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Email archiving with the Tribe Outlook Add-In helps you store emails and attachments directly in Tribe CRM. Recent changes in Microsoft security require additional permissions to ensure attachments are archived correctly. You might need to take action if you use the Outlook Add-In and archive emails with attachments. By following this guide, you will understand what has changed and how to set up the required permissions.
Table of Contents
What Has Changed?
Why Are Additional Permissions Needed?
How Do I Request Permissions As A Regular User?
How Do I Grant Permissions As An Admin User?
What Has Changed?
Microsoft has updated its security model for mailboxes. As a result, additional permissions are now required when archiving emails with attachments using the Tribe Outlook Add-In. Without these permissions, attachments may not be archived correctly.
Tribe has updated the integration to align with Microsoft’s changes, ensuring that email archiving works reliably again once the correct permissions are granted.
Why Are Additional Permissions Needed?
The updated Microsoft security requirements restrict access to certain mailbox data. To archive emails and attachments successfully, Tribe needs explicit consent to access this data through the Outlook Add-In. These permissions must be requested and approved before archiving works as expected.
How Do I Request Permissions As A Regular User?
If you are a regular user in Microsoft Entra, you can request the required permissions when prompted.
Archive an email with attachments using the Tribe Outlook Add-In.
Review the permission request message that appears.
Select Accept to request the permissions.
Your request is then sent to a Microsoft Entra administrator, who can review and approve it.
How Do I Grant Permissions As An Admin User?
If you are an administrator in Microsoft Entra, you can grant the permissions directly.
Archive an email with attachments using the Tribe Outlook Add-In.
Review the permission request message that appears.
Select Accept to grant the permissions.
You can also enable Consent On Behalf Of Your Organisation to grant the permissions for all users at once.
Permission settings can also be managed in Microsoft Entra. You can choose whether each user must request access individually or whether permissions are granted automatically for all users. Permissions can be reviewed and managed per user in the Permissions tab in Microsoft Entra.
Quick Summary
Microsoft security updates require additional permissions for email archiving with the Tribe Outlook Add-In. Regular users can request these permissions, and administrators can grant them. Once permissions are set, emails and attachments are archived correctly in Tribe CRM.