Installing Redactify#

Getting started with Redactify is a quick process that takes only a few minutes.

Requirements#

  • You must be a Super Admin in your HubSpot portal to install Redactify.
  • Ensure you are logged into your HubSpot account before beginning the installation.

Installation Steps#

  1. Initiate the Install: Navigate to the OrangeMage Apps page and click on Install Redactify. You will be redirected to the HubSpot OAuth authorization page.
  2. Select Your Portal: Choose the HubSpot portal where you want to install Redactify.
  3. Grant Permissions: Review the requested permissions. Redactify requires access to read and update engagement records (emails, notes, tasks, meetings, calls) to perform its redaction duties. Click Connect App.
  4. Configuration: Once installed, you will be redirected to the Redactify settings page within your HubSpot portal to configure your redaction patterns.

Post-Installation#

Once installed, Redactify runs entirely in the background. It will automatically listen for new engagement records and scan them based on your configured rules.

To adjust your settings at any time, navigate to Settings > Integrations > Connected Apps > Redactify in your HubSpot portal.

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