Enable or disable features for all users

You can enable or disable some features and integrations globally from the Settings page. Some features (such as Microsoft Office WebApps integration) require credentials for external services in order to enable them.

To integrate documents from Google Docs and SharePoint, users will need to enter their account credentials for those services in My Settings.

To enable or disable Cloud features:

  1. Ensure that you have the Admin role.

  2. From the Cloud menu, select Settings.

  3. Select Customization | Enable/Disable Features.

    Select Enable/Disable Settings on the Settings page.

  4. Enable or disable Cloud integrations in the Mashup sections. Note that:

    • You'll need to enter server details and admin-level credentials to enable SharePoint integration.

    • Integration will fail if two-factor authentication (2FA) is enabled in SharePoint.

    Google Calendar and Google Viewer selected in Firm Settings

  5. Enable or disable the Chat function in the Chat section. You can also set the number of days that the system retains messages.

    The Chat function selected in the Chat section

  6. If there are any additional engagement types that can be enabled or disabled, you can set them in the Other section.

  7. Select Save to apply your changes.

The Cloud interface will update to reflect your changes.