Connecting Gmail or Outlook with OAuth

For Google Workspace and Microsoft 365 the easiest path is the OAuth button in Settings -> Email channel. You are redirected to your provider, you approve access for the mailbox you want to use, and you come back connected.

OAuth is safer than a password: EspressoDesk never sees your credentials and you can revoke access at any time from your Google or Microsoft account.

The access token is refreshed automatically in the background. If a connection ever shows an error, reconnect with the same button; this usually happens after a password change or an administrator policy change on your side.

Step by step

1. Open Settings -> Email channel and choose the Google or Microsoft button.
2. Sign in with the mailbox that receives your support mail, not with a personal account.
3. Approve the requested permissions: reading incoming mail and sending replies as that address.
4. Back in EspressoDesk, send a test message to the address and check that a ticket appears within a minute.

Good to know

• Use a shared support mailbox rather than one person's account, so the connection survives when that person leaves.
• Some organisations block third-party apps by policy. If the approval screen refuses, an administrator has to allow the application first.
• With OAuth there is no password to store and nothing to update when your policy forces a password change.
• The mailbox is polled continuously, so new mail becomes a ticket within about half a minute; you never have to click refresh.