Objective
Integrate Microsoft Exchange® with Coconut to provide staff members with the ability to sync and view appointments in either application.
Configure the Exchange service account to use impersonation permissions if you want system functions to mimic the permissions of a user when performed (instead of using the permission levels of the Exchange service account).
NOTE: Exchange integration is an optional add-on. Please connect with your Customer Success Manager to get started.
Steps
Configuring impersonation permissions requires creating a custom management scope and then setting impersonation permissions for a user group. These actions are completed as part of your Microsoft Exchange® setup, and are not part of the Coconut platform.
For more information on configuring impersonation, please refer to this article.
For more information on creating scopes, please refer to this article.