How to set up Microsoft Continuous Sync with Upfort Shield

To get Continuous Sync set up, first head over to the Users tab in your Admin Dashboard. Then follow the steps below.

1. Click on “Add Users” in the upper right of the screen.

2. Click on Import Users in the upper right, and then Microsoft 365 in the Continuous sync section of the drop down.

3. Authenticate your Microsoft Workspace Admin account with Microsoft, clicking “Allow” when prompted.

4. Select the directories you wish to sync with Shield, and then click “Next”. 

5. Select the Users that you would like to add, all will appear as checked as standard. You can also select the Role that you would like to assign to the new user.

6. Select any Users that you would not like removed from the account. This will show any Users that you have added manually who are not present in the selected Organization Unit/s. All will appear as checked as standard. 

7. Once you have confirmed your selections, click Continue in the bottom right of the screen. You will then be prompted to start your sync. Click on Start Sync to do so and do not navigate away from this page until the sync has concluded.

8. If your sync is set up properly, you will see a green circle next to “Continuous Sync” on your Admin Dashboard.