Requirements: Connection of an account to Ebsta requires Administrator rights in Ebsta and MS Office.
Following the steps in this guide will enable Administrators to connect a Office 365 to Ebsta using EWS for central mailbox management and data processing.
1. Open up the Ebsta Console by clicking on the following link and sign in with your Salesforce or Hubspot credentials:
2. Click the Settings button in the top right-hand corner and select User Management.
Quick link:
https://console.ebsta.com/UserManagement
3. Click Add Service Account
4. Click Office 365 oAuth
5. Input your Tenant ID and the email address of a user that you can test with, then click Connect.
To get your Tenant ID click on this link: https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/Properties
or use the following Microsoft article :
6. Sign in as a Microsoft Administrator for the Tenant.
7. Click Accept to give Ebsta Permissions. The service account connection requests the scopes shown below.
8. Click Confirm.
9. Once successfully connected, the service account details will display on this page.
10. If you have existing mailboxes connected to Ebsta, the service account will takeover the management of those mailboxes that it has access to. To connect new mailboxes to the service account, please follow the steps in this article:
11. Mailbox Restriction (optional)
If you would like to restrict access to specific mailboxes you can follow the steps here:-