Setting up Amicus with Office365 and MFA
What is MFA?
Multi-factor Authentication (MFA) is an authentication process that requires a user to provide a second form of identification in addition to their password.
An App Password is required to give Amicus Attorney permission to access your Office 365 account if you have enabled Multi-factor Authentication (MFA). You are required to update your Firm Settings, as well as your Preferences to use the Exchange link in the Contact & Calendar synchronization and in the Email Integration.
Retrieving your App Password for Office 365
Sign into Office 365 with your regular password, click Sign in to display this screen
Click Set it up now to display the Additional security verification screen.
In Step 1 select your authentication method from the dropdown list and follow the prompts on the page
After you verify your alternate contact method click Next to receive an app password that you can use with Outlook
Click the Copy icon to copy the password to your clipboard.
Creating an App Password
You will now want to create an App Password instead of using the code from the previous screen
Sign into Office 365 using your regular password. Select Settings > Office 365 to display My account screen.
Settings looks like a small cog.
Select Security & privacy from the left navigation pane and Additional Security Verificationfrom the main screen.
You will only see this option if your Admin has set up MFA for your firm
Select Update my phone numbers used for account security from the drop-down list to display the following page:
Select App Passwords at the top of the page and choose Create to get an app password.
Type a name for your App Password such as “Amicus” and click Next to display Your app password screen
Go to the Amicus app and enter or paste the App Password when you are prompted.
Using your app password in Amicus Attorney
You will only need to do these steps once to update your Firm Settings
Log into Amicus Attorney, select Office > Firm Settings from the left navigation pane.
Select Contacts, Calendar and E-mail under the Outlook / Exchange Link tab to display the Outlook / Exchange Link dialog.
Enter the App Password in the Password field
To update your Preferences enter the App Password in the Exchange Settings dialog
To access the Exchange Settings dialog, select Office > Preferences from the left navigation pane.
Select an option under the Links tab.
a) Email – Outlook Exchange configuration
- Selecting the Email link displays the Outlook / Exchange E-mail dialog. Choose the Microsoft Exchange (Server-side) radio button under Process my email with.
- Click Step 1 to display the Exchange Settings Link dialog
- Enter the App Password in the Password field and click the Next arrow in the footer.
b) Calendar & Contacts – Outlook/Exchange/Google configuration
- Selecting the Calendar & Contacts link displays the Calendar and Contacts Integration dialog. Choose the Microsoft Exchange radio button under Step 1.
- Click Configure to display the Exchange Settings dialog.
- Enter the App Password in the Password field.