Access levels
Each Outlook account has an access level: Read-only, Read + send, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.What agents can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action. Each action shows its name, a one-line description where the Outlook action catalog has one, and its slug. The slug is the ID that agents use when they call the action.Read-only
Read-only
- View attachments
- View roles and permissions
- View calendars
- View mail folders
- View extensions
- View emails
- View change history
- View contacts
- View events
- View rules
- View views
- View categories
Attachments (14)
Attachments (14)
Calendars (8)
Calendars (8)
Categories (2)
Categories (2)
Change history (4)
Change history (4)
Contacts (4)
Contacts (4)
Content (2)
Content (2)
Emails (5)
Emails (5)
Events (8)
Events (8)
Extensions (6)
Extensions (6)
Groups (2)
Groups (2)
Mail folders (7)
Mail folders (7)
Photos (1)
Photos (1)
Roles and permissions (9)
Roles and permissions (9)
Rules (3)
Rules (3)
Schedules (2)
Schedules (2)
Views (3)
Views (3)
Other actions (4)
Other actions (4)
Read + send
Read + send
- Search, create, update, and send emails
- Create and update extensions
- Search, create, update, and send events
- Create and update mail folders
- Create and send drafts
- Create attachments
- View, update, and manage reminders
- Create sessions
- Create and update contacts
- Create and update roles and permissions
- Create and update calendars
- Create and update rules
Account details (1)
Account details (1)
Attachments (11)
Attachments (11)
Calendars (6)
Calendars (6)
Categories (4)
Categories (4)
Change history (1)
Change history (1)
Chats (1)
Chats (1)
Contacts (8)
Contacts (8)
Drafts (10)
Drafts (10)
Emails (24)
Emails (24)
Events (17)
Events (17)
Extensions (16)
Extensions (16)
Files (1)
Files (1)
Groups (2)
Groups (2)
Languages (1)
Languages (1)
Lists (1)
Lists (1)
Mail folders (14)
Mail folders (14)
Meetings (1)
Meetings (1)
Messages (1)
Messages (1)
Profiles (1)
Profiles (1)
Reminders (9)
Reminders (9)
Replies (1)
Replies (1)
Roles and permissions (6)
Roles and permissions (6)
Rules (4)
Rules (4)
Schedules (1)
Schedules (1)
Sessions (7)
Sessions (7)
Settings (2)
Settings (2)
Tasks (3)
Tasks (3)
Users (3)
Users (3)
Views (1)
Views (1)
Other actions (3)
Other actions (3)
Full access (recommended)
Full access (recommended)
- Delete attachments
- Delete extensions
- Delete and cancel events
- Delete contacts
- Delete emails
- Delete mail folders
- Delete roles and permissions
- Delete calendars
- Delete rules
- Delete categories
- Delete groups
- Delete tasks
Attachments (8)
Attachments (8)
Calendars (3)
Calendars (3)
Categories (1)
Categories (1)
Contacts (6)
Contacts (6)
Emails (8)
Emails (8)
Events (11)
Events (11)
Extensions (8)
Extensions (8)
Groups (1)
Groups (1)
Mail folders (8)
Mail folders (8)
Roles and permissions (3)
Roles and permissions (3)
Rules (2)
Rules (2)
Tasks (1)
Tasks (1)
Other actions (1)
Other actions (1)
Connect Outlook
Before you start:- You need an Outlook account that you can sign in to.
- Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
Open Integrations
Add an integration
Find Outlook
Choose an access level
Click Connect Outlook
Sign in to Outlook
Change the access level
- Under YOUR CONNECTIONS, find the Outlook account.
- Open the account menu (⋯) and click Manage scope.
- Under Default scope, choose the new level.
- Click Save access.
Set access for one agent
Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.- Under YOUR CONNECTIONS, open the account menu (⋯) on the Outlook account.
- Click Manage scope.
- Under Per-agent access, find the agent.
- Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
- Click Save access.
Use more than one Outlook account
Click + Account on the Outlook card to connect another account. Agents use the primary account unless they are asked to use a specific one.- After you click + Account, follow the connect steps above.
- Each account has its own access level.
- The first account you connect becomes the primary account. It shows ★ PRIMARY.
- To change the primary account, open the account menu (⋯) and click Make primary.
- To tell accounts apart, open the account menu (⋯) and click Rename.
Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Outlook side:- Open the account menu (⋯) and click Reconnect.
- Click Reauthorize on Outlook.
- Sign in to Outlook and approve the request.
Costs
Outlook actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.Troubleshooting
An agent reports that an action is not allowed on this account.- Cause: the action is outside the account’s access level, or outside the level you set for that agent.
- Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.
- Cause: the agent is set to No access under Per-agent access, or the account is not connected.
- Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: resubscribe. See Manage your subscription.
- Cause: the sign-in for that account is no longer valid.
- Fix: use Reconnect on the account.
Common questions
Can I limit what agents can do in Outlook?
Can I limit what agents can do in Outlook?
Can I connect more than one Outlook account?
Can I connect more than one Outlook account?
How do I disconnect Outlook?
How do I disconnect Outlook?