To ensure a smooth onboarding process and effective implementation, please ensure the following prerequisites are met:
Required User Access:
A user account with Admin role access to the tenant (Microsoft 365/Azure AD or Google Workspace) for configuration and integration.
Ensure the admin account has the necessary permissions to retrieve user data (e.g., email addresses, first names, and last names) for onboarding.
User Selection for Onboarding:
Ensure the selected users are the correct ones to be onboarded onto the platform.