Learn how to use the robot

Connect SProbot to your Microsoft tenant

Connecting to your tenant is the first step in your SProbot journey.

When you log into the app for the first time with your Microsoft account, the first thing you'll see is the
"Connect to a tenant" button.

This launches the connection wizard, which will take you through:

  1. Entering your tenant ID.
  2. Authenticating to the tenant with an account which has the permissions required to create and manage SharePoint containers and settings.
  3. Confirming the tenant details and finalising the connection.

You only need to establish the connection once. Once it's been created, you can simply open the app again to select a tenant to work with its designs, templates, pipelines and builds.


Before you connect, ensure that you have an account which has the necessary permissions on the tenant to grant SProbot access to perform all the actions it needs to. These permissions allow SProbot to create site collections, sites, libraries and folders during builds, as well as manage these containers and all the settings (such as permissions, list settings and content types) associated with them. Note: This account is not necessarily the same account you log into SProbot with.

Read more about the permissions you need.

Step 1: Point to your tenant

The first step is to provide your .onmicrosoft.com tenant domain.

Simply enter it and then click to Connect.

Step 2: Authenticate

You'll now need to authenticate and grant consent to SProbot using the admin account described in the Preparation section above. Note that granting consent is a one-off operation and you won't need to authenticate using this privileged account again.

Step 3: Confirm tenant details

Check that you're connecting to the correct tenant. If you're managing multiple tenants, you can change the display name to something that's easier to remember.

Once you've confirmed these details, you'll be directed to the tenant's home page, from where you can start creating templates and pipelines to govern the creation of Teams and SharePoint sites.

Require a SharePoint site or team to have multiple owners

This guide shows you how to use the pipeline rules in SProbot to require multiple owners to be specified when a workspace is created.

May 15, 2024
Apply custom SharePoint and Teams site quotas

This guide shows you how to use the pipeline rules feature in SProbot to apply different storage quotas to different types of workspaces.

May 15, 2024
Manage workspace directory categories

Use the categorisation functionality in SProbot to classify workspaces according to region, business unit, area, or any other tag relevant in your organisation.

January 16, 2024

See how SProbot can help you keep your M365 tenant tidy

We'll show you how to tame sprawl and make it easier for your users to find the content they need

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