Walkthroughs

CustomizationBasic customizationAdditional customizationTeamwork and supportHand-offsNEW Tickets and support trackingTime trackingWorkflowsIntroductionSetting upUsingExampleOrganization and visibilityDashboardSearchingNEW Geo mapping and territoriesCommunication and accessNEW Email linkingData security controlsCollaboratorsGoogle email & calendar securityGoogle WorkspaceGoogle Calendar integrationGoogle email integrationGoogle Gmail Add-onGoogle Sheets integration & reporting

Google email & calendar security

Solve’s Google email integration and Google Calendar integration provide flexible security options for how each user’s Google data is shared on records.

GmailIndividuals set preferences on which of their emails are available to link to Solve records, and specifically who in Solve can see them.
Google eventsSolve honors the security settings specified in Google. Individuals simply select which of the calendars they have access to are shown within Solve. Our experts offer a Google best practice for event sharing.

Tap Settings > Link Google email and calendar, to set individual user preference.