How to Authorize your email account to send emails from CARMIS

Note: Currently CARMIS supports only Microsoft 365 for businesses and non-profits accounts.

• Authorize email account via My Profile (Staff centered)
• How to remove Authorization (Staff centered)
• Authorize email account via email Account Settings (Agency centered - Admin only)
• How to remove Authorization (Agency centered - Admin only)

Authorize email account via My Profile (Staff centered) 

Step 1: Click on 'My Account' located at the top-right of the screen and navigate to Profile

This will open the profile form shown below.

Step 2: Click on 'My Email Details (Sending Mail)' tab

Step 3: Once you are in this tab, click on the 'Authorize your office email account (Microsoft)' button. Clicking this button will open a pop-up window to attach your email to CARMIS.

Step 4: Once clicked, enter your email and password for your email account. Microsoft will prompt you a confirmation to authorize CARMIS to use your email to send emails to clients. Click on the 'Accept' button to authorize your account to CARMIS.

Step 5: Once authorization has been accepted, CARMIS will show you a confirmation window letting you know that your email has been authorized. 

How to remove Authorization (Staff centered) 

Step 1: Click on 'My Account' located at the top-right of the screen and navigate to Profile.

Step 2: Click on 'My Email Details (Sending Mail)' tab.

Step 3: Once you are in this tab, click on the 'Remove Authorization' button.

Step 4: Once clicked CARMIS will prompt you with a confirmation window, click on 'Yes'.

After clicking 'Yes' your email will removed from sending emails to clients from CARMIS.

Authorize email account via email Account Settings (Agency centered - Admin only) 

Step 1: Using the top navigation menu, navigate to Admin > Masters > Mailing > Email Account Setting (7010).

This will open the Email Account Setting window shown below.

Step 2: Click 'Add' from the toolbar to add a new email.

Step 3: Once clicked you will have two options to add your email, we recommend selecting 'Authenticate a Microsoft 365 Account' for a quick and easy process.

Step 4: Once clicked, enter your email and password for your email account. Microsoft will prompt you a confirmation to authorize CARMIS to use your email to send emails to clients. Click on the 'Accept' button to authorize your account to CARMIS.

Step 5: Once authorization has been accepted, CARMIS will show you a confirmation window letting you know that your email has been authorized. 

How to remove Authorization (Agency centered - Admin only)

Step 1: Using the top navigation menu, navigate to Admin > Masters > Mailing > Email Account Setting (7010).

Step 2: Click 'List' from the toolbar and select the email address you would like to remove.

Step 3: Once you have selected the email account, click on the 'Update' button from the toolbar.

Step 4: Under 'Active', select the 'No' option. 

After selecting "No," click the "Save" button. This will prevent the selected email from being available in Email Clients.