System Manager > Manage Security Settings > User Account Setting

AccountMate Enterprise now has the capability for users to directly connect and authenticate their Microsoft Office365 account within the system providing users a secure and seamless access to MS Office365 services.

Once connected, users can seamlessly create and view Microsoft office documents through the web app. Reports and data can be exported directly to Excel Online, providing convenient access especially for users without a local Excel installation. Users can also send and receive emails via Outlook Web allowing quick and effortless sharing of data, reports, or other important information.

To set up MS Office 365 connection, perform the following:

1.Access the Office 365 Setup function from the User Account Setting menu in the System Bar.

2.In the Office 365 Setup window that appears, click Connect Your Office 365 Account button. Once the button is clicked, it shows the Microsoft sign in window and asks you to sign in to your Microsoft account. Enter your Microsoft account username and password; then click the Sign in button. If the connection is unsuccessful, it will show a message that connection failed.

3.To verify that the connection is successful, access the Office 365 Setup function from the User Account Setting menu in the System Bar again. The Office 365 Setup window should show the name of the user in the Connected Account area on the screen.

Set Up MS Office 365

Set Up MS Office 365