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How do I connect Outlook to Sunwave using OAuth2 as a Microsoft Global Administrator?

How do I connect Outlook to Sunwave using OAuth2 as a Microsoft Global Administrator?

This article explains how a Microsoft 365 Global Administrator can approve the Sunwave Health app for use with OAuth2 email authentication. It also covers temporary administrator assignment and steps for integrating Outlook with Sunwave.

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Only “Global Administrators” can bypass the “needs admin approval” screen

If you are seeing this when attempting to integrate your Sunwave account with your Microsoft Outlook account, you need the “Global Administrator” (role in Microsoft) to approve Sunwave Health as an application in your Microsoft environment.

How to find the Global Administrator

  1. Go to Admin Center -> Users -> Active Users https://admin.microsoft.com/AdminPortal/Home#/users

  2. On the top right hand corner click on the filter icon then select “Global Admins”. This will filter users that are Global Admins on Office 365.

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Once you’ve verified your Global Administrator

Two options:

  1. The Global Administrator needs to be created in Sunwave as a user

  2. The Global Administrator can temporarily assign another user as a Global Administrator, remove the Global Administrator role once integrated with Sunwave

Integrating your Outlook accounts with Sunwave

  1. Log into Sunwave and access your User Profile

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  2. In the “Edit User Profile” splash screen, locate the “User Email Authentication Setup” box

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  3. In the Email Service Authentication dropdown, choose “OAuth2 for Microsoft Outlook”

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  4. Click “Log In”

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  5. Log into Microsoft with your Microsoft credentials in the pop-up

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  6. As a Global Administrator, you need to “Consent on behalf of the organization” in order for others to integrate their Outlook accounts with Sunwave

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  7. Once you’ve checked the checkbox and accepted, you should see your email in Sunwave as shown below:

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  8. If the Global Administrator account was created temporarily for the purpose of approving the app, you may now delete the account in Sunwave

  9. Have a user that is not Global Administrator (standard Office account user) attempt to integrate their emails with Sunwave following steps 1-5. If their email show in Sunwave as shown in Step 7, the integration is successful and the app is approved.