Connect WorkSights to Microsoft 365

WorkSights connects to your organization’s Microsoft 365 environment through Microsoft’s OAuth consent flow. This allows WorkSights to import users and process activity metadata securely without storing passwords or accessing private content.

Admin Access Required

Only a Microsoft 365 tenant administrator can authorize the connection. Admin consent is required for WorkSights to access directory and activity metadata.

Before You Begin

Make sure you are:

• Signed in to your Microsoft 365 admin account
• Able to open pop-ups (OAuth opens in a new window)
• Ready to review Microsoft’s permissions request

How to Connect Microsoft 365

Step 1 – Start Sign-In

Click Sign Up with Microsoft 365 on WorkSights's sign-up page.‍

Step 2 – Select Your Organization Account

Choose your Microsoft 365 work account when prompted. This step verified your domain and does not require admin rights.

Step 3 – Return to WorkSights

WorkSights confirms your domain and prepares the admin consent request. You'll return briefly to WorkSights before being redirected again.

Step 4 – Admin Consent

WorkSights redirects you back to Microsoft to request elevated permissions. A Microsoft administrator must approve these permissions for the integration to activate.

Step 5 – Review Permissions

WorkSights requests secure, read-only access to specific metadata such as:

• Outlook email metadata (subject, sender, timestamps)
• Calendar event details (titles, times)
• SharePoint and Teams activity

These permissions allow WorkSights operate accurately while keeping message and file content private.

Click Accept to authorize.

Step 6 – Complete Setup in WorkSights

Once the admin grants consent, you will return to WorkSights to finalize provisioning. WorkSights creates your company workspace and begins the initial user sync.

If You’re Not an Admin

If you can begin sign-up, but Microsoft will not apply the permissions. WorkSights will notify you that an administrator must complete the process.

Once the admin finishes the setup, your account will automatically appear in your company’s WorkSights workspace.

Security & Privacy

WorkSights uses Microsoft’s secure OAuth 2.0 framework.

• Permissions are strictly read-only
• WorkSights never stores or manages passwords
• WorkSights never ingests message or file content

You can revoke access anytime in:

Microsoft 365 Admin Center → Enterprise Applications → WorkSights → Permissions

Next Steps

After completing sign-up:

1. Your company workspace is created.

2. Continue to Account Setup to define company details.

3. Proceed to User Setup to import members and assign roles.