Accessing the Outlook add-in

Last updated 29/4/2025

This article will explain how to access your Tractivity Outlook add-in, once it has been installed by your IT Team.

Open up an email or event in your Outlook app that you wish to record on your Tractivity system.
From the top ribbon on your Outlook app, select the Tractivity Outlook add-in. This will appear as the red Tractivity logo.
Once selected, a sidebar will open on the right of your screen. The sidebar will display a screen with Welcome to Tractivity Outlook Add-In.
Select the red Log In button.
A window will pop up with a field to enter your Tractivity URL. This is not your username; you need to enter the address for your Tractivity system, in the following format: companyname.tractivity.co.uk. Enter this and then click Log In.
Depending on how you log into your Tractivity system in your browser, select either Log In with Single Sign-on, or Log In with your Tractivity Username & Password.
If selecting Log In with your Tractivity Username & Password, please use the credentials you have for your Tractivity system and click the Log In button. Currently, this will not ask for you to authorise your sign-in using Multi-Factor Authentication.
On the next screen you will be asked to check the permissions you wish to grant and select Yes, Allow.
You will then be logged into the add-in and the side bar should change to indicate you are logged in.

A handy guide on logging into the Tractivity Outlook add-in in your Outlook app