Integrations
Google, email, the website, and this documentation site.
Google, Email & Website Integrations
Some specifics below depend on how CBM's integrations are configured. Where you see "as configured," confirm the detail for your setup (or ask — see Getting Help and Next Steps).
Configuring System Email- (Allows sending new user email, forgot password and system notifications.)
Google (Gmail, Calendar, Contacts)
The CRM connects to Google so that email, calendar, and/or contacts work together (as configured). The most common admin task is re-authorizing when the connection drops — typically after a password change or when a sign-in token expires.
- Administration → Integrations → Google for the system connection; individual Gmail/Calendar links live under each user's preferences.
- If users report email or calendar not syncing, check the integration status and re-authorize (sign in and approve again with the CBM Google account).
If re-authorizing keeps failing, the underlying Google API credentials may need attention — that's a technical step; see Getting Help and Next Steps.
Outbound email
- Administration → Outbound Emails controls how the CRM sends mail.
- Quick check: trigger a password reset or notification and confirm it arrives.
If the CRM stops sending email (resets, notifications), outbound email settings or the Google connection are the usual causes.
Inbound email
- If configured, the CRM can capture incoming email under Email Accounts / Group Email Accounts.
The website
- CBM's public website connects to the CRM (as configured — e.g. intake forms creating records). If website-submitted data stops arriving, that integration and its API user are where to look.
The documentation site
- The Documentation tab links to this site — see The Documentation Site.
The Documentation Site
What this site is
The documentation you're reading lives on a separate documentation site at docs.clevelandbusinessmentors.org, independent of the CRM. It's organized as Shelves → Books → Chapters → Pages, grouped by audience:
- Start Here — CRM Introduction Guide (for everyone)
- Mentor Documentation — Mentor Guide
- Staff & Administration — Client Administration Team Guide, Mentor Administration Team Guide
- System Administration — this guide
The Documentation tab
Both the Production and Sandbox CRMs have a Documentation tab in the sidebar that opens this site in a new browser tab. See System Settings & the Navigation Menu for how that tab is set up.
Who can read it
The site is publicly readable — no login needed — so anyone with the link can reach the guides. Editing requires a login.
Editing content
- Sign in to edit. Pages can be written in a visual editor or Markdown, and every page keeps a full revision history, so any change is reviewable and reversible.
- Keep the guides aligned with the CRM: when a screen or process changes, update the matching page.
How it's hosted & maintained
- The site runs on its own small server, separate from the CRM, with automatic HTTPS.
- Full deploy and maintenance details live in the CBM repository runbook
infrastructure/CBM-Documentation-Site.md, summarized in Chapter 6 — Operations & Maintenance.