M365 Single Tenant
Connect one customer's Microsoft 365 tenant directly, without GDAP.
M365 Single Tenant connects Uniportal straight to one customer's Microsoft 365 tenant. Use it for customers you don't manage through a GDAP relationship. If you do have GDAP with them, use the GDAP integration instead, it onboards all your customers from one sign-in.
Like the GDAP integration, this creates the customer as a company in Uniportal, which is what records in your PSA, documentation, RMM, and other integrations get mapped to. There's currently no way to create a company in Uniportal by hand, so connect the customer's Microsoft 365 before you try to map them anywhere else.
Prerequisites
- A Global Administrator account in the customer's Microsoft 365 tenant. Global Admin is needed to grant admin consent to the Uniportal application, since it uses application permissions that work without a signed-in user.
- Admin/Owner role in your Uniportal tenant.
Setup
Connect and consent
- In the Uniportal dashboard, go to Integrations.
- Select the Microsoft 365 single tenant tile.
- Click Connect and sign in with the customer tenant's Global Admin account.
- When Microsoft asks for consent, check Consent on behalf of your organization and accept.
Sign in with an account that belongs to the customer's tenant, not your own. Whatever tenant the account belongs to is the one that gets connected.
Map the company in your other integrations
The customer now exists as a company in Uniportal. Map their records in your PSA, documentation, RMM, and other integrations to it. See Integrations for how mapping works in each one.
Syncing, reconnecting, and troubleshooting
The tenant syncs automatically every 4 hours. Click Sync now when you need fresher data, or ask the AI Assistant to sync the customer from chat.
If end-users don't show up after connecting, click Sync now and refresh the page. They sync after the connection is set up, not during it.
If you see authentication errors, or a tool fails because of a missing permission, click Reconnect and consent again with the customer's Global Admin. This is also how you pick up new permissions when Uniportal adds Microsoft 365 tools. Reconnecting doesn't touch the company or its mappings.
Disconnecting doesn't delete the company in Uniportal either. Connect the same tenant again later and it reconnects to the same company.