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.