365 Integration: User Profile Settings

The 365 Settings in the Profile is related to the logged in user. The Settings section will display which permissions have been granted, the last time your email was checked, the document root folder and the default calendar.

If you are a user of 365, you will be able to edit your permissions directly from the User Profile Settings. If you are a 365 + Azure user, the permissions for your user are granted at the Firm level and you can not change them.

Please Note: The Document Settings information below applies only to existing Clockwork firms that already have OneDrive document storage configured. This document storage setup is no longer available for new firms.

For existing firms with OneDrive document storage configured, the Document Settings allow users to select the default folder they would like to pick files from and save files to. The File Picker allows users to navigate through their drive when adding files to Clockwork. However, there is no way to specify a different destination folder when adding files to the drive from different areas of the application. Files will be saved to the default folder selected here.

Clockwork automatically selects the OneDrive root folder, so no change is necessary for firms that already use this integration. If a file is moved to another location within the drive, Clockwork can still retrieve it. Document links may be broken if the file is deleted from the user’s drive or if its permissions are changed.

The Calendar Settings allows Users to select which default Calendar they would like to retrieve events from and add events to. Clockwork does not sync with multiple calendars. Ensuring that the Calendar you would like sync’d is selected here is important for continuity between the two systems. 

*Please Note: Granting the permission in Firm Settings  for Azure will occur once. In order to remove or change the permissions, it has to be done in the 365 Admin.