How to Connect Gmail Using OAuth (Direct Connect) from the Portal

After the admins have followed the instructions for turning on OAuth in the admin site, teachers and staff must complete an extra step in the Portal in order for the change to take effect. 

In case admins have not yet activated OAuth for teachers and staff, please follow the instruction in the 

How to Connect Gmail Using OAuth (Direct Connect) article.

ProTip! Admins make sure users of the emails have the box "Can Update Password Information in the system" checked prior to. This allows teachers/staff to enter in their password and activate OAuth for the account from the portal.

Once this has been done, teachers and staff will follow these steps from the portal:

1. My Account> Email Accounts> Edit OAuth Connection
   
2. Scroll down until you see Type of Email Account, select Gmail OAuth2 (Direct Connect)
   • If you see Current Status: Gmail Not Connected proceed to step 4 below.
   • If you see Current Status: Gmail Connected you may already be connected but we highly recommend that you test to confirm that everything is OK by clicking the "Save and Test" button above:
     
     
     • If the test fails (usually because your credentials have expired), you'll be prompted to re-authorize your email account by clicking the "Connect" button. Do so and then test again and you should be all set.
       
       
3. If you instead you see something like the screenshot below that says Gmail Not Connected and then click the Connect button.
   
4. The next screen will walk you through the steps, select Connect on the bottom left. 
   
   
   
5. Select the email you want to connect to and enter your email UserID and password.
6. On the next screen, select Allow to authorize BigSIS to send emails on your behalf.
   ProTip! You can always see and/or disconnect your Google account.