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Step-by-step guides for connecting tenants, running assessments and managing your workspace.
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Getting started
What M365Assessments does, signing in, plans and limits, and the Feedback board.
5 articlesCustomers & onboarding
Add customers, send onboarding links, choose modules, manage consent and offboard.
10 articlesAssessments & reports
Run and schedule assessments, read the report and download the Word and PowerPoint files.
6 articlesTeam & access
Roles, inviting teammates and managing user permissions with Microsoft Entra.
4 articlesBranding & billing
White-label your reports, change plans and manage your subscription.
3 articlesSecurity & privacy
Permissions per module, what we store and how tenant data is protected.
3 articlesTroubleshooting
Consent errors, stuck or failed assessments, loading problems and Office repair prompts.
5 articles
Popular articles
- Onboarding a customer with the setup wizardPick the modules to assess, generate an onboarding link and send it to the customer's Global Administrator. They approve each module and the wizard assigns the read-only roles.
- Adding a customerAdd a Microsoft 365 tenant to your workspace by domain or tenant ID. Nothing is requested from the tenant until you send an onboarding link.
- Enterprise SSO: managing user permissions in Microsoft EntraOn the Enterprise plan, your own Entra ID decides who can use M365Assessments and with which role: assign groups to Owner, Admin, Member or Viewer on the M365Assessments enterprise application.
- For customer administrators: approving an onboarding linkYour service provider sent you an M365Assessments onboarding link. Here is what each step does, what you approve and how to remove access later.
- Why a section was skipped or is missingA report only shows areas that were collected successfully. Here are the reasons a section is skipped and how to fix each one.
- Reading the reportHow the HTML report is organized: the executive briefing, severity labels, the remediation timeline, chapters per area and reference data, plus dark mode and PDF.
- Scheduling recurring assessmentsAssess a customer automatically every week, month or quarter at a local time you choose. Each scheduled run counts as one assessment.
- Admin consent errorsWhat each “consent wasn’t completed” message means (declined, expired link, wrong tenant and more) and how to get the customer connected.
For MSPs
Sending an onboarding link to a customer? Include the guide for customer administrators: it explains every step and what they approve.
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