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Connect your Gmail or Office 365 mailbox

Needs setupFor: All staff

Bring your own email into Triage; only you see your mailbox unless you share it.

  1. Go to Settings > Email.

    Settings, Email, with the Connect your email section and provider cards for Google, Office 365 and Microsoft Exchange, and Connected accounts below.
    Settings > Email.
  2. Under Connect your email, choose Google (Gmail and Google Workspace) or Office 365, and press Connect.

  3. Sign in to your email account and allow BMS access.

  4. Back in BMS, your 20 most recent emails arrive in Triage, and every new email follows.

Once connected, Send, Reply and Forward go out from your own address. Connected accounts lists each mailbox as Connected, Disconnected or Not connected, with Reconnect and Disconnect.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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