Help Center
Customers & onboarding
Add customers, send onboarding links, choose modules, manage consent and offboard.
Articles
- Adding a customerAdd a Microsoft 365 tenant to your workspace by domain or tenant ID. Nothing is requested from the tenant until you send an onboarding link.Admin or Owner
- Onboarding a customer with the setup wizardPick the modules to assess, generate an onboarding link and send it to the customer's Global Administrator. They approve each module and the wizard assigns the read-only roles.Admin or Owner creates the link
- For customer administrators: approving an onboarding linkYour service provider sent you an M365Assessments onboarding link. Here is what each step does, what you approve and how to remove access later.Global Administrator of the tenant being assessed
- Modules explainedWhat each module assesses, which Microsoft app it uses, whether it is read-only and what the customer sets up after consent.Everyone
- Adding or disabling a module laterAdd a module to a connected customer with a link for just that module, or disable one so assessments stop using it right away.Admin or Owner
- Re-granting consent after permission changesWhen a module gains a permission, consent was revoked, or a module shows Consent failed, send the customer a fresh link to approve again.Admin or Owner
- Legacy tenants and upgrading to modular onboardingCustomers connected before modules existed use a single Collector app. They keep working; upgrading gives least-privilege apps, no certificates and a guided wizard.Admin or Owner
- Assigning Global Reader manuallyIf the wizard can't assign the read-only Global Reader role, the customer's administrator can do it in the Microsoft Entra admin center or with PowerShell.Customer's Global Administrator or Privileged Role Administrator
- Removing M365Assessments from a customer tenantA tenant's administrator can revoke all access at any time by deleting the M365 Assessment enterprise applications. No ticket needed.Customer's Global Administrator, Cloud Application Administrator or Application Administrator
- Offboarding a customerOffboarding permanently deletes all of a customer’s assessments, reports and files and frees its customer slot. Runs already used are not refunded.Admin or Owner
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