This article serves as your go-to guide for connecting your Outlook email account with Re-Leased. Whether you're wondering about license requirements, connection steps, or email syncing – we've got you covered. Streamline your communication by integrating your emails directly into Re-Leased, making it easier to manage all your property management tasks in one place.
Understanding Licensing and Account Requirements
Users often ask about the specific Microsoft subscriptions required for integration. Fortunately, there are no particular licenses or compatibility restrictions for connecting your Outlook email account with Re-Leased. You can connect any Outlook email address, whether it's a personal or business account, and it doesn't have to match your Re-Leased login email.
Connecting Your Outlook Email Account to Re-Leased
Connecting your account is a straightforward process:
- You'll be prompted with a permissions popup during the authorization process.
- Grant the requested permissions to enable viewing, and receiving emails within Re-Leased.
Note: Without granting these permissions, the integration cannot function.
Account and Email Synchronization
The integration does pull in your past emails, but only for email addresses that match existing contacts in Re-Leased. If you're looking to attach files or manage attachments, the integration itself doesn't support that at this time. However, you can store documents including files, images, and videos in Re-Leased's document storage feature, and attach these to various records like maintenance requests or work orders.
Archiving Emails from your inbox in Outlook
If you archive an email from your inbox in Outlook, you might wonder what happens to that email within Re-Leased.
Good news! Archiving emails in Outlook does not remove them from Re-Leased. You'll still be able to view and manage your archived emails within Re-Leased, ensuring that all your property management communications are intact and easily accessible when you need them.
Understanding Email Visibility in Re-Leased Packages
The capabilities of your Re-Leased package determine the visibility options available for managing and viewing emails. Here's how it works
- Users with the Core package can view emails connected exclusively to their own account.
- Users with the Pro package, however, have enhanced visibility. They can:
- Make their email accounts visible to users within their organization.
- View email accounts of other users who have been made visible to them.
This tiered approach ensures that you have control over your email information within Re-Leased.
Email Storage and Security
Emails are not permanently stored within Re-Leased. If you disconnect your Outlook account, the emails will no longer be visible in Re-Leased. To ensure the security of your integration:
- Re-Leased utilizes a secure 2-factor authentication process.
- We adhere to stringent security protocols.
- Your Outlook password remains confidential and is not shared with Re-Leased.
The integration is not accessible to third parties, maintaining the privacy and integrity of your communications.
Permissions & Accessing User Emails with Microsoft Graph API in .NET
How does the system access user emails?
Re-Leased uses the Microsoft Graph API to access user emails. We authenticate with OAuth 2.0 which uses the typical Microsoft login workflow. This allows us to securely connect to Microsoft 365 services and retrieve user emails.
What permissions are requested?
- Mail.Read: Allows the app to read user email messages.
- User.Read: Allows the app to read the profile of signed-in users.
- Send (coming soon): Allows users to send emails from the app, but from the profile of the signed-in user.
These permissions ensure that the app has the necessary access while maintaining the principle of least privilege.
Summary:
Re-Leased leverages the Microsoft Graph API and Entra ID to securely access user emails. By adhering to OAuth 2.0 standards and requesting only necessary permissions, we ensure data security and user privacy.
Managing Integration Issues
If you encounter any difficulties with your email integration:
- Try refreshing your connection by disconnecting and then reconnecting your Outlook account.
- Reconnect to Outlook if your session or password has changed to refresh the integration.
Remember that you can connect one account per user, and an account can only be connected once to avoid any conflicts or double-ups. So it might pay to confirm no one else has already connected the account you are attempting to connect.