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 SProbot for the first time after you've created your 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 name.
  2. Authenticating to the tenant with an account which has the permissions required to manage SharePoint.
  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 SProbot admin app again with full functionality.

Preparation

Before you connect, ensure that you have either the Global Administrator or Privileged Role Administrator roles assigned to your account, or have the details of a person who has one of these roles assigned.

These permissions allow SProbot to crawl the tenant to retrieve management metrics, as well as execute admin actions requested by you, and provision workspaces requested by users.

Note: The account used to created and consent to the tenant connection doesn't need to be the same account you log into SProbot with, but it is allowed to be.

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: Approve

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.

  • If you have the Global Administrator or Privileged Role Administrator role yourself, click Approve permissions.
  • If you don't have either of these roles, enter the email address of someone who does and click Send permission request.

The administrator will receive a request via email.

While you're waiting for approval, you'll see your connection in pending state.

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 your reporting and management activities.

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Use the inactive workspaces review to identify sites and teams which are unused and could be archived or deleted.

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Use the channel sites review to identify workspaces which have channel sites and involve additional complexity.

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