Microsoft credentials
In the Cloud Credentials menu, you can create and manage Microsoft credentials.
Additionally, you can:
- Add data sources
- Integrate calendars
- Access Excel sheets
- Sync folders from OneDrive into files
This function only works if the Microsoft API is set on your server.
Create credential
- Navigate to Settings >> Cloud Credentials, then select Microsoft tab.
- Click on the button next to the Cloud Credentials header.
- Select
Add Microsoft credential
option
As a scope, you can select:
Tenant type ⇨ Scope ⇩ | Personal Account | Work or School Account | Service Principal |
---|---|---|---|
Microsoft Calendar | ✔ | ✔ | ✔ |
Microsoft Excel | ✔ | ✔ | ✔ |
Microsoft List | ❌ | ✔ | ✔ |
Microsoft OneDrive | ✔ | ✔ | ✔ |
PowerBI | ❌ | ✔ | ✔ |
User Active Directory | ❌ | ✔ | ❌ |
- In the appearing modal, you must set the Name of the new credential and choose whether it will be a
OneDrive
orSharePoint
credential. - After that, Click on the Sign in with Microsoft button to authenticate your credential.
Actions on Microsoft credentials
Authenticate credentials
If the authentication fails or becomes detached from the authenticator email, you have to authenticate the credential.
- The red cloud icon will indicate the broken credentials in the Credential list.
- Also you can see the broken cloud credential list on the Home screen and Settings overview
Reauthenticate Credential
If you want your credential to be re-authenticated with another user, you can do it with the re-authenticate button.
Please note, this action might break your already existing connections!
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.
- Remove credential: With this button, you can remove your credential.