Affinity is a relationship intelligence platform helping professionals leverage their networks to achieve their business priorities. Using AI and natural language processing, Affinity helps teams manage and grow their networks by unlocking introductions to decision makers and auto-populating pipelines to increase deal flow.
In order for Microsoft users to successfully leverage the platform users need to authenticate with Outlook Exchange. We sync all email and calendar data to our system to power the relational insights. For details on our security and privacy policies you can review them on our website at affinity.co.
To connect with Microsoft accounts, we use Exchange Web Services, which requires a URL that points to your exchange server (EWS url).
If your team is on Office 365, the default EWS Url pre populated on the log in screen will work otherwise you can access it by following the instructions here.
If the Microsoft Exchange Login is not working you can use the following steps to troubleshoot:
- If MFA is turned on for your organization you may have to look into app passwords for your team. See instructions on how to create an application specific password here.
- Make sure the EWS Url the user entering is correct. Instructions on how to access this are in the link above.
- There may be a firewall in place that requires you to whitelist our IPs. Our production our IPs are: 184.108.40.206 or 220.127.116.11
- Exchange authentication uses basic authentication (email/password), there may be settings preventing us from connecting this way. You can either turn this off or explore our SSO option if basic authentication does not work for your team.
Single Sign On Users
This solution is a bit more involved, but if your organization is using SSO, and your identity provider supports OpenID Connect, or SAML 2, we can integrate this into our authentication process. Your IT team would then have to configure what's called an EWS Impersonation Account so we could sync data. You can see details to set this up here.