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How to switch from Basic Authentication to Modern Authentication in the AskCody Platform

This article will explain the steps on how to change your authentication method from Microsoft Basic Auth to Modern Auth in the AskCody Portal and information on how to scope access with Modern Auth.

Switch from Basic Authentication to Modern Authentication

The switch from Basic Authentication method to Modern Authentication method only applies to customers who already have an integration to Exchange Online. Log in to your AskCody Portal and follow the video below.  

If you wish to change your integration from Exchange Server to Exchange Online, follow the steps in this article.


*No AskCody services or features will be impacted by doing the switch. 

Steps:

  1. Log in to the AskCody Portal
  2. Navigate to the Admin Center
  3. Click on Integrations
  4. Choose Microsoft Exchange Integrations
  5. Choose your current integration
  6. Click on "Switch to Modern Authentication (OAuth2.0)"
  7. Click on the button "Switch authentication method"
    This will pop up a Microsoft sign-in box. 
  8. Type in your Microsoft credentials to sign-in as a verification
    This will pop up a permission box your need to accept.
  9. Accept the permission request from Microsoft
    Now your authentication method has been switch from Basic to Modern.

How to scope and restrict access using Application Access Policies with Modern Authentication 

Modern Auth (OAuth 2.0) is a more secure and reliable way than Basic Auth to access data in Microsoft Exchange Web Services (EWS). In February 2021 Microsoft introduced Application Access Policies for connecting to EWS.  This enables you to restrict the AskCody application to access certain resources in Exchange. Note however that AskCody already only has access to the resources (calendars) that you choose and select to connect and integrate into the AskCody Platform as an extra layer of security and restriction of data access. 

For more information and guidance on how to set up Application Access Policies with Modern Auth see this help article and webinar.