Main Window

Get the lay of the land here before exploring sapio365!

Click here for a quick video overview

When you launch sapio365 the main window below is your starting point. There are 6 general areas:

1. Information about your current session. Here, you can:

   • Sign out of your session.

   • Elevate your session or manage your elevated session.

   • Active or deactivate your PIM roles.

   • Set parameters to connect to your on-premises Active Directory.

   • Create another sapio365 session.

2. Active and previously used sapio365 sessions are listed in the bottom left section.

3. At the top, there are 5 tabs to:

   • Retrieve data from Entra ID and display it in a sapio365 GridView by clicking on an entry point, and see basic data counts in the ‘Dashboard’.

   • View a list of automated reports and tasks that you can run or schedule from 'Jobs'.

   • Run or schedule reports based on available Views in ‘Quick GridView’.

   • Run or schedule reports based on available Usage Report Views in ‘Usage Reports’.

   • Run or schedule PDF summary reports in ‘Summary Reports’.

4. A link to My Data and automated tasks that you’ve favorited or scheduled are listed on the right side.

5. The top right section includes shortcuts to:

   • Load a sapio365 Snapshot or Freeze Point from the ‘Open’ sub-menu.

   • Access sapio365 role-based access control and related features in the Backstage from the ‘RBAC’ sub-menu.

   • Manage Preferences and other settings in the Backstage from the ‘Settings’ sub-menu.

6. The bottom right section includes links to tutorial videos and a button to directly send your questions and feedback about using sapio365.