If you are using MS Outlook for your company's support email, this article shows you how you can link MS Outlook folders to your AreTheyHappy Inbox. Once connected, you can read, respond, Tag, and assign Team Tasks to your emails.

⚠️ IMPORTANT

The Outlook email account that you are trying to connect should have admin rights. Speak with your Outlook/Azure Systems Administrator prior to attempting to connect the email.

Assuming the email account you are connecting is an Admin Outlook account, let's proceed with this simple step-by-step guide.

To connect your MS Outlook account:

  1. Go to Settings > Locations & Groups.

  2. Find Outlook and click the "Connect" button- A Login popup will appear that shows the permissions that you need to grant AreTheyHappy to complete the connection. Click the "Confirm" button.

  3. Select the folder you want to connect to AreTheyHappy. - A dropdown will appear next to the account holder's name that shows all of the folders of your MS Outlook account (i.e. Inbox, Sent, Outbox, etc.). Select one and click the "Confirm" button.  

And voila! Go to your AreTheyHappy Inbox to manage your support emails.


ℹ️ Use Notes: MS Outlook messages in your AreTheyHappy inbox are shown as individual email messages - and not as threads/conversations. If a customer responds to your reply to continue the thread, the new message will come in AreTheyHappy as a new inbox message. So try to be as efficient/complete as possible in your responses.

Troubleshooting Connection Errors

Now, if you encounter the following error: "Need admin approval," please ask a Microsoft Outlook (Global) Administrator in your company to grant permission to AreTheyHappy before you can use it. The AreTheyHappy app needs permissions that only an Admin in your organization can grant.


Specifically, there are 2 ways to go about it, but either way, you will need to contact the person in the company who is the (Global) Administrator of your Outlook account, i.e. the person who can manage the settings of the company email inboxes.

Option 1: The (Global) Admin of your Outlook account can "Turn ON User Consent” so that when AreTheyHappy asks you for permission to access your inbox, you can allow it.

Option 2: If the “User Consent” is OFF, then the (Global) Admin must consent to every app (including AreTheyHappy) before any user can use an app.

Reference articles:

  1. How to Manage User Consent (Option 1)

  2. How to Enable the admin consent workflow (Option 2)

Step-by-step guide For Global Admins:

  1. Sign in to the Azure portal as a Global Administrator.

  2. Select Azure Active Directory > Enterprise applications > Consent and permissions > User consent settings.

  3. Under User consent for applications, select which consent setting you'd like to configure for all users.

  4. Select Save to save your settings.

This is the portal where (Global) Administrators needs to log in:
https://admin.microsoft.com/Adminportal/Home#/Settings/Services/:/Settings/L1/IntegratedApps

We hope that works for you.

Please reach out if you encounter further difficulties. :)

Cheers!
The AreTheyHappy Team


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