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:
- Go to the Admin Panel > Integrations in their Happeo
- Find the AODocs integration
- Enable the integration
Once the integration is enabled on the admin side, users should:
- Go to their personal Happeo Settings > Integrations
- Find the AODocs integration
- Enable the integration
- Follow the authorization steps
That’s it! You’ll now benefit from a more secure connection between your provisioning source and Happeo.
Why is Happeo changing how the AODocs integration is enabled?
Happeo is introducing a new toggle button in the Admin panel to give administrators global control over the AODocs integration, which was previously managed entirely by individual end-users. This change is being implemented on the 26th of September due to a combination of increased customer usage of the AODocs tool and valuable feedback received from customers who wanted better administrative oversight. By shifting to an admin-first activation model, Happeo aligns AODocs with how its other platform integrations are managed.
AODocs is a cloud-based document management and business process automation platform that is built directly on top of Google Drive and Google Workspace. Because of this deep connection, ensuring administrative control is crucial for maintaining proper organisational governance. Prior to this update, any end-user could enable the integration independently without centralised approval.
Once the new update goes live, the integration will only become available to individual users after a system administrator has explicitly toggled it on in the global settings. If you already have team members utilising AODocs within your digital workplace, this update requires prompt action from your IT or platform administrators to prevent any disruption in their workflows. By implementing this administrative gate, your organisation will benefit from a far more secure, controlled, and reliable connection between your provisioning source and the Happeo platform.
What steps do Happeo administrators need to take to enable the AODocs integration?
To enable the AODocs integration globally, Happeo administrators must complete a few simple configuration steps within the centralised platform settings on or after the 26th of September. First, you will need to log into your Happeo account with administrative privileges and navigate directly to the Admin Panel. From there, locate and click on the Integrations section, which houses all the third-party connection settings.
Once you are inside the Integrations menu, scroll through the list of available services to find the specific entry for the AODocs integration. You will then see the new toggle button that has been introduced with this security update. Simply click this button to enable the integration globally across your entire Happeo platform, giving you full administrative control.
It is important to note that this action by the administrator is a mandatory prerequisite before any individual team members can access or configure the tool. If you do not perform this step in the Admin Panel, your users will not see the option to connect their accounts. After you have successfully enabled the integration, you should advise your team members to activate it individually.
To complete the process, users will need to log into their profiles and activate the connection in their own user-integration settings. This new two-tier activation process ensures that platform administrators always retain complete oversight of which third-party systems are permitted to interact with company data, resulting in a much more secure connection overall.
What do individual users need to do to continue using the AODocs integration?
Individual users who want to continue using or start using the AODocs integration must manually enable the feature in their personal settings, but only after their system administrator has first activated it globally. Once your organisation’s administrator has toggled the integration on within the Happeo Admin Panel, you can proceed with your own setup. To do this, you need to log into your personal Happeo account.
Once logged in, navigate to your user profile settings menu and look for the section labelled Integrations. This area displays the various tools and applications you can connect to your workspace. Scroll through this list until you find the AODocs integration, which is a document management and process automation platform built on Google Workspace. Toggle the integration switch to start activation.
After toggling the switch, you will be prompted to follow a series of straightforward authorization steps on your screen. These steps are necessary to securely link your Happeo profile with your AODocs account and grant the required permissions. Completing this authorization process is essential, as it establishes a highly secure connection between your primary provisioning source and Happeo.
Once these steps are finished, the integration will be fully active and ready for daily use. Please ensure you do not attempt these steps until after the 26th of September, and only after your administrator has confirmed they have completed their global setup. This ensures that your connection is properly authorised and secure under the new administrative system.
