Connections Setup Training for Agencies (Elective Session)
Attendees: IT Team, Core Workamajig Implementation Team
This session may actually be done as part of the Discovery Call or Initial Setup. This 15-min session is designed to have your Implementation Team and IT team review the 3rd-party connections that can be made to Workamajig in regards to Login, Calendar, Project, etc. We want to make sure these connections are set up early in the process. This will allow your team to implement and test each connection during the setup/training process. This will help ensure that any issues that arise are taken care of before you begin releasing Workamajig to the rest of your Agency. Once your team has reached a decision, detailed setup documents are provided in the links below. Most IT teams are able to follow these with no further assistance. However, we do understand that not every setup is the same. If you have any issues with the setup of connections, please contact firstname.lastname@example.org. We are happy to set up a separate connections troubleshooting call with your IT Team.
Connections to be considered
Not all connections will be needed by your team. Please contact your Workamajig Account Manager if you are unsure which connections are appropriate or necessary for your team.
Browser Settings: Workamajig supports the latest 64bit versions of Chrome, Firefox, Edge/IE10, and Safari
LDAP Configuration: Used for Login verification. Only for agencies that have a locally hosted version of Workamajig
Single Sign-On: Used for Login verification. Only for agencies hosted on a Workamajig app server
SMTP: Used to pass outbound messages to your agency's SMTP server. This allows all email being generated from Workamajig to come from your domain's mail server. Only for agencies hosted on a Workamajig app server.
Exchange Server: (Tool Setup Required) connects user's personal Workamajig calendar to their Exchange/Outlook calendar
Google Calendar: connects user's personal Workamajig calendar to their Google Calendar. A single person is also able to connect a Workamajig public calendar to a "public" Google calendar
iCal/calDAV Sync: connects user's personal Workamajig calendar to a 3rd-party application that uses calDAV protocol.
webDAV Setup: (Tool Setup Maybe Required) connects Workamajig to any of the following file storage options: local Windows server, Amazon S3, or Box.com
Diary Mail Settings: connects Workamajig to a unique mailbox on your mail server that allows email communications to be tracked and threaded in Workamajig.
Strata/Freewheel: connects Workamajig to Strata/Freewheel. Formal training will occur after the team covers Billing and Purchasing in Workamajig. However, the StrataLink Tool allows you to "import" Clients and Vendors into Workamajig from Strata/Freewheel. If you are using Strata, immediately contact your Workamajig Account Manager at email@example.com. Attendees for this call should include Media Buyer, AP/AR Manager(s), Core Workamajig Implementation Team.