Knowledge Base

Getting Started

Admin Overview Guide
Cirrus Insight's Admin Dashboard is your portal to manage users, configure settings for your organization, update account information, review subscription details, and more.
How do I use Manage Connections (for Syncs)?
Connect your Salesforce & Email accounts from Manage Connections first so that you can later enable automatic Email/Calendar/Task Sync.
Admins | How do I adjust org. settings for Scheduling?
As a Cirrus Insight Admin, you can create/manage Meeting Types and adjust Scheduling Settings for your organization through the Admin Dashboard
Admins | How do I adjust Sidebar settings for my org?
Cirrus Insight Admins can customize the Sidebar experience for their org, including whether certain features and functionalities are available or not.
How do I sign into the Dashboard?
Sign into the Cirrus Insight Dashboard to configure profile and settings, enable syncs, adjust Calendar Scheduling pages, and more.
Admins | How do I install Cirrus Insight with Exchange on-premise?
For Exchange on-premises environments without access to OWA, the Exchange Admin should follow this guide to install Cirrus Insight on behalf of users.
How do I sign in to the Sidebar? | Outlook
After you install Cirrus Insight for Outlook, sign in to the Sidebar in your inbox to start filing emails to Salesforce, creating records, and much more.
How do I sign in to the Sidebar? | Gmail
After you install Cirrus Insight for Gmail, sign in to the Sidebar in your inbox to start filing emails to Salesforce, creating records, and much more.
How do I install Cirrus Insight for Gmail?
Create, edit and manage your Salesforce records from Gmail using the Cirrus Insight Chrome extension. Learn about the four easy steps to installing the extension.
How do I set up and use Calendar Sync?
Use Calendar Sync to keep events in sync between Salesforce and your email calendar. Set up rules, filters, and enhancements to customize which events should be synced.
How do I set up and use Email Sync?
Use Email Sync to automatically sync your emails to Salesforce. Set up rules, filters, and enhancements to customize which emails should be synced.
How do I set up Calendar Scheduling?
Customize your Meeting Types and Calendar Views to get the most out of Calendar Scheduling
How do I install Cirrus Insight for Outlook?
To start using Cirrus Insight for Outlook on PC or Mac, install the Cirrus Insight Office Add-in.
How do I set up and use Task Sync?
Use Task Sync to keep your tasks in sync between Salesforce and your email platform.
Admins | How do I create new users?
Cirrus Insight Admins can add new users to their organization's subscription manually or via Salesforce Import from the Admin Dashboard.
Admins | How do I use License & Checkout?
Cirrus Insight Admins can use License & Checkout to purchase licenses for the first time, make changes to an existing plan, edit billing details, or review billing history.