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How to set up the Service Account for Gmail signature integration with Templafy

This article explains the steps required to configure the Service Account in Google necessary for Email Signatures for Google Workspace.

  Prerequisites

  • Email Signature for Google Workspace module enabled.
  • Admin account in the Google Cloud Platform Workplace.

Create a new project

  1. Log in to https://console.cloud.google.com/ with an Admin account.

  2. Click the Organization selection menu on the blue header bar.
  3. Select the desired organization in the Select from... dropdown.
  4. Click NEW PROJECT in the upper right corner of the modal window.
  5. Name the Project and change the Organization and Location, if desired.
  6. Click CREATE:
    New_Project.png

  Note

You will be redirected back to the Dashboard screen and the Notifications dropdown will provide status.

Add the Gmail API

  1. Select the newly created Project from the dropdown in the blue banner bar.
  2. In the left-hand menu pane select APIs & Services > Enabled APIs & services:
    menuAPI.png

  3. Click + ENABLE APIS AND SERVICES in the APIs & Services menu bar:
    Enable_APIs.png
  4. Scroll down and click the Gmail API tile in the Google Workspace section:
    Gmail_API.png

  5. Click ENABLE:
    Gmail_API_Enable.png

  Note

You will be redirected to the API/Service Details window.

Create the credentials

  1. Click CREATE CREDENTIALS in the upper right of the window of the gray information banner.
  2. Configure the credential type.
    • Select Gmail API from the Select an API dropdown, if not already selected.
    • Select Application data for 'What data will be accessing?'.
    • Select No, I'm not using them for 'Are you planning to use this API with Compute Engine ...?':
      Credential_type.png
  3. Click NEXT.
  4. Provide a name for the Service Account. 
    Service_account_details.png
  5. Click CREATE AND CONTINUE.
    grant_project.png
  6. Click CONTINUE.
    Grant_users.png                                                                                         

      Important

    Do not add roles.

  7. Click DONE

      Important

    Do not enter information in the user access.

  Note

You will be redirected back to the API/Service Details window.

Create the service key

  1. In the Credentials menu, click the Service Account link (or edit button):
    SelectServiceAccount.png
  2. Click the KEYS tab on the top menu bar.
  3. Click ADD KEYCreate New Key:
    Add_Key.png
  4. Select JSON as the Format:
    Get_JSON.png
  5. Click CREATE.
  6. The Service Account key is now downloaded.

  Important

Enable the required scopes

  1. Click the DETAILS tab on the menu bar.
  2. Click the Advanced settings dropdown near the bottom:
    ServiceAccount_AdvancedSettings.png
  3. Under the Domain-wide Delegation section, copy the Client ID to the clipboard:
    Copy_ClientID.png

  4. Click VIEW GOOGLE WORKSPACE ADMIN CONSOLE.
  5. In the console menu, navigate to Security (if not visible, click Show more) > Access and data control > API controls:
    API_controls.png
  6. Scroll down to find Domain wide delegation.

  7. Click MANAGE DOMAIN WIDE DELEGATION.

  8. Click Add new in the API clients menu bar:
    Add_new.png
  9. Paste the Client ID previously copied to the clipboard.
  10. Add the following scopes one at a time (once the first one is pasted, a new line will appear).
    • https://www.googleapis.com/auth/gmail.settings.basic.

    • https://www.googleapis.com/auth/gmail.settings.sharing.
      New_client_ID.jpg

  11. Click AUTHORIZE.

  Note

The Service Account is finalized and ready to be used.

 

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