Link your email account
Set up your email integration
- Go to your email settings.
- Select the email provider of your choice and log in with your credentials for that email provider, then accept the permissions that Dashboard Legal requires to manage your email. Please note the following about email integration security
- Dashboard Legal treats the security of your data as it’s highest priority.
- We do not store your emails/attachments/events/contacts on our servers.
- We explicitly ask for your permission to hit Outlook APIs on your behalf.
- You can opt out of our email integration at any time.
- Upon successful authentication, you will be able to manage your email in your main inbox.
Admin approval
Some Microsoft organizations will require admin approval to use Dashboard Legal.
If you get a message that says you need admin approval, please follow this guide to learn how to request it.
Disconnect & Refresh
If you would like to link a different email account, you may press “Disconnect” and link a different account.
If you are for some reason not able to see any of your emails, press the “Refresh Permissions” button to re-connect your email integration.