Scheduling Setup: Office 365 and Exchange Configuration Steps

Creating a Service Account

The following steps need to be completed to enable ConveyIQ Scheduling with Office 365 or Exchange:

1. Create a new user account that will serve as a Service Account by going to Office 365Admin Center > USERS > Active Users.
2. Make sure the account does not belong to a physical person.
3. Click the 'Add New User' link.
4. Enter the first name, last name, display name, username, and email domain.
5. Select 'Let me create the password' and enter the password for the service account.
6. Deselect the 'Require this user to change their password when they first sign in' check box.
7. Deselect the 'Send password in the email upon completion' check box.
8. Click Next.
9. On the 'Product Licenses' section select the location.
10. Assign the user a product license by selecting the"Office 365 Business Essentials" option.
11. Click Next.
12. On the 'Optional Settings' section select the 'User (no admin center access)' option
13. Click Next.
14. On the 'Review' section click Finish Adding.

Creating a new Role and assign to the Service Account

1. In the Office 365 Admin portal, go to Permissions.
2. Under the 'Admin Roles' tab click the '+' icon to add a new role.
3. Enter the required information:
   1. Role name: ApplicationImpersonation
   2. Write scope: Default
4. Click on the '+' icon above Roles, and select ApplicationImpersonation from the list.
5. Click Add.
6. Click OK.
7. Click on the '+' icon above Members. Select your service account from the list.
8. Click Add.
9. Click OK.
10. Click Save.

Authorize Calendar Access

Note: For this step, you will need a user account for ConveyIQ with Company Admin permissions. If you do not have an account already, contact Support.

1. Open a browser tab (preferably incognito) where you are not logged in to Office365 or Exchange.
2. Sign in to ConveyIQ application https://identity-provider.na.conveyiq.com/session/landing
3. Once signed in, click Settings from the left side menu.
4. On the 'Company' tab, expand the 'Calendar Authorization' section.
5. Click Authorize Calendar.
6. In the Email field, enter the Service Account email address created in step 1.2.
7. Click Continue.
8. You should be redirected to the Cronofy Enterprise Connect application.

Office365

1. Choose'Office365'.
2. After selecting Office 365 you will see a screen similar to this:
3. Check the 'I agree to the Cronofy Terms of Service and Privacy Policy' checkbox.
4. Click the 'Link Office 365 Account' button.
5. You will be asked to sign in, make sure to sign in with the Service account entered in step 6.
6. After successful sign in you will be redirected back to ConveyIQ application > Settings page.
7. You are done! Just in case, refresh the page and check the Calendar Authorization section, it should look similar to this:

Exchange

1. Choose the Exchange
2. You will see a screen similar to this:
3. As illustrated in the above example, populate all the fields with your service account and Exchange information.
4. Check the 'I agree to the Cronofy Terms of Service and Privacy Policy' checkbox.
5. Click the 'Link Exchange Account' button.
6. You will be asked to sign in, make sure to sign in with the Service account entered in step 6.
7. After successful sign in, you will be redirected back to ConveyIQ application > Settings page.
8. You are done! Just in case, refresh the page and check the Calendar Authorization section, it should look similar to this:

At this point, all should be configured and the following is expected to work:

• On the Settings > User Management page all users listed under the 'Active' table, that have the email address under the same domain as the service account, should have Calendar status: Connected.
• You can start creating Scheduling Templates and setting the users, that have connected calendars, as Interviewers.
• You can start inviting candidates to schedule an interview.