M365 Integration / SSO / Portal
First things first, currently trialling Gorelo and really liking what I'm seeing thus far so congrats there and for the launch!
Keen to understand more regarding the M365 integration. I've had a look through the "integrations" section at "https://help.gorelo.io/" but cant see any articles there unless I've missed something?
Within the app I can see the "Microsoft 365" integration that will "Sync contacts, licenses and domains from your M365 partner center" but not 100% sure what this will provide? Does it sync just our company contacts or the tenants and associated users that we have configured GDAP access to? Also in terms of authorisation, I'm assuming we would register an app in our tenant and this would provide the sync auth, although we do not have CIPP setup so can not provide a "CIPP APP URL" currently. This looks to be required.
Also, for the portal how do users login/authenticate? Is this via SSO when M365 is sync'd? Is there an option if we cannot sync users from M365?
Apologise if Ive missed any docs!
Keen to understand more regarding the M365 integration. I've had a look through the "integrations" section at "https://help.gorelo.io/" but cant see any articles there unless I've missed something?
Within the app I can see the "Microsoft 365" integration that will "Sync contacts, licenses and domains from your M365 partner center" but not 100% sure what this will provide? Does it sync just our company contacts or the tenants and associated users that we have configured GDAP access to? Also in terms of authorisation, I'm assuming we would register an app in our tenant and this would provide the sync auth, although we do not have CIPP setup so can not provide a "CIPP APP URL" currently. This looks to be required.
Also, for the portal how do users login/authenticate? Is this via SSO when M365 is sync'd? Is there an option if we cannot sync users from M365?
Apologise if Ive missed any docs!
Solution
Hey mate, the current M365 integration is via CIPP. Once you’ve set up CIPP and tested the API as per their docs, just copy and paste the details into Gorelo.
https://docs.cipp.app/api-documentation/setup-and-authentication
Regarding the Client Portal — it’s still in the testing stages and this was done with M365 SSO. In the coming weeks we will add ‘Magic Link’ auth which will be much more flexible.
For SSO — the contact just has to exist in Gorelo with the same email they use to login to M365 (their UPN essentially). Once we introduce the magic link, they’ll just need to be able to access the email we send through
https://docs.cipp.app/api-documentation/setup-and-authentication
Regarding the Client Portal — it’s still in the testing stages and this was done with M365 SSO. In the coming weeks we will add ‘Magic Link’ auth which will be much more flexible.
For SSO — the contact just has to exist in Gorelo with the same email they use to login to M365 (their UPN essentially). Once we introduce the magic link, they’ll just need to be able to access the email we send through
