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Selecting an Online Integration

Learn how to choose your default online integration or set one per job here.

Written by Maahi Islam
Updated over 3 weeks ago

Setting an Online Integration for all Jobs

A default online whiteboard integration that is applied to all created Jobs can be specified within the Activity panel in System > Settings > People and Activity > Activity.

The Default Online Integration dropdown menu (highlighted) can be found at the bottom of the Activity panel found in your system settings.

Online whiteboard integrations can be removed via System > Settings > Integrations > Online Integrations - select the integration you wish to remove from the Your Integrations panel and select the Remove button.

Selecting an Online Integration for a specific Job

Conversely to the above, you can select which online integration you want to use on a Job-by-Job basis. Once you have created a Job, you can select which whiteboard you would like to use, by selecting the Online Integration button.

Online integrations can be specified on a per-Job basis. Once a Job has been created, select Actions > Select Online Integration to set a default whiteboard for that Job.

Selecting an online integration on a Job.

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