Each teammate can connect their own Google or Microsoft account from Settings → Connected channels. Connected accounts sync mail and calendar context for that user.
Connect Google
- Go to Settings → Connected channels.
- In the Google section, click Connect Google.
- Continue through the authorization flow.
- Return to Clearline and confirm the account shows Connected.
Connect Microsoft
- Go to Settings → Connected channels.
- In the Microsoft section, click Connect Outlook.
- Continue through the authorization flow.
- Return to Clearline and confirm the account shows Connected.
Sync settings
Open Manage account to configure:
- Contact creation behavior
- Whether personal email domains are blocked
- How far back to backsync
- Email visibility
- Domains and email addresses Clearline should not track
Account statuses
| Status | Meaning |
|---|
| Connected | Sync is active. |
| Error | The account needs attention. |
| Expired | Reconnect to resume syncing. |
If an account is expired or in error, reconnect it before relying on calendar availability or email sync for that user.
