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# Enterprise mailbox connection checklist (Microsoft 365 and Google Workspace)

# Enterprise mailbox connection checklist (Microsoft 365 and Google Workspace)

## Purpose

This article is for **IT and operations teams** that need to connect **many** Microsoft 365 and Google Workspace mailboxes during a platform migration or similar cutover. It gives a single runbook—**who does what**, **which SuperSend paths to use at scale**, and a **sign-off checklist**—without duplicating the full Gmail, Outlook, and Azure setup guides.

## Prerequisites

- Microsoft 365 / Entra ID administrator access (for Azure app registration and admin consent).
- Google Cloud / Workspace administrator access (for OAuth consent screen, APIs, and OAuth clients).
- SuperSend **organization admin** access for **Admin** → **Integrations** (or team members who can add senders and OAuth apps, per your roles).

## Recommended paths at scale

| Provider | Use this in SuperSend | Why |
|----------|----------------------|-----|
| **Microsoft 365 / Outlook** | **Service account** (Graph **application** permissions + client secret) | Connect many mailboxes on one tenant **without** each user completing Microsoft’s OAuth consent screen. |
| **Google Workspace / Gmail** | **OAuth** — one or more **Google OAuth apps** saved on the same team | No Google passwords stored in SuperSend; you can add **multiple** OAuth apps per team (e.g. different Google Cloud projects or tenants) and pick the right app per mailbox. |

For the full wizard flows and alternatives (e.g. Outlook OAuth, Gmail App Password), see [Connect Outlook / Microsoft sender](https://help.supersend.io/en/article/connect-outlook-microsoft-sender-1nh9x39/) and [Connect Gmail / Google Workspace sender](https://help.supersend.io/en/article/connect-gmail-google-workspace-sender-uofupz/).

## Roles (who does what)

| Area | Typical owner |
|------|----------------|
| Azure app registration, admin consent, client secrets | Microsoft 365 / Entra ID administrator |
| Google Cloud project, OAuth consent screen, OAuth client, scopes | Google Workspace or GCP administrator |
| Entering credentials in SuperSend, adding mailboxes | SuperSend org admin and/or team members with **Senders** access |
| Per-mailbox Google sign-in (“Connect your Gmail account”) | Someone who can sign in to that mailbox (admin or mailbox user) |

## Steps — Microsoft 365 (service account)

Complete the **Azure** side first, then **SuperSend**.

### In Azure (summary)

1. **Microsoft Entra ID** → **App registrations** → create an app (single-tenant is typical).
2. **Redirect URI:** not required for the service-account (client credentials) path.
3. **API permissions** → **Microsoft Graph** → **Application permissions** (not delegated): `User.Read.All`, `Mail.Read`, `Mail.ReadWrite`, `Mail.Send`.
4. **Grant admin consent** for your organization.
5. **Certificates & secrets** → create a client secret; copy the **secret value** (shown once).

**Full permission table, troubleshooting, and policy notes:** [Azure app registration and Microsoft service account (Outlook)](https://help.supersend.io/en/article/azure-app-registration-and-microsoft-service-account-outlook-g1uq5k/).

### In SuperSend

1. **Admin** → **Integrations** → select the **team** → **Microsoft** → add a **Microsoft service account** (Client ID, Tenant ID, client secret), **or**
2. **Senders** → **Add Sender** → **Email Sender** → **Connect Your Own Mailboxes** → **Microsoft Outlook** → **Service Account** tab → create or select a service account → enter the mailbox email.

**UI walkthrough:** [Connect Outlook / Microsoft sender](https://help.supersend.io/en/article/connect-outlook-microsoft-sender-1nh9x39/) (Service Account section).

## Steps — Google Workspace (OAuth, multiple apps per team)

### In Google Cloud (repeat per OAuth client / project)

1. Create or select a **project** → enable **Gmail API**.
2. Configure **OAuth consent screen** (Internal vs External / testing users as needed).
3. Add scopes on **Data access**, including:
   - `https://www.googleapis.com/auth/gmail.modify`
   - `https://www.googleapis.com/auth/gmail.labels`
4. **Credentials** → **OAuth client ID** → **Web application**:
   - **Authorized JavaScript origins:** `https://app.supersend.io`
   - **Authorized redirect URIs:** `https://app.supersend.io/oauth/google`
5. Download the client **JSON** or copy Client ID, secret, and Project ID.

**Step-by-step detail** (including consent-screen flow) is in the **OAuth** path inside [Connect Gmail / Google Workspace sender](https://help.supersend.io/en/article/connect-gmail-google-workspace-sender-uofupz/) and in **Admin** → **Integrations** for [Integrations overview](https://help.supersend.io/en/article/integrations-overview-r3pvl9/) (Google OAuth / sending providers).

### In SuperSend

1. **Senders** → **Add Sender** → **Gmail** → **OAuth** tab.
2. **Add** a **Google OAuth app** for this team (upload JSON or enter fields). Use a clear **name** per Google Cloud project or tenant.
3. Add **another** OAuth app on the same team if you have additional GCP projects—**multiple apps per team are supported**.
4. Optionally mark one app as **default** for the team.
5. For each mailbox: select the **correct** OAuth app → **Connect your Gmail account** → sign in and approve.

## Steps — After mailboxes are connected

Mailboxes must be attached to **sender profiles**, and campaigns must use those profiles, before email sends.

1. **Create sender profiles** if you have not already: **Senders** → **Sender Profiles** → **Create Profile**. See [Create and use sender profiles](https://help.supersend.io/en/article/create-and-use-sender-profiles-1g4rjqt/).
2. **Attach mailboxes to a profile** from **Senders** → **Mailboxes** (the mailboxes table): select the mailboxes you want (you can **bulk-select** rows), then use **Assign to Profile** and pick the profile. (You can also open a profile’s detail page and use **Add mailboxes** there—the same outcome.)
3. **Point each campaign at a sender profile:** open the campaign → **Settings** → **Senders** and add the profile(s) the campaign should send from. This step chooses which **profile** a campaign uses; it does **not** attach mailboxes to profiles.

See [Senders overview](https://help.supersend.io/en/article/senders-overview-vqg87v/) for the full three-layer model.

## Expected result

- Microsoft: Service account is saved for the team; mailboxes connect via the **Service Account** tab without per-user Microsoft consent.
- Google: One or more OAuth apps are on the team; each mailbox completes Google OAuth and shows as connected under **Senders**.
- Sender profiles include the new mailboxes; campaigns reference those profiles.

## Troubleshooting

- **Microsoft — “Failed to get Outlook profile”:** Usually missing **`User.Read.All`** (application permission), missing **admin consent**, or email / UPN mismatch. See the Azure article above.
- **Microsoft — permission errors after connect:** Re-check all four Graph application permissions, consent state, and **client secret expiry**; rotate the secret in Azure and update SuperSend.
- **Google — “App isn’t verified”:** Common for internal OAuth clients; admins can proceed via Advanced, or pursue Google verification for broad production use. See [Connect Gmail / Google Workspace sender](https://help.supersend.io/en/article/connect-gmail-google-workspace-sender-uofupz/).
- **Google — wrong tenant or project:** Confirm you selected the matching **Google OAuth app** on the OAuth tab before connecting; add a separate OAuth app per GCP project if needed.

## Sign-off checklist (go / no-go)

| Check | Microsoft 365 | Google Workspace |
|-------|----------------|------------------|
| Identity platform setup | ☐ Entra app has the four Graph **application** permissions + **admin consent** | ☐ Consent screen, scopes, and web OAuth client (origins + redirect) complete |
| Credentials in SuperSend | ☐ Service account on team; secret documented and not expired | ☐ Correct OAuth app(s) on team; default set if desired |
| Pilot | ☐ One mailbox connects via **Service Account** | ☐ One mailbox completes OAuth; status healthy in **Senders** |
| Scale | ☐ Runbook for adding mailbox email + UPN quirks | ☐ Runbook for multiple OAuth apps vs default |

## Related articles

- [Senders overview](https://help.supersend.io/en/article/senders-overview-vqg87v/)
- [Connect Outlook / Microsoft sender](https://help.supersend.io/en/article/connect-outlook-microsoft-sender-1nh9x39/)
- [Azure app registration and Microsoft service account (Outlook)](https://help.supersend.io/en/article/azure-app-registration-and-microsoft-service-account-outlook-g1uq5k/)
- [Connect Gmail / Google Workspace sender](https://help.supersend.io/en/article/connect-gmail-google-workspace-sender-uofupz/)
- [Integrations overview](https://help.supersend.io/en/article/integrations-overview-r3pvl9/)
- [Create and use sender profiles](https://help.supersend.io/en/article/create-and-use-sender-profiles-1g4rjqt/)
