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Getting started

You can be up and running in under fifteen minutes. The portal walks you through four steps; this page is a heads-up of what each step expects from you.

Prerequisites​

  • A Microsoft 365 tenant where you hold a Global Administrator or Application Administrator role.
  • A modern browser. We test against the current and previous releases of Chrome, Edge, Safari, and Firefox.
  • Five minutes to grant admin consent to two app registrations (one for daily use, one one-time for setup).

The four steps​

  1. Connect your tenant. Click Sign Up Free on the marketing page, pick a plan, and complete the AAD consent prompt. This creates the tenant record on our side.
  2. Activate the Setup App. A second app registration runs once, with elevated permissions, to assign the Exchange Administrator role to our daily-use app. It then self-deletes from your tenant.
  3. Grant the daily-use permissions. The portal shows a live-check table — green ticks mean all required permissions are granted.
  4. Sideload the Outlook add-in. Until our Microsoft AppSource listing is certified, you upload the manifest yourself via M365 admin centre → Integrated Apps. The deployment page surfaces the URLs and ZIP download.

The portal's Overview page keeps the four-step checklist visible at the top until everything's green.

What you'll see when it's working​

  • The Overview page shows your tenant as Active, with a live seat count.
  • The Deployment page collapses each completed step to a one-line "Done" pill.
  • The Observed Versions card shows the first user who opens the add-in.

Next​

→ Connecting your tenant walks through the AAD consent prompts and what each one means.