Table of Contents

• Using the Admin Dashboard
• Org Settings
  • Org Profile
  • Domains
  • Features
  • Authentication
    • SSO/Login Options
    • App Connectors
    • Service Accounts
• Billing (formerly License and Checkout)
• Users (formerly Manage Users)
  • How do I create new users?
• Salesforce Sync
  • Sync Activity (formerly Sync Analytics)
  • Starting and Stopping Sync
  • Sync Settings (Settings > Sync > Org Settings)
  • Calendar Sync Settings
  • Email Sync Settings
  • Task Sync Settings
• Org Settings Management
• Sidebar
• Scheduling
  • Bookings (formerly Scheduling Usage Analytics)
  • Meeting Types
  • Scheduling Settings
    
    • General
    • Integrations
    • Branding
    • Notifications
    • Advanced
• Smart Scheduler

Using the Admin Dashboard

Cirrus Insight's Admin Dashboard is your portal to manage users, configure settings for your organization, update account information, review subscription details, and more.

This guide will help you navigate the Admin Dashboard to set up your organization for success.

Org Settings

Click your profile picture and choose Org Settings, or click the gear icon in the navigation blade and select the Org Settings tab. Organization pages are listed under ADMINISTRATION: Org Profile, Meeting Types, Users, Billing, Domains, and Advanced (Features and Authentication).

Org Profile

• Edit your company information.
  
  • Set Company Name and Web Address.
  • Set password reset requirements.
  • Review or email the Primary Admin.
  • View subscription plan and renewal date.
  • View current user count.
  • Upload company logo (click camera icon).
  • Click Update to save changes.

Domains

• Specify email domains for your organization.
  
  • Go to Settings > ADMINISTRATION > Domains and click Add Domain to specify all the email address domains your users will use to access Cirrus Insight.
  • This setup ensures new users are correctly added to your existing org.

Features

Gauge customer engagement by using the Web Visitor Tracking code to integrate your website's visitor traffic with email communications.

Upsell: Display overlays of enhanced features on the Sidebar which can be unlocked by purchasing.

Learn more: Admins | How do I use Web Visitor Tracking?

Authentication

SSO/Login Options

• Specify if users can log in to Cirrus Insight with these types of accounts:
  • Salesforce is the most common way to log in.
    • Custom URL: Additional Salesforce log-in option
    • Community URL: Additional Salesforce log-in option
  • Google, Microsoft, and Cirrus Insight (dedicated credentials) are other ways to log in.

App Connectors

• Decide if users can connect with each of these connectors: Google, Microsoft (O365 and/or Graph), and Exchange Username/PW Auth (with an optional Exchange Web Services URL). The Salesforce connector is always enabled and can't be turned off.

Service Accounts

• A service account acts on behalf of your users. This helps Admins add new users and manage or monitor users’ syncs.
  • Salesforce
  • Email (Google, Exchange, or Office 365)

Learn more:

• Admins | How do I set up a Salesforce Service Account?
• Admins | How do I set up a Google Workspace Service Account?
• Admins: How do I set up an Exchange Service Account?
  • Microsoft Exchange Connections- Graph API

Billing

Go to Settings > ADMINISTRATION > Billing.

• Review and update information regarding your license and billing.
  
  • Plans tab: Display current plan and features included.
  • Billing tab: Purchase additional licenses and update payment information.
  • History tab: See your transaction history over your account tenure.

Learn more: Admins | How do I use License & Checkout? 

Users

Salesforce Sync

• Choose which Syncs that users should be able to use by disabling or enabling the feature.
• Identify filed emails and events with a “Filed with CI” label in the email platform after using Sync or File Email. These are two separate toggles: Add “Filed with CI” label to emails and Add “Filed with CI” label to events.
• Set how often the sync processes runs. Running sync more often will generate more API requests to Salesforce. (Note: this setting controls the frequency for Calendar, Email, and Task Sync.)
• Sync frequency controls how soon a new email or event is picked up. It does not cause an item to be skipped. If an email never syncs, see Troubleshooting in How do I set up and use Email Sync?

Calendar Sync Settings

Rules

Filters

Users can change Filter settings, including blocked domains and email addresses, only if "Users can modify" is checked next to the Filters heading.

• Blocked Domains - Attendees with an email address on a blocked domain are never added to the synced Salesforce event or used to relate it to a Contact or Lead. By default, the rest of the event still syncs. If your Rule is Only sync events that contain an invitee or Only sync events that contain a contact or lead, an event whose only qualifying attendees are on blocked domains will not sync. To skip any event that has a blocked-domain attendee, turn on Prevent sync if any attendees are from blocked domains (see below).

• Blocked Email Addresses - Blocked email addresses are never added as invitees or related records on synced events. To skip any event that includes one of these addresses, turn on Prevent sync if any attendees have blocked email addresses.
  • For events with multiple attendees, only the blocked email address will be skipped and the other attendees will be synced.
• Prevent sync if any attendees are from blocked domains / Prevent sync if any attendees have blocked email addresses - Do not sync an event at all if any of its attendees are on a blocked domain or have a blocked email address. If the blocked attendee is later removed, the event syncs at the next sync cycle.
• Only Sync to Organizer  - If enabled, events with multiple internal invitees will only be synced by the event organizer’s (creator's) Salesforce account.

• Sync Private Events - Control how Calendar Sync handles private events with one of the following settings:

  • Do not sync private events

  • Sync only calendar without event details for private events

  • Sync both calendar and event details for private events

• Sync Partner Contacts (For Community Environments Only) - If your organization uses a Salesforce Community environment, you can configure Calendar Sync to relate synced events against Partner Contact records with this setting enabled.

• Filter Google events by color (For Gmail Only) - This filter setting allows you to decide which color(s) of Google Calendar events should be synced to Salesforce, and how events synced from Salesforce get colored in Google Calendar.

Enrichments

The Enrichments section provides you with the following parameters:

• Relate Synced Events to Accounts - By default, Calendar Sync will relate events synced to Salesforce to Contact/Lead records. With this setting enabled, synced events will also relate to the Account record that the Contact/Lead record is tied to.

• Smart Link - Smart Link will automatically relate synced events to an additional Salesforce record based on the rules that you set up.

• Enable Salesforce Invitees - When enabled, event invitees will be handled as follows:

  • Salesforce to Email – All Contacts and Leads on the event that has a populated email address will be included as invitees on the email version of the event.

  • Email to Salesforce – All invitees on the event will be checked against Salesforce Contacts and Leads. If the invitee exists as a Contact or Lead, they will be included as an Event Relation invitee on the Salesforce event.

  • Response Status – If the user has access to the response status tracking of an email event, then the sync will update the invitee response status in Salesforce.  (In Office 365, the user must be the meeting organizer to have this data.)

• Add User records to synced events using SF User Lookup - If this setting is enabled, Calendar Sync looks for attendees that exist as Users in Salesforce and adds those User Records to synced events.

Enrichments

The Enrichments section provides you with the following:

• Relate Synced Emails to Accounts - If enabled, synced emails will relate to the Account records (Parent records) housing the Contact or Lead in addition to the Contact/Lead records.

• Use Domain Matching to Relate Account when no Contact exists - If enabled, synced emails will relate to the Account if the email address is not yet tied to a record in Salesforce by matching the email address domain to the Account.

• Smart Link - If enabled, synced emails relate to the most recently Created or Modified record of the type you choose, for the email's Contact (Opportunities are found through the Contact's contact role relationship) or Account. For Cases and Opportunities, you can also choose which records to link (all, prioritize open, or ignore closed). You can select from:

  • Asset, Campaign, Case, Contract, Opportunity, Order

• Relate Emails to Custom Object - Automatically relate synced emails to any custom object that contains an Email field.

• Save Email IDs - Save each filed email's message ID and thread ID in Salesforce.

• Thread-Based Smart Link - Relate synced emails to the same records as messages already filed in that email thread (requires Save Email IDs).

Service accounts: If your org uses admin-managed Email Sync with a Salesforce Service Account, the service account must be able to view each Contact or Lead an email syncs to. If a record is owned by another user, confirm the integration user's role sits above the record owner's in the role hierarchy, or that it has the View All Data permission. For other reasons an email may not sync, see Troubleshooting in How do I set up and use Email Sync?

Learn more: How do I set up and use Email Sync?

Task Sync Settings

Rules & Advanced

• Sync tasks from email to Salesforce - When enabled, Task Sync will capture tasks residing in your email platform and synchronize them against your Salesforce tasks.

• Sync tasks from Salesforce to email - When enabled, Salesforce Sync will capture tasks residing in Salesforce, and synchronize them against your Email platform.

• Sync full task description - Choose whether to sync the full task description or just the subject.

Learn more: How do I set up and use Task Sync?

Sidebar

Admins can customize the Sidebar experience for their org, including whether certain features and functionalities are available or not.

General

From General settings, you can enable or disable features so they're either visible or hidden in the Sidebar, including Email Templates, Tabs (Work Tab, Scheduling Tab, and Analytics Tab on Sidebar), Email Blast, and the following customizations. (Email Tracking settings, including whether opens are tracked by default, are now managed in Buyer Signals settings.)

• Social Media Icons on Sidebar: Disabling this setting will remove the social media icons from the sidebar for all users in your org

• Add “Filed with CI” label to emails / Add “Filed with CI” label to events: Identify filed emails or events with a “Filed with CI” label in the email platform after using Sync or File Email. These are two separate toggles.

• User Downloads in Dashboard: If disabled, Downloads section is removed from the User Dashboard home page, preventing users from downloading the Sidebar from there.

• The Sidebar Action Items positioning can be re-ordered by simply dragging & dropping them into the area you wish them to appear. They can also be made hidden/visible by clicking.

• To avoid loading records for accounts/contacts/leads that are tied to a specific email domain, you can block the domain from the Select Domains to be blocked on sidebar field.

Salesforce Integration

• Search and Visibility: customize how the search function works and adjust the Sidebar UI based on the objects your Salesforce org prioritizes.

  • Search Contacts Using All Email Address Fields: Cirrus Insight usually attempts to use all email fields in the contact record to identify contacts. It's on by default. In some databases, this can cause poor performance; turn the toggle off to search only the primary email field.

  • Search for Person Accounts Before Contacts: If enabled, email address search order is Person Account, Contact, Lead

  • Always Search Leads (Even If Matching Contact Found): When searching for email recipients, by default Leads are not searched if an email address matches a Contact.

  • Object Visibility

    • Related Lists Display: Add all related lists for your Users to search across from the Sidebar.

    • Search Results Object List: Add all objects from your SF instance for Users to have visibility from the Sidebar.

    • Object list with topics enabled: Enable to use topics on records of a specific object type (must be enabled in Salesforce).

    • Combine account and contact related lists

    • Work Tab Objects (requires a Service Account)

    • “Create New” menu

    • “File Email” button

• Email: Customize Email Filing and List Send features.

• Attachments: Customize how Email Filing handles attachments.

• Calendar: Customize Event Filing behavior.

• Creating Records: Fine-tune the process of how users create new records from the Sidebar. 

Learn more: Admins | How do I customize Creating Records settings for my org?

Scheduling

To better understand what Scheduling can do, check out the feature page.

Bookings

• View org or user statistics and track how many meetings have been scheduled over time.

• Search for specific dates using the calendar icon and even export a CSV file with all the data for your records.

• Enable and disable calendars for your users.

Note: Users can have more than one calendar associated to their account.

Disable User Calendars (non service account connection):
If user's calendar shows "User" in the Credentials column, admins can only disable user calendars directly from this screen. Admins cannot enable calendars from this screen, but admins and the user can enable calendars by accessing the user's dashboard, navigating to the Calendar Views section and toggling the calendar on.

Enable and Disable User Calendars (w/ service account connection):

Admins can enable a user's calendar from this screen when a Service Account is connected for that user's email domain and the user has a Salesforce User ID in 18-character format. Once enabled, the Credentials column shows "Service Account". If the toggle is greyed out, hover over it to see why. 

To disable or enable a user's calendar, perform the following steps: 

• Go to Insights > Bookings and select the Org Activity tab.
• Find the toggle to the far right of the user's calendar you wish to modify. 
  • When the toggle is blue and to the right, the calendar is enabled.
  • When the toggle is grey and to the left, the calendar is disabled.

Disable multiple calendars: 

• When on the Bookings page admins can check the box next to any active calendars, which will pop out the Bulk Actions panel. Click Disable Selected. 
• When you disable a calendar it will no longer be shown in the user's My Calendars section. 

Enable multiple calendars (w/ service account connection): 

• When on the Bookings page admins can check the select-all checkbox in the header of the user list.
• After selecting all users, a Bulk Actions screen will appear on the right.
  • Double-check to make sure that the entire user group is selected by reviewing the “XX of XX calendars selected” message.  
• If all users are selected properly, select the “Enable Selected” button.
• After Enabling the Calendar Views for your users, all users will display “Service Account” under the Credentials column.
• Users can now begin customizing and sharing the Calendar views.

Meeting Types

Navigate to Meeting Types  to create and manage Meeting Types for the entire org.

• Creating a New Meeting Type:
  

  • Admins can create and customize new meeting types for their users here. From the Create New Meeting Type window, enter meeting parameters like web meeting links or conference rooms that will be included in the meeting invitation.

  • Optionally, add survey questions (e.g. “How many licenses is your company considering?”).

  • Once you've completed all the fields and functions that you want your users to use, click the Create button.
    

• Settings

  • Default Meeting Type (users can override): Makes this the default Meeting Type. Users can choose a different default.

  • Allow scheduler to edit meeting location: Available when the Location Type is Custom. Lets the person booking the meeting change the meeting location.

  • Allow users to hide: Allows users to hide the Meeting Type from their view in the sidebar

  • Allow users to duplicate: Users will be able to make a copy of the Meeting Type

  • Sync Calendar meetings to Salesforce when scheduled: When an event is scheduled through the Meeting Type, the event syncs to Salesforce. This option appears only when Allow syncing Calendar meetings to Salesforce when scheduled is on under Scheduling Settings > General (on by default).

    NOTE: Events created by this option reach Salesforce without any related records (no Contact or Account relations). If the user has Calendar Sync on, it adds those relations at its next sync cycle. If you already use Calendar Sync to capture your events in Salesforce, you don't need to turn this option on.

• Managing Meeting Types:

  • As an Admin, you can edit, duplicate, or delete existing Meeting Types for your org.

Scheduling Settings

Scheduling settings contain all the org level feature controls that affect all users within the org. You can learn more about changing these features here.

Click here if you would like to learn about how users configure their scheduling settings. 

General 

• Add parameters to Calendar Defaults like Calendar Taglines or Meeting Days, and set availability with days, hours, time zone, and meeting lengths.

• Decide if users should be allowed to create Calendar Views.
  

Integrations

• Microsoft Teams: Enables the 'Microsoft Teams' Location option on Meeting Type configurations (Microsoft 365 organizations).

• Zoom: Lets users generate unique Zoom meeting links for events scheduled through their Scheduling page. Each user must connect Zoom first.

• Google Meet: Enables Google Meet as a Location option on Meeting Type configurations.

• Custom Location: Enables the 'Custom' Location option on Meeting Type configurations.

Learn more: Admins | How do I set up the Microsoft Teams Integration for Scheduling?

Branding

• Default Profile Picture: A profile image helps tie your scheduling page to your brand

• Calendar Branding: Custom branding assets establish brand identity and consistency
  

Notifications

The Notifications page contains the admin org level control to enable or disable the SMS Reminders feature for user's scheduling page. You can learn more about the feature here. 

Advanced

• Feature Access:

  • Book Meeting: Controls access to Book Meeting for all users Learn More

  • Custom View: Controls access to Custom View links for all users Learn More

• Copy Link:

  • Link Styling: Control how your calendar link looks when pasted.

  • Encode links: Converts your calendar link into an encoded string of characters.

  
• Allow Cancel Meeting Option: If enabled, recipients can cancel meetings via the Scheduling confirmation email or the confirmation web page.

Learn more:

• Admins | How do I adjust org. settings for Scheduling?
• How do I set up Calendar Scheduling?
  
• How do I set a Custom View for my Scheduling link?
  

Smart Scheduler

• With Smart Scheduler, create a single schedule for multiple Sales Reps to automatically route customers to the appropriate and available Salespeople to ensure customers will always be connected with the best company rep to meet their needs, removing potential for mismatched reps and customers. 

  Learn more:

  • Sales Managers & Admins | Smart Scheduler Overview & Set Up
  • Sales Managers & Admins | Smart Scheduler Custom Attributes & Forms

Updated Nov 2026

Frequently asked questions

What can I do in the Cirrus Insight Admin Dashboard?

Admins use it to manage users, configure org settings for Sync, the Sidebar and Scheduling, set login options and service accounts, and review license and billing details.

How do I add users to Cirrus Insight?

Go to Settings > ADMINISTRATION > Users and click Create User. Use Single User to add one person at a time, Salesforce Import to bulk import from Salesforce, or CSV Import to create and update users from a CSV file.

What does the "Users can modify" checkbox do in Cirrus Insight?

When it's checked, users can change that setting for themselves. When it's unchecked, the admin's setting is pushed to every user's account.

How do I start or stop sync for several Cirrus Insight users at once?

On the Insights > Sync page, select the users, then choose Start Selected or Stop Selected from the Bulk Actions box. Only admins can start or stop syncs.

Does a faster sync frequency in Cirrus Insight use more Salesforce API calls?

Yes. Running sync more often generates more API requests to Salesforce. The frequency setting applies to Calendar, Email and Task Sync together.

How do I sign in to the Cirrus Insight Admin Dashboard?

Most orgs sign in with Salesforce. Admins can also allow Custom URL, Community URL, Google, Microsoft or dedicated Cirrus Insight credentials under Authentication > SSO/Login Options.