Note: Currently CARMIS supports only Microsoft 365 for businesses and non-profits accounts.
Step 1: Click on 'My Account' located at the top-right of the screen and navigate to Profile
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyProfile_Navigation.png)
This will open the profile form shown below.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyProfile_ProfileWindow.png)
Step 2: Click on 'My Email Details (Sending Mail)' tab
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyProfile_Section.png)
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.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyProfile_AuthButton.png)
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.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyAccount_Accept.png)
Step 5: Once authorization has been accepted, CARMIS will show you a confirmation window letting you know that your email has been authorized.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyProfile_CARMISConf.png)
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.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyProfile_RemoveButton.png)
Step 4: Once clicked CARMIS will prompt you with a confirmation window, click on 'Yes'.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_MyAccount_RemovalConformation.png)
After clicking 'Yes' your email will removed from sending emails to clients from CARMIS.
Step 1: Using the top navigation menu, navigate to Admin > Masters > Mailing > Email Account Setting (7010).
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_Admin_Navi.png)
This will open the Email Account Setting window shown below.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_Admin_Window.png)
Step 2: Click 'Add' from the toolbar to add a new email.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Employer_Directory_AddButton.png)
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.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_Admin_Adding.png)
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.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_Admin_AcceptAuth.png)
Step 5: Once authorization has been accepted, CARMIS will show you a confirmation window letting you know that your email has been authorized.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_Admin_CARMISConf.png)
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.
![Image](https://carmis.ca/wp-content/uploads/2024/01/HowToManageTickets_List.png)
Step 3: Once you have selected the email account, click on the 'Update' button from the toolbar.
![Image](https://carmis.ca/wp-content/uploads/2024/08/Historical_Changes_updatebutton.png)
Step 4: Under 'Active', select the 'No' option.
![Image](https://carmis.ca/wp-content/uploads/2024/10/Auth_Admin_Remove.png)
After selecting "No," click the "Save" button. This will prevent the selected email from being available in Email Clients.