Connect to Microsoft 365
After a customer account has been added, it must be connected to Microsoft 365 and the necessary configuration completed. A banner displays at the customer level until that customer account is connected to Microsoft 365.
Either the MSP admin or the Customer admin can click on Add Connection in this banner to complete the connection steps. MSP admins will also see the Add Connection option in their Customers table where applicable (in the Connection column).
An MSP admin can add a customer connection only if they have a Global Administrator role in the customer's Microsoft 365 tenant.
A Customer admin can add the connection themselves only if they can access the Platform with login credentials received from their MSP admin.
When you click on Add Connection, you will proceed with the steps below.
1. From the dialog, select the applicable Microsoft account and sign in.
2. Review the requested permissions and click Accept.
The customer tenant is now connected to Microsoft 365. You will be returned to the Connections page, from where you can complete the remaining configuration steps. See Connect and Configure a Customer Account for details.