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Outlook Add-in - Restricted Version

How is the restricted Outlook Add-in for Simply Stakeholders different to the full version?

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated over a week ago

What is Outlook Add-in - Restricted version?

The full version of the Simply Stakeholder Outlook Add-in captures emails and calendar events as interactions and creates email recipients as stakeholders.

The restricted version works in a similar way, but with a few important differences behind the scenes. There are also some limitations in the restricted version.

Note:

This article is aimed primarily at administrators and tech support.

For how to use the full version, see Outlook Add-in.

How is the restricted version of Outlook Add-in different?

Login process:

  • The login process prompts the user to log into Simply Stakeholders via OAuth.

  • It uses the Outlook JavaScript API to load item data, and the Simply Stakeholders REST API to load some basic data like projects and contact groups. On saving, it sends requests to the API to save the interaction and stakeholder(s).

How it runs:

  • The add-in runs as an SPA-style Web App inside Outlook (WebView in desktop, iframe in web client).

  • It uses the Outlook JavaScript API to load item data and mark items as saved.

Permissions:

  • The add-in requires ReadWriteItem permission in Outlook. This means it can read/write the selected email or calendar event (in the user's own mailbox or a shared mailbox), but not any other items.

Technical requirements:

  • The full add-in depends on Requirement Set 1.6.

  • The restricted add-in depends on Requirement Set 1.8.

  • See Microsoft documentation for which Outlook clients support each set.

Access to items:

  • The full add-in also has read/write access to ALL emails and contacts, and it has read access to ALL calendar events in the user's mailbox (including shared mailboxes).

  • The restricted add-in has read/write access ONLY to the selected item.

Installation:

  • Install the restricted version using the same steps as the full Outlook Add-in version (including installation). However, select the Simply Stakeholders for Outlook (Restricted) app.

Autosave:

  • The full version uses Microsoft Graph API for autosaving emails into Simply Stakeholders (when the user selects that autosaving).

  • The restricted version has no autosave - all saving is manual.

For how to use the full version, see Outlook Add-in.

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