Notice for all email integration users: Effective October 1st, all Indio Outlook/Exchange integrations are required to reauthenticate to continue functioning; see instructions below. This is a result of Microsoft’s deprecation of basic authentication. If you do not reauthenticate, your emails through Indio will no longer come from your email address.
NOTE: This will not affect personal accounts such as Gmail or Outlook.
If your agency uses Service Level Email, your Agency Admin will authenticate your email integration. See instructions below.
Indio Email Integration for Service Accounts
STEP 1: Disable Current Indio Email Integration
Login into Indio>Admin Tab> Integrations > Email Integration
Under Email Integration, select Remove Integration
A pop-up will appear asking if you are sure you want to remove email integration
Select Remove.
STEP 2: Add New Authorization Indio Email Integration [Service Accounts]
First, you need to have a service account that you can use for the integration. Please ask your organization's email administrator or IT department to set this up for you. If you are an administrator for your organization's email, you can follow our Microsoft guide.
Once you have obtained the credentials for a service account, login to Indio and click on the Admin menu item in the header and in the sidebar navigation click on Integrations, navigate to the Email Integration tab.
Click the "Login to Administer" button
4. Choose your email provider and then follow the steps using your service account not your individual email
5. Once successful you will be brought back to the Email Integration page. The integration is set by default to "Enabled for all agents" in Indio
You can select "Enabled for selected agents only" if you want to limit the integration to only specific agents. Doing so requires you to individually select the agents you want to have the email integration
Note: When service accounts are enabled for an agency, individual users are no longer able to setup or manage their own email integration. When the user navigates to the Email Integration section on their Account Settings page they will see the status of their email integration as either enabled or not enabled for their account.
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.
Note: The Indio Technologies platform is most optimized on the browsers such as Microsoft Edge, Google Chrome or Mozilla Firefox. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result. Internet Explorer (IE) 10 will reach end of support on January 31, 2020.