After your firm connects the Microsoft 365 Integration in Neos and Staff emails are activated, you will need to make sure that all Staff Outlook calendar permissions are set appropriately.
Neos allows the following Outlook calendar permissions:
Can edit – Staff in your organization can edit your calendar – recommended
NOTE: Events deleted from Outlook are also deleted from Neos. AutoArchive is not supported.
Can view all details – Staff in your organization can see your calendar details but cannot edit - stricter
NOTE: Neos does NOT support the Can view when I'm busy permission, which is the default Outlook calendar setting. This permission will result in a blank calendar in Neos. To avoid this scenario, set the Neos-supported Outlook calendar permission (above) that best aligns with your firm.
Reconnect Office 365 Calendar
If a Staff's Office 365 Account is not connected in Staff Profiles, the following error message will display when accessing the Calendar in Neos.
Click the Reconnect button to initiate the connection between Neos and your Office 365 account.
On the following message, click Continue to be redirected to the Microsoft login screen.
Enter your password and click the Sign in button. You may be asked to verify your identity by text or phone. When the process is complete, the Microsoft window will close and return you to Neos. Your Office 365 will show as connected in your Staff Profile.
