- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Link Workbooks to Microsoft Azure
Note: In order to complete this first stage you will need information from both a Workbooks Administrator and an Active Directory Administrator.
The first step is to link your Workbooks account to Microsoft Azure. This only needs to be done once, not for each user.
As a Workbooks Administrator, you will need to navigate to Start > Configuration > Account Settings > Authentication and click on Microsoft authentication.
Then click on Add Workbooks to Azure…
You will be presented with a screen to Log in to your Microsoft account. You need to log in as a user with Azure Administrator privileges.
If you have the correct Azure Administrative privileges you will see the following screen. We only ask for the lowest amount of access that is needed for user authentication to work. You are accepting on behalf of your organisation so will need to get appropriate permission before doing so.
Accept the permissions request. After you click Accept you will see a confirmation page that explains your next steps:
After the confirmation page closes, you will now see that Microsoft authentication is enabled within Workbooks.
If you do not have appropriate authority in Azure to grant Workbooks permission to access user accounts, then you will see the below error. You will need to work with your IT Team / Azure Administrator to complete these steps to enable Microsoft authentication in Workbooks.
Once you have setup the link between Workbooks and Azure Active Directory you can start to create User Templates if you want to provision licences automatically through AD.
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