shared Calendar.

Create a new user

Prerequisites:

• Notify Ketl of any user changes (creation/deletion).
• You must have administration rights.
• Ensure that the operation is permitted on your organisation
• Check that your ketl organisation is not linked to ForenSys

• Click in your User avatar → Admin settings → Users → Add user

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• Fill all the fields → Click Submit

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• Optional: Toggle the blue dont to make this user an Administrator

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