Connections: linking PaT to Microsoft 365

Summary Connections, in the System Administration menu, holds PaT's links to cloud services. Microsoft is available today; Google, DropBox and AWS are marked Coming Soon. A connection's details include secrets, so only the person who manages that link should change them.

Steps

Step 1

On your dashboard, open System Administration and click Connections.

Step 2

The top lists the providers: Microsoft (Available) and Google, DropBox and AWS (Coming Soon).

Step 3

Below it, each connection shows its provider, connection type, scopes (for example email, Mail.Read and User.Read), and whether it is active and enabled. Search and Clear Filter narrow the list.

Step 4

The forms under the list hold a connection's provider details, its access tokens, its settings and its subscriptions, each with Save, New Record and Delete Record.

Step 5

Do not change or copy these details unless you manage that connection: they include the client secret and the tokens PaT uses to reach the service.