Microsoft credentials

In the Cloud Credentials menu, you can create and manage Microsoft credentials. Additionally, you can:

• Add data sources
• Integrate calendars
• Sync folders from OneDrive into files

caution

This function only works if the Microsoft API is set on your server.

• You can create a Microsoft credential with the Add new button.

• In the appearing modal, you must set the Name of the new credential and choose whether it will be a OneDrive or SharePoint credential.

  • As a scope, you can select:
    • List
    • Calendar
    • Drive
    • PowerBI
    • Workbook (Excel)

• After that, you can choose from two options: Authenticate immediately or later.

• The Connected column shows if the credential is authenticated ✔ or not ✘.

Actions on Microsoft credentials

• Authenticate credential: Here you can authenticate the previously set credential.

• Edit Microsoft credential:
  You can manage the team's access for devices:

  • Rename the credential.
  • Select a manager user to manage the access list.
  • Select teams to access the credential.
    Note: If you set a Manager User, the other users will only see the folders and items that the Manager User set as available in the access list.

• Manage access list:
  Here you can manage the access list as a Manager user.
  Note: The selection is not recursive. You must select the sub-folders and individual devices under the selected folders to make them accessible. If the manager user does not make limitations in the access list, everything will be available for other users.

• Remove credential: With this button, you can remove your credential.

Page Controller

On the right top corner of the user's page, you can:

• Search by name
• Navigate to the knowledge base.