Outlook login and Autotask menu

If you are using 2FA, the OTP (One Time Password) Token dialog will open every time you start Outlook, or when you return to Outlook after your current session has timed out.

To log in and access Autotask, do the following:

1. Open Outlook. The OTP Token dialog window will open.
   
2. Generate an authentication code for Autotask, and enter it into the dialog window.
3. By default, the one time password is masked. Click Show to display the password.
4. Click OK. For additional steps, refer to Login tab.

To log into Outlook without accessing Autotask:

• To quickly open Outlook to check or send email without entering a one time password, click Cancel to close the OTP Token dialog. Outlook will open, but will not connect to Autotask.

If you are using single sign-on (SSO) to log into Autotask, the authentication workflow will work as follows:

• If your Calendar or Contacts options are configured to automatically get contacts or calendar items when you open or close Outlook, access to Autotask is required, and you will be prompted to authenticate with your identity provider when opening or closing Outlook.
  
  Refer to Configuring the Outlook extension.
• If these settings are unchecked, you will not have to authenticate with your SSO provider, unless and until you select an option from the Outlook > Autotask menu. This allows you to open Outlook without unnecessary authentication.

If your administrator has enabled log in with KaseyaOne, all Autotask users whose primary email address matches that of a user in KaseyaOne can log into Autotask using their KaseyaOne credentials. Using the KaseyaOne log in provides centralized access and seamless navigation to any other Kaseya modules where you have an account.

To use your KaseyaOne credentials, do the following:

1. Enter your Autotask Username and click Log In with KaseyaOne. You will be redirected to the KaseyaOne log in page.
   

2. Enter your credentials and authentication code. Autotask opens.
   The app launcher icon appears in the top right corner. From there, you can easily navigate to any other connected Kaseya modules.
   

NOTE  Users who log into Autotask using the unified log in will be logged out of KaseyaOne and all other modules when they log out of Autotask.

If you are running Outlook offline (without being connected to the Internet), any synchronization between Outlook and Autotask is automatically disabled to prevent the Autotask MS Outlook Extension from trying to connect with Autotask.