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Office 365 Authentication
  • 27 Sep 2022
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Contents

Office 365 Authentication

  • Updated on 27 Sep 2022
  • 1 Minute to read
  • Contributors
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Article summary


The option on how to send emails is per user, not per company/branch. 
To change how your user account sends emails, 
click User Preference on the home screen or go to 

Users-> Modify User-> User Preferences Tab-> Email Tab. 

All email options use the CenPoint email form to compose your email, default in recipients (i.e., billing contacts, quote prepared for, etc.) attach documents etc. The only thing that changes is how it sends behind the scenes (techy stuff). Emails are logged according to your branch settings.

Office 365

Go to User Preference ->User Preference Tab->Email Tab-> Select Office 365 from the dropdown list and click Authorize in Browser










Choose an account


At this point you may see one of three screens depending on your Office 365 security settings.

Click on the appropriate screen for instructions


 







Let this app access your info

Select 'Yes' to allow CenPoint to access your info and you're good to go!


 Approval Required 

Click 'Request Approval'. This will alert the admin on your account to review and grant approval.

Wait for the approval. Once your admin has approved your request you should receive an email. 

Once you do, repeat all steps for Office 356 Authentication but you should see screen 1 above.

Need Admin Approval

You will need an admin on the account to adjust the admin settings to either let you in or request approval.

See steps below. You may need to forward these steps / this page to your admin.

admin.microsoft.com/Adminportal/Home

In the Microsoft Admin center go to Services-> User Consent to apps-> Click the Let Users provide consent box.


Go to User Consent settings-> Allow user consent for apps


Go to User settings-> Toggle Admin consent request to 'Yes'


A browser will launch and let you know if your Office 365 account has been connected to CenPoint.


If you just realized you know more about how to unravel string theory than to set up email, please reach out to us at 801-478-6822 option 4 or support@cenpoint.com. We are more than happy to assist!


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