Objective
Integrate Microsoft Exchange® with Coconut to provide staff members with the ability to sync and view appointments in either application.
Configure delegate permissions to grant the Microsoft Exchange® service account permission to complete actions on behalf of a specified user without adopting the permission levels of that user.
NOTE: Exchange integration is an optional add-on. Please connect with your Customer Success Manager to get started.
Steps
Configuring delegate permissions requires setting delegate permissions for a single user. Please refer to this article for additional information on adding a mailbox folder permission.
For general information on delegate permissions and Microsoft Exchange®, please refer to this article.
NOTE: The above article relates specifically to Microsoft Exchange® Online. For other versions, please refer to Microsoft support materials.