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Action required: enable AODocs integration in Admin integrations panel

Action required: enable AODocs integration in Admin integrations panel

2 mins read

Fri, Sep 1, '23  


If this article was sent to you, it means some of your users are using AODocs with Happeo. AODocs is a cloud-based document management and business process automation platform built on top of Google Drive and Google Workspace. Read more about Happeo’s integration with AODocs here. 

Due to increased customer usage of Happeo’s AODocs integration and recent customer feedback, on the 26th of September we are adding a button to enable the AODocs integration in Happeo’s Admin panel. This gives Admins the power to globally enable or disable the integration across their Happeo platform, much like how other integrations work. 

This means that from the 26th of September on, only after the integration is toggled on by Admins, can users then enable it for themselves in their own user-integration settings. Previously it was entirely end-user controlled, so Admins had no global option to enable the integration. 

Do you intend to (continue to) use AODocs in your organization? Then we suggest that after the 26th of September, you as an Admin turn the integration on in the Admin panel. After that, advise your users to do the same in their own user-integration settings.

Here’s how that will work in a few simple steps:

Admins should:

  1. Go to the Admin Panel > Integrations in their Happeo 
  2. Find the AODocs integration
  3. Enable the integration

Once the integration is enabled on the admin side, users should:

  1. Go to their personal Happeo Settings > Integrations
  2. Find the AODocs integration
  3. Enable the integration
  4. Follow the authorization steps

 

That’s it! You’ll now benefit from a more secure connection between your provisioning source and Happeo.