Connect your Outlook
In short
Click Outlook at the top of your dashboard to open the panel. To connect your mailbox, go to Settings → Connectors → Outlook and click Connect Outlook. If it isn't connected, sign in with your work Microsoft account, or send your IT admin the approval link.
The Outlook panel puts your inbox next to your load board, so customer emails and paperwork are one click from the load they belong to.
What the panel does
- It shows the emails to look at, with a count on the Outlook button.
- It stays beside the board, so you can read an email without leaving the load you are working.
- It only works once your mailbox is connected.
Open it
Click Outlook at the top of your dashboard. The panel opens beside the board. Click Outlook again to close it.
Where the settings are
In SmartLoads, under Settings, click Connectors, then open the Outlook card. That is where you connect, reconnect or check your mailbox.
If it isn't connected
- Open Settings → Connectors → Outlook.
- Click Connect Outlook and sign in with your work Microsoft account.
- If Microsoft says Need admin approval, click Copy message or Email your IT admin on the card. Your admin approves SmartLoads once for the whole company. Then click Connect Outlook again.
Adding the panel inside Outlook itself is a separate step. See Install the SmartLoads panel in Outlook.