Skip to main content
Help Center

Account and setup

Manage your profile and mailbox

Keep personal details current and connect a supported mailbox for email-related workflows.

All users6 min readConnected service

Availability: Mailbox features require a supported connected Microsoft account and dealer permission.

Profile settings

Profile holds the signed-in user's name and account settings. Users can also change their password from this personal surface without opening dealer-wide administration.

Connect Microsoft 365

  1. 1Open Profile or the mailbox connection surface.
  2. 2Choose Connect Microsoft.
  3. 3Sign in to the intended work account and grant the requested access.
  4. 4Return to QuoteDeck and confirm the connected address and status.

Connection boundaries

A connected mailbox supports QuoteDeck email workflows that are enabled for the dealer. If Microsoft reports that authorization expired or needs attention, reconnect before relying on mailbox-backed activity.

Keep in mind: QuoteDeck cannot correct Microsoft tenant policy or admin-consent restrictions. Your Microsoft 365 administrator may need to approve the connection.

Still stuck?

Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.