Concord settings configuration

Google worksapce configuration

After the module is activated, you can access Google Workspace settings in Settings -> Google Workspace. You need to enter the Google client ID, secret and project ID from the previous step. After you have saved the details, you can now proceed to the Google login settings with the steps mentioned below.

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✅ What You need to Do:

1. Head to the settings and click Sign in with Google

• Click the "Connect with Google" button.

• A new mini browser window will open.

• Select the Google account you want to connect.

2. Accept Permissions via Consent Screen

• Google will show a consent screen listing the permissions required by the CRM module.

• These include access to:

  • Google Drive

  • Google Docs

  • Google Sheets

  • Google Slides

  • Google Forms metadata

• Click "Allow" to grant access.

📌 Permissions are requested only for the scope needed to manage your files within the CRM securely.

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🔐 Security Notes

• OAuth tokens are stored securely and scoped per user.

• Each user logs into their own Google account, allowing for personalised document access.

• You can revoke access at any time from your Google Account’s Security page.

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🔄 What Happens After the Connection?

• A success message is shown.

• You are redirected back to the CRM.

• You can start syncing and managing your Google Workspace files.

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🧠 Tips & Troubleshooting

• If nothing happens after clicking Sign in, make sure pop-ups are allowed in your browser.

• If your access token expires, simply return to this page and sign in again.

• Only one Google account can be connected per CRM user at a time.