Gmail and Salesforce Access Credentials¶

For users of the Email Sidebar on:

3 min read

If your mailbox or Salesforce credentials get changed or expire, RGES will no longer be able to work with your data. However, you can easily renew your Salesforce and/or MS Exchange authorization to let RG Email Sidebar regain access to your mailbox and/or CRM data.

Microsoft Access Tokens Expiration Explained¶

Tip

See this Microsoft article for complete information on refresh tokens

When an access token expires, MS Office clients use a valid refresh token to obtain a new access token. This exchange succeeds if the user’s initial authentication is still valid.
By default, refresh tokens are valid for 90 days; however, with continuous use they can remain valid until revoked.

Refresh tokens can get auto-invalidated in the following cases:

User’s password has changed since the refresh token was issued.
If the local Exchange/O365 Admin applies conditional access policies that restrict access to the resource the user is trying to access.

All data access renewal actions are performed in Sync Settings¶

To open RG Email Sidebar Sync Settings from the Sidebar:

1. Open the RG Email Sidebar Add-In / Chrome Extension in MS Outlook Desktop or On the Web version or Gmail
2. Click the ☰ Menu button in RG Email Sidebar Add-In / Chrome Extension and select Sync settings, or Set up Sync to activate RGES Sync Engine first

>>> Click to see an animation <<<

Refreshing RGES MS Office 365 access¶

Follow the steps below:

1. Open RG Email Sidebar Add-In / Chrome Extension in MS Outlook Desktop or On the Web version or Gmail

2. Click the ☰ Menu button in RG Email Sidebar Add-In / Chrome Extension

3. Open RGES Sync Dashboard from the Sidebar and go to Sync settings(1) > E-Mail Configuration(2) in the navigation pane on the left

4. To refresh your MS Office 365 authorization: click Refresh (1) and enter your login credentials in the Microsoft Online OAuth window that appears

or

To use other login credentials or update your MS Office 365 access password if it was changed, click Change (2) next to _Change E-Mail Account or Server

5. Enter your login credentials in the corresponding fields of the OAuth window that appears.

Refreshing RGES MS Exchange access¶

To get your MS Exchange access credentials renewed, do the following:

1. Open Sync Dashboard from the Sidebar and go to Sync settings > E-Mail Configuration in the navigation pane on the left

2. To refresh MS Exchange access token, click Refresh in RGES Sync Dashboard window that appears

or

To use other login credentials or update your MS Exchange mailbox access password if it was changed, click Change next to Change E-Mail Account or Server, select Microsoft Exchange, Outlook.com or unsure and enter the new mailbox login credentials in the following window.

Note that here you can also specify a new EWS configuration URL for your mailbox.

Refreshing RGES Gmail access¶

If RGES Chrome Extension’s Gmail access token expires or your Gmail password gets updated, do the following to refresh the access:

1. Open RG Email Sidebar Add-In / Chrome Extension in MS Outlook Desktop or On the Web version or Gmail

2. Click the ☰ Menu button in Chrome Extension

3. Open Sync Dashboard from the Extension’s Sidebar

4. Open Sync Settings > E-Mail Configuration and click Refresh to refresh an expired access token or update the password

5. Enter your Gmail login credentials in the Gmail OAuth window that appears

6. In the following dialog window, click Allow to re-authorize RGES access to your Gmail data

>>> Click to see a screenshot <<<

Refreshing RGES Salesforce access¶

1. Open {{ short_name }} Sync Dashboard from the Sidebar and go to Sync settings(1) > CRM(2) in the navigation pane on the left

2. To update the Salesforce login token: click Refresh under Salesforce Access on the right-hand side if you need

or

To use different Salesforce login credentials or update your password: click Change next to Change Salesforce account

3. Enter your Salesforce login credentials or select a previously saved account from among Saved Usernames in Salesforce OAuth window that appears.

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