Microsoft 365 (Microsoft 365 Groups)

Overview

Use a Microsoft 365 Group address (for example, privacy@yourcompany.com) to route group mail into TrueVault by:

1. Allowing the group to accept messages from external senders.
2. Creating a mail flow rule to redirect group mail to TrueVault.

Prerequisites

• You have access to the Exchange admin center with permission to manage groups and mail flow rules.
• You have your organization-specific TrueVault forwarding address from Account Settings > Domain in the TrueVault app.

Configure The Microsoft 365 Group

1. Open the Exchange admin center.
2. Go to Recipients -> Groups.
3. Select the Microsoft 365 Group you want to use.
4. In Members, ensure an admin you control is added as an Owner (owners are required to manage certain group settings).
5. In Settings, enable Let people outside the organization email this group.

Create A Mail Flow Rule To Redirect To TrueVault

Forwarding addresses are unique per organization. Copy the exact value from Account Settings > Domain in your TrueVault app. It will look like inbound@dx5jjyde5.mx.truevault-app.com, where dx5jjyde5 is specific to your organization.

1. In the Exchange admin center, go to Mail flow -> Rules.
2. Create a new rule with a condition matching mail sent to the group address:
   • Example condition: The recipient is... privacy@yourcompany.com
3. Add an action to redirect the message to TrueVault:
   • Redirect the message to... (or Bcc the message to...) the forwarding address from Account Settings > Domain
4. Save and enable the rule.

Optional: Avoid Duplicate Delivery To Teammates

If you want messages sent to the group to only land in TrueVault (and not also be delivered to individual users), disable:

• Send copies of group conversations and events to group members