Connect sapio365 to your tenant

After successfully installing sapio365 on your machine, you have several options to connect to your Microsoft 365 environment.

The type of session depends on the rights you have in Microsoft 365, and how you wish to use sapio365.

Below is a summary of each session type available in sapio365 and scenarios to help you choose.

Connect to your M365 data 3 ways

Standard session	Advanced session (Recommended for admins)	App session
Adds sapio365 app to your list of enterprise applications: Ytria sapio365 - Regular Access.	Adds sapio365 app to your list of enterprise applications: Ytria sapio365 - with Admin Consent.	This third option is offered to sapio365 users who wish to use an application to connect to Microsoft instead of their user credentials.
Requires “User Consent” to the app’s permissions.	Requires “Admin Consent” to the app’s permissions.	Requires global admin Microsoft 365 role or a sapio365 General Manager role or a sapio365 Access App sessions role.
Required to use with an assigned sapio365 RBAC role.	Includes option to elevate privileges to maximize access to data including content of all mailboxes and SharePoint Online sites. Elevating a session creates a custom-named registered application in your tenant.	Creates a custom-named registered application in your tenant. You can add or remove permissions for this registered app in Azure Active Directory.
	Required for Partner Access (for Managed Service Providers).	Certain sapio365 features are not supported in an App session, including but not limited to: access to group calendars, group mail delivery management, user mailbox info, user MFA info, on-prem data (hybrid).

Choose your session based on your role or need

I'm a global admin

Since you have global admin privileges, create an Advanced session with elevated privileges to extend your data access using both delegated and application permissions privileges.

An Elevated Advanced session means you will be able to access data like mailboxes, group and SharePoint site content without having to add yourself as an owner or group member.

Just follow the prompts when creating a new Advanced Session. You will be asked if you want to elevate your privileges. You can also decide to elevate your privileges at a later time.

Click here to learn more about using an Advanced session with elevated privileges.

I'm not a global admin

If a global admin has consented tenant-wide to the permissions of the sapio365 application (Advanced session), then create a new Advanced session to leverage sapio365's extended reach of the data you already have access to.
If you cannot obtain consent from a global admin, then create a new Standard session. You will have to give user consent to the permissions it needs to access your data.

In both cases, your privileges remain the same as in Microsoft 365 but you will have the benefits of sapio365's global vision, bulk editing and automation.

Click here to learn more about using a Standard session.

I have access to the Microsoft Partner Center

If you have been given access to your customers' environment, simply create a new Advanced session and click on Partner Access to see a list of your customers. Click on a customer tenant to access their data (1).

Make sure that a global admin of that tenant has give consent to the sapio365 application.

You can repeat this for each of your customers to create a specific session for each one.

Then you can switch between the listed customers sessions in Recent Sessions (2) once you have logged in at least once in each, and as long as your session token has not expired.

I have been assigned a role in sapio365 RBAC

Start by creating a Standard session to see a list of the roles assigned to you.

Once you choose a role, a Role-Based Session is created which will give you access to sapio365 features and datasets of users, groups or sites that were previously configured by your sapio365 Role-Based Access Control (RBAC) administrator.

sapio365 roles are independent of the Microsoft roles you have been assigned.

When choosing a role, you have the option to exclude users, groups or sites outside your scope in order to hide them in the FlexyView Grid. If you choose to include them, they will appear greyed out.

Click on Role Info to see the details of the current role or click on Choose Role to switch to another available role.

Note that your actions in sapio365 while in a Role-Based session will be logged specifically as you in the current role.

I want to configure sapio365 role-base access control (RBAC)

Create an Advanced session, and then you can delegate tasks by creating custom roles and scopes.

You must be a global admin, or you must be assigned to a sapio365 access role that lets you manage RBAC: General Manager (sapio365) or RBAC Configuration Manager.

Click here to learn how to delegate tasks and data access with sapio365 RBAC.

I have a hybrid Microsoft 365 environment (local Active Directory)

sapio365 supports hybrid Microsoft 365 environments. This means that you can retrieve user and group attributes from your local Active Directory associated to your cloud domain.

Loading this data in Users or in Groups will add this on-prem data to the list of Azure Active Directory objects that were initially retrieved.

sapio365 enables you to directly:

Edit attributes directly in the local AD from sapio365
Force sync user accounts and groups

Click here to learn how to connect sapio365 to your local Active Directory.

My Microsoft admin role is subject to limited time use (PIM)

If certain tasks in sapio365 require more time than that allotted to you by PIM, you can create (or ask a global admin) a sapio365 registered application specifically for you by creating an App session.

We recommend one application per user for auditing purposes. The application name can comprise the user’s name when it’s being created.

The application’s list of permissions can be modified in Azure Active Directory to extend or to limit access to data for the session using this application.

Click here to learn how to create a sapio365 App session.