Set up Evie on Your Domain with a Microsoft 365 Account

 APPLICABLE TO:  Professional or Enterprise Plans only

A) Create a New Microsoft 365 User 

You (or another Microsoft 365 admin) need to make the following changes:

  1. Sign in to your Microsoft 365 Admin Centre to view your users at https://admin.microsoft.com/#/users
  2. Click on "Add a User" 
  3. Set the Display Name to "Evie"
  4. Set the Username to "evie" and select the domain that you used to sign up to Evie - the email address must match the address listed in the Evie Dashboard
  5. You can allow Microsoft to automatically create a password or create your own password - just be sure to save it because you'll need it later
  6. Assign a product license that includes an Exchange Online mailbox - this could be Microsoft 365 Business Basic or higher, or any Exchange Online plan. Evie requires an active mailbox license to work correctly. If you don't have any more suitable licenses, you'll need to purchase an additional license
  7. Click "Next"
  8. You will now be asked to assign a role - select "Admin center access" and select "Global Administrator". This is TEMPORARY - you will be able to reset this to a normal user after completing Section (B)
  9. Click "Next", then "Finish Adding" to complete the user creation process
  10. You can proceed to Section B but keep this window open as you'll come back to it in Section C 

 

B) Connect the new mailbox (evie@mycompany.com) to the Evie platform

  1.  Log in to the Evie Dashboard at https://my.evie.ai/teams
  2. Click on the "Settings" tab
  3. Under Assistants, find the assistant and click "Account" to start the connection process
  4.  Log in as the new user (evie@yourcompany.com) that you created in step A - you may be required to set up multi-factor authentication for this account (and this is highly recommended)
  5. Grant the requested permissions when asked but DO NOT tick the option to consent for the entire organization
  6. Once this is done, you should see the Assistant listed as Active in your Evie Dashboard

 

C) Demote the user to a normal User

  1. Go back to the Microsoft Admin Center at https://admin.microsoft.com/#/users
  2. Click on the evie@yourcompany.com user 
  3. In the information pane that appears, click on "Manage roles"
  4. Select "User (no admin access)"
  5. Click on "Save Changes" below to demote the user to an ordinary user

That's it! You’re done!

On your dashboard under Team Settings > Settings your customized Evie, evie@company.com, should be reflected as Active.

If it is still pending, check to make sure you've accurately followed all our steps, or just reach out to us at hello@evie.ai and we’ll be happy to help!

 

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