Sign In If your site is integrated with your Microsoft Business Account, all Active Users require a Microsoft Identity in order to log in. See User Administration. OS Users who do not have a Microsoft Identity will receive an error when attempting to sign in. Sign In with your Microsoft Account: Go to your site’s […]

Since the OS is integrated with your Microsoft account, you can send an email directly from your Microsoft email address from within OS – without leaving the app! Send Email There are many areas of the application from which you can send an email (e.g. when clicking on a client email address). The steps below […]

Personal Calendars Manage your appointments with clients, and other calendar events from your OS. The calendars in OS are synced with your Outlook Calendars, so any events created here will appear in your Outlook Calendar. If you have your Outlook Calendar set up on your mobile device, it will also be synced with the calendar […]

Administrators can manage users and user access to OS from the Admin Panel. Important If migrating from GSuite to Microsoft, Active User profiles must be updated to reflect their associated Microsoft Identity. An OS Administrator can create a new User from an existing Microsoft account. They cannot create a new Microsoft Account.   Add User […]

The Microsoft Business Account Integration with OS provides enterprises with a new method of integrating their productivity tools with their business process platform. When your Microsoft Account integration is enabled, the following integration modules will be enabled: User Administration Authentication (Single Sign On) Calendar Email Important If your site is currently integrated with GSuite, please […]

The integration with ONTRAPORT will enable Contact data sync between both systems. The OS integration will allow you to: Pull new ONTRAPORT Contacts into OS Auto-update OS Contacts as their details are updated in ONTRAPORT Create new ONTRAPORT Contact from OS, and Add to Sequence See recent ONTRAPORT Activity history from Contact Profiles  [in development] Assumptions: You have Admin access to your ONTRAPORT cloud account.   Setup ONTRAPORT Integration Use of […]

The integration with Magento will enable Customer-Contact data sync between both systems. The OS integration will allow you to: Pull new Magento Customers into OS Warn you when a Magento Customer has updated their Profile information Create new Magento Customer accounts from OS See recent Customer order history from Contact Profiles  [in development] Assumptions: You have Admin access to your Magento cloud account.   Setup Magento Integration […]

As part of our commitment to building out seamless integration with other 3rd party productivity tools, the integration with Constant Contact will allow authorized users to send out their own group communication/marketing emails to a select list of clients. Alternatively, you can choose to manage email marketing and templates at an administrative level, to monitor outgoing […]

The OS comes loaded with a Basic video conferencing package: Access to one Basic Zoom.us seat for your site, integrated with your Meetings Dashboard Video Conference Manager. Online Meetings, Simplified One-click start and join, once downloaded Get high quality (HD) video and screen sharing capabilities Annotation capabilities Mobility: Connect from Anywhere Connect from a Mac, Windows, […]

The Pro video conferencing package allows you to integrate your own Zoom.us pro account with the OS. The tight integration allows everyone with a seat on that account to access additional features, including: Single Sign-on for Zoom.us through OS Meeting Dashboard Integration Meeting recordings through Zoom In order to upgrade, you must be registered for: Business Plan Education Plan Or […]