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How to Authenticate Outlook 365

Once your Customer Success Manager has enabled your Outlook 365 integration on the backend, the integration will require authentication. To authenticate, log in and follow these steps:

  1. Click "Your Settings" The Search page with the account menu open and Your Settings circled
  2. Click "Track" The Your Settings Account tab with an arrow pointing to the Track tab
  3. Click "Authenticate" The Track tab of Your Settings with Outlook365 marked Needs Setup and an Authenticate button
  4. Select the account you want to use, this should be the same account you used to log in to Rival Search. The Microsoft account picker asking which account to use, with a signed-in account and Use another account If instead during this process, you see an error message of "Need Admin Approval", please follow the instructions in this help desk article.