My Third Party Settings

Selecting My Third Party Settings from the My Profile page or from the Setup home page opens the Third Party Settings page.

This page enables you to configure Platform to use your SMTP, Microsoft Exchange, or Gmail email address to send emails and to view email from those accounts within a Platform application. Once an email account is connected, Platform applications can send emails from that account. You can also configure your third party settings to synchronize your Platform calendar with your Exchange or Google calendar, which is a one-way synchronization from Platform to Exchange.

To enable the above options, an administrator must enable them on the Email Server Settings page. By default, Exchange and Gmail are enabled. If a USER tries to configure these email settings by adding any SMTP/Exchange/Gmail account credentials, Platform will prefer the USER level setting over any existing TENANT or SYSTEM level setting. Thus, all emails will be sent from the email address as configured by the USER. See Account administration and security settings for more information.

If you are using Gmail, you might need to enable IMAP on that account. See Enabling IMAP on your Google account for details.

To configure Platform to use your email account and sync your calendar:

  1. In the Email Options area, select the type of account (SMTP, Gmail, or Microsoft Exchange).

  2. In the Calendar Options area, select the type of calendar (None, Gmail, or Microsoft Exchange).

  3. Do one of the following:
    • For SMTP, enter your email address and password in the User Name and Password fields if your SMTP provider requires them.
    • For Gmail or Microsoft Exchange, click Attach and follow the prompts to connect your account using OAuth.
  4. Click Save.

Screenshot for My Third Party Settings

Note: Platform does not support Gmail or Microsoft Exchange account password authentication. Do not enter your Google or Microsoft Exchange account password in Platform. SMTP authentication is not affected.
Note:
  • Before users can configure a Microsoft Exchange account, an administrator must configure the Microsoft Exchange integration and select Allow User Exchange Account on the Email Server Settings page.
  • The Microsoft Entra application must include Mail.Read for read-only inbox access or Mail.ReadWrite when users must mark, flag, or delete messages.
  • Configure Calendars.ReadWrite for one-way calendar synchronization from to Microsoft Exchange.
  • Sending attachments of 3 MB or larger requires both Mail.Send and Mail.ReadWrite. For more information, see Enabling Microsoft Exchange Integration .