Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Issue
When sharing a document with a client using New Collaborate or co-editing a document, the following error is displayed:
- "Error creating email. Microsoft rejected your authentication. Please log out and log back in again. If this error persists, please check your Status in My Settings".
Cause
New Collaborate: OneDrive admin account issue
There is a problem with the OneDrive admin account used to configure and manage New Collaborate.
Solution
- Check which account is nominated as the OneDrive admin account.
- Confirm the user is licensed for Microsoft 365 with OneDrive, with at least the Microsoft Business Basics plan.
- Confirm the account is Active in the Users list.
- Ensure the user has logged into FYI at least once.
If you need help reviewing your setup, follow the guide to configuring New Collaborate.
Co-Edit: OneDrive admin account login has expired
The nominated OneDrive admin user must log into FYI again. If this user doesn’t log in regularly, their login can expire, resulting in this error.
Solution
- Ask an FYI Admin or a user with access to automations to check which account is nominated as the OneDrive admin account.
- Ask someone with access to the OneDrive admin account to log into FYI using that account.
- Try co-editing the document again.