Help
Help guides
The steps customers ask about most, written down. Can't find an answer? The FAQ covers the rest.
Connect a Microsoft 365 tenant
Add a client, send the admin consent link, see every permission requested and fix common consent errors.
Connect your PSA
Create API credentials in HaloPSA, ConnectWise Manage or Autotask, and map each tenant to a company.
Turn on automation
Write permissions, switching automation on per tenant, dry runs, two-person approval and rollback.
API and webhooks
Authenticate, read scores and findings, and receive signed webhooks when things change.
More questions? Read the FAQ or see what's new.