See KB3380 - Setting up a Microsoft mailbox in Communications Centre.
This article covers the Microsoft authorisation journey and steps that may need to be taken by system administrators.
Enter the email address for the mailbox that you are authorising (this needs to be the same as the email address entered in the previous Mailbox Settings screen in TaxCalc).
If this account is recognised by Microsoft, you will then need to enter your password.
If you are not an administrator for your Microsoft Office 365 email account then you can click on Accept to continue and complete the authorisation.
If you are an administrator, however, you may see the tickbox Consent on behalf of your organisation. You can, optionally, tick this to ensure that other, non-administrator, users in your organisation do not need to complete this step when authorising their mailboxes.
Please Note: If your mailbox administrator has disabled non-administrators from authorising any third party applications then users may see the following screen instead:
If you see this screen then speak to your administrator and see the following information:
Microsoft Office 365 allows administrators to (optionally) prevent users from authorising third party applications.
This setting can be found from within the Identity administration module in Office 365.
Do not allow user consent will prevent any users from authorising TaxCalc Communications Centre themselves, and they will need admin approval – see below.
The other options will allow users to authorise TaxCalc Communications Centre to connect to their mailbox.
Important note: If you tick the tickbox Consent on behalf of your organisation then you will allow any other users to authorise their own mailboxes in future (just for the TaxCalc application).
If you do not grant consent for all then, after completing authorisation you will need to manually grant the consents within Microsoft Identity (Entra) admin centre (see Manually managing user consent below).
After clicking Accept the authorisation will be granted but for the admin user, and not necessarily the intended mailbox..
After authorising as the admin user, you should see this screen within TaxCalc:
If, as the office 365 administrator, you do not want to allow users to authorise their own mailboxes, you can manage individuals and their access.
Complete the steps below for a user mailbox and log in (and authorise) using your admin login (it is assumed you have not used the Consent on behalf of your organisation tickbox, in this case).
After this, within Office 365 admin centre: