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Organizations on Office 365:
Prerequisite for Office 365 users only *(not required for outlook.com users):*
It is required that an administrator for Office 365 allow your Office365 users to consent to adding apps. The Office 365 administrator can do that by:
- In the Microsoft 365 admin center, go to Settings > Org settings > Services page, and then select User consent to apps.
- On the User Consent to apps page, select the option to turn User Consent On
Note: If you wish to not leave this setting On, you can revert this to Off after all users have connected their email accounts to Client Hub
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Connect to MSFT Email box via Client Hub:
- Choose the Inbox icon on the left menu
- Choose the Connect Account button and then Microsoft
- Login to your Microsoft account and authorize the Client Hub application: You will now see a dialog where you can log in to your Microsoft account with your usual credentials Then, you can authorize Client Hub as an app to access your data
To Finish:
- If all was successful, you will see a message saying that we are now syncing emails from your email servers
- The initial sync takes a few minutes and your page will not automatically update when done (we are working to improve this). Go to other pages in Client Hub and then return to this page a few minutes later from the Inbox icon and refresh the page to see your emails
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If you are on Microsoft 365 and having issues receiving / sending emails after connecting:
You may have to manually authorize your email access this way:
- Go to https://admin.microsoft.com/
- Follow the image below to authorize IMAP and Authenticated SMTP connections for each user
