Linking your Email Account

Learn how to easily link your email account in just a few steps.

Posted on March 15th, 2023


To link your email provider, browse to your user profile record using the drop down in the top right. 

While on your profile, find the "Email provider connection" section. Click the button of the provider that has been enabled for your company.

Connecting Google

  1. Click the "Connect with Google" button
  2. You will be prompted to choose the Google Account
  3. Select the appropriate Account (login if needed)
  4. Provide the permissions for your Calendar and Email:
  5. Click "Continue"
  6. When you return to your profile screen, you should now see that you are connected.
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Connecting O365

  1. Click the "Connect with Office 365" Button
  2. You will be prompted to choose the Microsoft O365 Account to use.
  3. Select the appropriate Account (login if needed)

  4. Click "Consent on behalf of your organization", and then "Accept"

  5. You will be returned to the user Screen and see that you are connected.
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Info

Read more about Google and O365 permissions.