The purpose of this article is to provide direction to Outreach Admins in adding an Exchange Master Service account to Outreach for Exchange Impersonation.
Exchange Impersonation is a configuration through which companies can set up a master service account, that can access individual user mailboxes. When using Exchange Impersonation to send a message, the email appears to be sent from the mailbox owner. The benefit of using this method is that individual users do not need to provide Outreach with the email username and password. Instead, Outreach only needs to connect to the service account, which in turn grants access to the individual mailboxes.
For more information regarding Exchange Impersonation and Master Service Accounts, refer to the Microsoft Impersonation and EWS in Exchange article.
- Outreach Admins
- Outreach supports Exchange 2010+ for Impersonation. At this time, alias emails cannot be connected through a Master service Account.
- To set up the Exchange Master Service Account in Outreach, you’ll need to have an Outreach admin and the individual within your organization with the Master Service Account Credentials.
- These steps must be taken by the Outreach Admin before any additional users are added to Outreach.
Adding an Exchange Master Service Account to Outreach
- Click on the initials on the bottom left hand corner of the Outreach platform.
- On the settings panel that appears, find the section labeled “User Admin” and select “Org”.
- Find the section labeled “Mailbox Setup” and click on “Exchange Service Account”
- Enter the Master Service Account credentials in the pop-up window and save your changes.
Setting up Outreach User Mailboxes with Master Service Account
When a Master Service Account has been set up, individual users do not need to take any action to set up their mailbox. You can check your mailbox sync by following these steps:
- Click on the initials on the bottom left hand corner of Outreach
- On the top of the settings page, click on “Mailboxes”. If your admin has set up the Master Service account, and you’re a brand new Outreach user, your mailbox will already be created and configured to use the service account. When you click into the mailbox, you’ll see the send/sync toggles are enabled. No further actions are necessary!