An overview of utilising Microsoft data rostering
Prerequisites
Before you get started with Microsoft user syncing, you should note the following:
We recommend using a generic email address rather than a personal account for the syncing. However, if this is an existing, shared email address, the account cannot be blocked from Signing-in.
- Have the ability to view users and groups
- Exist as an Admin user in the Secure Schools platform
- Not be Blocked from Signing-in (as detailed above)
You can select a group from Security Groups or Distribution Groups, but Microsoft 365 Groups are not supported.
External: Microsoft 365 Group Types
Setting up the user sync
To begin this process, navigate to Settings > Manage user sync > Import settings and select the Microsoft tab.
When you click on Connect with Microsoft, you'll be prompted to log in with the account you wish to sync with and accept the required permissions. Depending upon your Microsoft tenancy, you may also need to approve the Secure Schools application.
Once your account has been connected, you'll need to select the group you wish to sync with:
Once you have triggered your first sync. Your users will be pulled through, which you can view and manage under the Manage user sync screen.
