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Email Sending Settings in Omni

Google Settings​

Introduction
Google announced that starting May 30, 2022, in order to increase security, it will no longer support the use of third-party apps or devices that request login to a Google Account using only your username and password. With this change, you will need to configure Omni before that date so your operations are not affected.

Don’t worry — we will guide you through the process below.

Tela Canais

  • Identify which email channels are registered (the procedure must be carried out for each account).
  • Once you have identified the account that uses Gmail, click on Configure and you will see the screen below to know which account is being used.

Tela Configuração E-mail

  • Now that you know which account it is, access gmail.com using the credentials from the previous screen.

    • Once logged into Gmail, the first step is to enable two-step verification (if you haven’t already done so).

  • Click on your account in the upper right corner and then click on “Manage Your Google Account.”

Gerenciar Conta Google

  • Click on Security

  • Under How you sign in to Google, click on the Two-Step Verification option.

Inicio Verificações em Duas Etapas

  • Click on Get Started and continue the verification process.

Primeiros Passos

  • Enter your email password and click Next.

Informando E-mail para Ativação Duas Etapas

  • Confirm that the last digits of the phone number configured in the email are correct and click Send.

Envio Código de Verificação por Celular

  • Check your mobile phone — you will receive an SMS with the code.

Recebimento Código de Verificação por Celular

  • Enter the code received via SMS and click Next.

Inserindo Código de Verificação por Celular

  • Confirm that the mobile phone number is correct and click Next.

Configurando Telefone

  • Check your phone again — you will receive a new SMS with a code. Enter this code, click Next, and then Activate.

Ativação Duas Etapas

  • After this procedure, Gmail’s two-step verification has been activated and the first step is completed, as shown in the image below.

Finalizando Ativação Duas Etapas

  • Under How you sign in to Google, click on App Passwords or search for it in the search bar.

Senhas de App

  • Enter your email password and click Next.

  • An SMS with a code will be sent to your mobile phone. Enter this code and click Next.

  • On the screen below, under “Select the app and device for which you want to generate the app password,” provide:

    • Select app: Email
    • Select device: Other (custom name)

Configuração Senhas de App

  • In the device name field, you can enter Omni or any name you consider best.

Configuração Nome Senhas de App

  • An app password will be generated for your device. Copy this password (we will use it for sending/receiving emails in Omni).

Geração Senhas de App

  • Now you have completed the configuration step in Google. Immediately go to Omni, open the Channels > Email screen, paste the new password generated by Google, and click Save.

Tela Configuração E-mail

  • Done! Now just wait about 15 minutes for emails to start being downloaded again by Omni.

Microsoft Azure Settings​

To register a Microsoft email, you must enable the Microsoft flag when adding a new email.

The information required to complete the registration is:

  • Email ID / Object ID
  • Tenant ID / Directory ID
  • Application ID
  • Application Secret / Value

Cadastro Email Microsoft

Procedure for Azure Portal Configuration​

Registering a new App

In the Azure portal, under App Registrations, you must create a new app.

Register an application: Choose a name and set the “Account Type” to Any Azure AD directory (Multitenant).

The next step is to create authentication for the application:

Go to App Registration -> Authentication -> Add a platform -> Web Applications

Fill in the Redirect URIs: https://email.omni.digitalcontact.cloud/

Check the options “Access tokens” and “ID tokens.”

Cadastro Email Microsoft

Adding a Secret Key

In App Registration -> Certificates & Secrets: select “Add a client secret.”

Choose a "Description" and set the “Expires” option. This will generate a “Value” for your Secret — make sure to save this value.

Cadastro Email Microsoft

API Permissions

App Permissions
In the API Permissions tab, we must grant some permissions to the App.

Go to App Registrations -> API Permissions -> Add an API permission -> Microsoft Graph

Add the following Application-type permissions: Mail.ReadWrite and Mail.Send

Click on Grant admin consent for (...)

Cadastro Email Microsoft

Integration Data

In App Registrations -> Overview
Copy the Application ID and Directory (Tenant) ID.

In addition to these two pieces of information, you will also need the Value of the Secret generated earlier.

Cadastro Email Microsoft

Lastly, we need the user ID of the email to be registered:

In the Organization Users screen, access the desired email and copy the “Object ID.”

Cadastro Email Microsoft

Cadastro Email Microsoft