2. Setting up a login to CMS

Setting up a Login to CMS - Video Tutorial

In order to integrate with Google Contacts, you need to have a login to the CMS Program with the required permissions to this feature.

If you don't currently have any user login to the CMS Program, follow these steps:
  1. Click Program Setup > Users/Groups Permissions



  2. Ensure that the Default group has permission to all features of the program.
    • Click the Groups option. 
    • Select the "Default" group.
    • Click Edit Group and check the Administrator check box.
    • Click OK
  3. Create a new User and assign that use to the Default group.
    • Click the Users option
    • Click New User
    • Enter the Username, select the Default group and create a Password.
    • Click OK
  4. Click OK in the Security Setup window and if prompted to Activate Security, click Yes.
  5. Close and restart the CMS Program for the changes to take effect.
If you already have a login to CMS, you need to ensure that you have permission to the "Google Integration" domain. This domain has been added with the release of this feature. By default, it won't be assigned to your Group.
  1. Click Program Setup > Users/Groups Permissions
  2. Click the Permissions tab.



  3. Select the Group that you are in (Default, for example).
  4. Select the "Google Integration" program domain.
  5. Under Permissions: Check the Read and Write check boxes.
    (If you only check Read, users in this group will be able to update Google contacts, but changes made to their Google contacts will not be updated in CMS.)
  6. Click Ok.
  7. If prompted, close and restart the CMS Program for the changes to take effect.
Multiple CMS Logins
You are able to have multiple logins to CMS. Each user login can be linked to their own Google Account and can choose contacts for Google.