CONNECTIONS & INTEGRATIONS

Managing Your Dialogica Connections

Connect Dialogica to the services your organization has made available to you.

Category: Connections & Integrations   |   Audience: All users   |    Suggested slug: managing-dialogica-connections

How connection availability works

Step 1  |   Plan or contract

Your organization's Dialogica plan determines which provider integrations can be made available.

Step 2  |   Administrator enablement

An organization administrator enables an included provider in the Dialogica Admin Portal. Enabling a provider makes it available to members; it does not connect an individual user's account.

Step 3  |   User authorization

Each user opens Dialogica Settings > Integrations and connects their own account using the sign-in and consent process for that provider.

DIALOGICA HELP CENTER   /    CONNECTIONS & INTEGRATIONS

For organization administrators

In the Admin Portal, open Integrations to review provider availability and enablement.

Admin Portal: provider integrations available to the organization.

• Enabled: Members can connect the provider from the Dialogica app.
• Not enabled: The provider is included and configured, but members cannot connect it until an administrator enables it.
• Locked or unavailable: The provider is not included in the current plan or contract and cannot be enabled until availability changes.

View integrations available to you

Open Dialogica and go to Settings > Integrations. The Available section shows services that your organization permits you to connect.

Settings > Integrations: select Connect on an available provider.

Connect a service

Step 1  |   Select Connect

Choose the provider you want to use from the Available section.

Step 2  |   Sign in with the correct account

A browser window may open. Sign in using the work account authorized by your organization.

Step 3  |   Review and approve access

Follow the provider's on-screen authorization steps. If the provider requires administrator approval, contact your organization's IT administrator.

Step 4  |   Return to Dialogica

After authorization completes, return to the app. The provider should move to the Connected section.

If a service is not listed

A missing integration is usually not available under the organization's current plan or has not been enabled in the Admin Portal. Ask your administrator to confirm both settings.

DIALOGICA HELP CENTER   /    CONNECTIONS & INTEGRATIONS

Manage connected integrations

The Connected section shows the accounts currently authorized for Dialogica. Controls vary by provider and by your organization's configuration.

Connected integrations may include provider-specific sync or service controls.

• Connected: The provider account is authorized for use in Dialogica.
• Sync controls: Some providers include a Sync toggle or similar provider-specific setting.
• Optional services: A connected provider may expose additional services, such as SharePoint under Microsoft 365, when permitted by your organization.
• Timing: Changes apply immediately, although email and calendar synchronization may take a moment after connecting.

Reconnect a service

If a connection needs attention, select the provider and repeat the on-screen sign-in or authorization steps. This may be required after a password change, expired authorization, or organization change.

Troubleshooting

• The provider is not shown: Ask whether it is included in the plan and enabled in the Admin Portal.
• Administrator approval is required: Contact your IT administrator and provide the provider name.
• Sign-in or synchronization does not finish: Return to Dialogica, retry with the correct work account, and allow synchronization a moment to complete.
• A setting cannot be changed: It may be controlled centrally by your organization.

Need help?

Contact your IT administrator or Dialogica Support. Include the provider name, whether it appears under Available or Connected, and a screenshot without confidential client information or work product.