Connect your organization to the Tally 365 app

IT Admin instructions for connecting Microsoft 365 emails

Steps to connect your Outlook with Tally

1. Click connect with Microsoft below (needs to be done by an IT Administrator)

   1. One-Click Installation: Connect to Microsoft
   2. Access One-click Installation through Tally: User Profile (bottom left) > Settings > Email

1. IT Administrator login in to their account

1. Approve the Tally 365 app

1. Once redirected back to Tally your connection is successful.
2. From here, individual users can login to Tally to setup their mailbox access via User Profile (bottom left) > Settings > Profile > Connect Outlook

   

1. They will be redirected to outlook, where they can select their mailbox (may ask you to re-enter password)

   

1. They will then be redirected back to Tally and shown the connected email