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Who: an Administrator or the Owner in Tivero, together with a Microsoft 365 administrator. Where: the Configuration → Integrations → Microsoft 365 menu.

Connect yourself

Use this option if you’re also a Microsoft 365 administrator in your organization.
1

Open the integration

Go to Integrations and open Microsoft 365.
The Microsoft 365 card with the Not connected status and the Connect and Hand off to IT buttons
2

Connect

Click Connect. Sign in to Microsoft with an administrator account and accept the permissions.
3

Check the status

When you’re back in Tivero, the status changes to Connected.

Hand off authorization to IT

Use this option if someone else holds Microsoft 365 administrator rights.
1

Generate the link

Click Hand off to IT. Optionally enter the IT admin email — we then email the link directly. Click Generate link or Generate and send.
2

Share the link

If you didn’t enter an address, copy the link with Copy link and share it with the administrator. The link expires in 72 hours.
3

The administrator authorizes access

The administrator opens the link, signs in to Microsoft and accepts the permissions. The status in Tivero changes to Needs confirmation.
4

Confirm the organization

Check that this is the right Microsoft 365 organization and click Confirm and activate. If it isn’t your organization, click Reject — the integration is disconnected.
You can generate the link again with Regenerate, for example after it expires. Cancel the authorization request with Cancel.

Connection statuses

What’s next

Start with people sync.