Managing Access to 365TUNE

Initial Setup and Default Administrator

Onboarding Process

During the initial onboarding of 365TUNE, a Microsoft Entra ID Global Administrator must grant consent to the application. This consent process:

1. Establishes the connection between your Entra ID tenant and 365TUNE
2. The person who initially Grant Consent (the global administrator) for the application becomes the Default Administrator in 365TUNE
3. This Default Administrator receives full administrative privileges within the platform

The key distinction is that:

• The Global Administrator grants the necessary permissions/consent for the application to integrate with the tenant, and becomes the Default Administrator in 365TUNE
• The person who signs up first (which could be the same Global Admin or a different user), needs to be invited to the platform by the Default administrator after the initial onboarding.

Step-by-Step: How to Grant Access to a User

Accessing User Management

To invite new users to the 365TUNE platform:

1. Login to 365TUNE with administrator credentials
2. Navigate to Settings > Permissions and Roles
3. Click the +New User button

4. Select the user and assign appropriate role

Only a user with Admin Role can perform this task.

Understanding Roles

The platform has four default roles;

1. Admin
2. All Report Access Users
3. IT Helpdesk Users
4. Financial Analyst Users

An Admin can create custom roles and assign appropriate access to each report category as required.

What Happens If a User Has No Role?

If a user attempts to access the 365Tune app without a role assigned, they will see the following error message:

💬 Support

In such cases, the user must reach out to an Administrator and request role-based access via the steps above.

If you're unsure which role to assign or encounter issues, contact the 365Tune support team at [email protected].