Installing BetterCloud for your Office 365 Domain



Welcome to BetterCloud! This article will guide you through the steps of registering your domain with BetterCloud for the first time, and granting the access permissions necessary for using our app. 

We recommend using a service account when installing this integration. This will prevent an interruption in service in the case that an installing user loses the necessary permissions to authenticate in the future.

Please note: In order to register BetterCloud for your domain, the account you use must be designated as an administrator for Microsoft Office 365.

Step 1: Request a Demo

First, please use this form on the BetterCloud website to reach out to one of our advisors. They will be able to provide more information about the solutions that BetterCloud can customize for your domain, and work with you to schedule the best time for a trial of BetterCloud. 

Step 2: Register with Microsoft 

After scheduling a trial, your BetterCloud advisor will provide you with a private link that can be used to register your domain. Here, please read over our Master Subscription Agreement and confirm that you have done so, then select the correct provider for your domain. 


Step 3: Log In and Grant Account Permissions

Next, you will be brought to a Microsoft login page, where you will be prompted to enter your username and then your password. Please utilize the credentials that have been granted Administrator designation for your domain. 

After doing so, you will be prompted by Microsoft to allow BetterCloud access to user information on your domain. This will allow BetterCloud to recognize and authenticate your Microsoft credentials as valid, when logging into our app.

Step 4: Grant Permissions to Auth0

Next, you will be directed to a new page managed by Auth0, which is an additional security service that BetterCloud utilizes to authenticate credentials and access to your Microsoft domain. Here, you will be prompted to allow BetterCloud access to your admin profile and email address. 

Step 5: Grant Permissions to BetterCloud

You will now be directed back to a page owned by Microsoft, where you will be prompted to review the permissions necessary for BetterCloud to ingest, display and take actions on your domain's directory and data, and then accept this access. You will also be asked if you wish to log into Office 365 at this time. In either case, you may be prompted to accept permissions once more. This duplicate step is an expected behavior by Microsoft. 

At this point, you registration is complete! You will be directed into the BetterCloud app, where your primary domain provider will now be enabled as your first integration. Completion of this registration process will also begin a new sync, to bring your domain's data into BetterCloud.

From here, you can explore granting access privileges to other admins and users on your domain, customize an alert, or publish your first automated Workflow!


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