Setting up a Microsoft Service Account for Email Integration

This guide is for administrators of an agency's email service provider to setup service accounts for Indio's service level email integration.

Please Note: Role Propagation Delay

Depending on the configuration of an Exchange server's "Information Cache", adding the Service Account (Impersonation) role to an account can take up to two hours to update.

1. Sign in to your Office365 administrator account

2. Navigate to the Admin center

3. Expand the "Users" section

4. Select "Active users"

5. Click "Add a user"

6. Fill out the details for this user

7. Make sure to select “Let me create the password” and uncheck “Require this user to change their password when they first sign-in”

Office 365 Admin Center Let me create the password

8. Assign a license to the new user. Any non-free product license with MAPI enabled will work.

Office 365 Admin Center assign license to user

9. In the "Optional settings" screen, you can leave the settings as they are

Give Account Permissions

If Admin Centers is not visible in the sidebar. Click Show all
Select Exchange
A new window will open to the Exchange admin center. Select permissions

4. Click on the “+” icon to add a new role group

5. A pop-up window for new role group will appear

6. Click the ‘+’ icon by Roles to add a new role to the role group

7. In the new window that pops up, select ApplicationImpersonation and then add ->

8. You new role group should look like the following image:

Exchange admin center permissions Application Impersonation

9. Now click "+" and add a Member

10. Search for the account you want to give permissions to. Click "add ->", then click "OK"

Exchange admin center permissions add member

You're now ready to use this service account to enable email integration for your entire organization in Indio!

Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at support@useindio.com.

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