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How to use cloudHQ Chrome extensions with delegated accounts

/Misc Instructions /How to use cloudHQ Chrome extensions with delegated accounts
    1. Introduction
    2. Setup Procedure

    Introduction

    cloudHQ Chrome extensions work with delegated Google Workspace accounts.

    In Gmail, delegated account access lets a main account user (Owner) give another user (Delegate) the rights to read, send, and handle emails without sharing full account access or the password.

    Roles:

    1. Owner: The main Gmail user who wants to delegate some email tasks.
    2. Delegate: The person given permission to manage the Owner’s Gmail.

    More details on delegated accounts are in the support note Concept of delegated account in Gmail

    Setup Procedure

    To use cloudHQ with delegated Google Workspace accounts, the cloudHQ account of the owner (primary account) needs to be converted to password-based authentication. Then the cloudHQ username & password need to be shared with delegated users.

    So here is the procedure for how to use cloudHQ Chrome extensions with delegated accounts.

    1. The owner of the Google Workspace email account (owner@company.com) needs to install the cloudHQ Chrome extension (i.e., “Save Emails as PDF”) and create their cloudHQ account.
    2. The owner needs to email support@cloudhq.net and we will convert the owner’s cloudHQ authentication method to be username and password.
    3. The owner needs to send the cloudHQ username and password to delegated accounts (via a secure channel)
    4. Delegated accounts need to install the cloudHQ Chrome extension (i.e., “Save Emails as PDF”). When a delegated account switches to the owner account (owner@company.com) in Gmail, they will need to log into cloudHQ using a password from step 3

    Gmail delegated account; cloudhq delegated account; G Suite delegated account; how to use cloudHQ with delegated account

Tagged:gmaildelegated account

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