Sign In If your site is integrated with your Microsoft Business Account, all Active Users require a Microsoft Identity in order to log in. See User Administration. OS Users who do not have a Microsoft Identity will receive an error when attempting to sign in. Sign In with your Microsoft Account: Go to your site’s […]

Since the OS is integrated with your Microsoft account, you can send an email directly from your Microsoft email address from within OS – without leaving the app! Send Email There are many areas of the application from which you can send an email (e.g. when clicking on a client email address). The steps below […]

Personal Calendars Manage your appointments with clients, and other calendar events from your OS. The calendars in OS are synced with your Outlook Calendars, so any events created here will appear in your Outlook Calendar. If you have your Outlook Calendar set up on your mobile device, it will also be synced with the calendar […]

Administrators can manage users and user access to OS from the Admin Panel. Important If migrating from GSuite to Microsoft, Active User profiles must be updated to reflect their associated Microsoft Identity. An OS Administrator can create a new User from an existing Microsoft account. They cannot create a new Microsoft Account.   Add User […]

The Microsoft Business Account Integration with OS provides enterprises with a new method of integrating their productivity tools with their business process platform. When your Microsoft Account integration is enabled, the following integration modules will be enabled: User Administration Authentication (Single Sign On) Calendar Email Important If your site is currently integrated with GSuite, please […]