Follow the workflow
Work from top to bottom. A screen link appears when the workflow moves somewhere new.
- 01
Check the service you are connecting
Review your managed plan and connection status in Microsoft 365. You also need a Microsoft 365 organization with the required licences; buying a domain or an ID360 managed plan does not create a licensed Microsoft mailbox.
Open this screen/dashboard/managed - 02
Choose one workflow to start
Open Get set up and choose Just me or A team or company, then pick one automation. Just me simplifies the setup choices; it does not make the requested Microsoft permissions personal or mailbox-only.
Open this screen/dashboard/onboarding - 03
Review the requested access
Before connecting, review the listed Microsoft permissions: mail read/write and send, calendar read, SharePoint read/write, and directory read. These are tenant-wide application permissions, not mailbox-only permissions.
- 04
Ask a Global Administrator to approve
A Microsoft 365 Global Administrator can select Connect Microsoft 365. If that is not you, use Not the admin? Copy the consent link and send it to the administrator; ID360 never needs their password.
- 05
Confirm the connection before switching on a workflow
Return to setup and check that ID360 confirms the correct organization is connected. Select the first workflow's mailbox, recipients, and time zone, then save it. Check its activity after the scheduled run; enabled does not mean it has already produced a result.