How can an IT Admin configure authentication with Lever and Office 365?

Available for User roles Super Admins, Admins
Plans Enterprise, Professional, Starter, Legacy

This integration is not available to all customers:

This integration is only available to teams that are entirely based on Office 365 and are not using any on-premise Exchange servers. If you aren’t sure about your company’s configuration, please reference this help article and/or ask a member of your IT team to reach out to us.

There are many components to our Office 365 integration: login, email, and scheduling. In this article, we will discuss how users can grant Lever permission to sync their email, calendar, and/or contacts using Office 365.

How can I control how my users authorize Lever’s Office 365 integration?

This is an opt-in feature. Lever will only sync emails after you provide your consent. We use an authentication standard named “OAuth”, so we do not receive or store your Office 365 credentials.

If you are using Lever’s Office 365 integration, you have two options for authentication: 

  1. to allow users to individually authorize Lever (recommended), or 
  2. to grant consent and select permissions for all users on their behalf through admin consent

By default, your Lever account will be set to allow users to individually consent to syncing their email, calendar, and/or contacts. Users with both, Office 365 administrator permission and either Super Admin or Admin access in Lever can visit Lever’s Company Settings page to update such setting. 

Screen_Shot_2019-09-16_at_3.09.48_PM.png

To require admin consent, select the “Office 365 administrator configured” option. This will open a popup where you must confirm that you are an Office 365 administrator. Only an O365 administrator will have the ability to accept the email and calendar permissions required in the following step.

Screen_Shot_2019-09-16_at_3.10.39_PM.png

After clicking “go to O365 Auth,” you’ll be prompted to enter your credentials and then asked to accept the email and calendar permissions that Lever is requesting. After accepting, you will be taken back to your Company Settings page where the Office 365 administrator configured authorization option is selected. 

Why should I enable admin consent with O365?

Using O365 admin consent means that when one of your users logs in, Lever will be automatically granted access to the permissions that your O365 admin has given consent for. Upon logging in, users will not be prompted to grant Lever access to these permissions, and they will not have the ability to grant or revoke access to these permissions from their My Accounts settings.

Screen_Shot_2019-09-16_at_3.14.08_PM.png

Alternatively, if you’ve decided to let your users individually authorize Lever and select which permissions they consent to, you must ensure that the setting pictured below to “Yes,” so that “users can consent to apps accessing company data on their behalf” within your Azure Admin Portal.

Screen_Shot_2019-09-16_at_3.15.27_PM.png

After logging into Lever they will be able to grant Lever access to the permissions of their choosing from their My Account Settings. After granting any permissions, they also have the ability to revoke at any time.

Have more questions? Submit a request
Powered by Zendesk