Step 1 (by Microsoft admin): Configure admin consent
Microsoft reference: here
You must be your firm’s Microsoft Global Administrator to turn on the admin consent workflow.
These steps simplify the process for an administrator to review and approve a request from another Microsoft user to add Vega. Once an administrator grants consent for Vega, subsequent Microsoft users don’t need to request permission again.
1. Access the Microsoft Entra Admin center https://entra.microsoft.com/ as a Global Administrator.
2. Browse to Identity > Applications > Enterprise applications > Consent and permissions > Admin consent settings.
3. Select Yes for Users can request admin consent to apps they are unable to consent to.
4. Designate a user, group or role to receive and review requests. If you are unsure, add yourself as a user and you will be the one receiving and approving requests.
Step 2 (by Vega user): Request admin consent
1. Log into Vega and go to the Integrations page.
2. Click Remove under Microsoft
3. Add Microsoft and select Add with Teams.
4. This will prompt you to enter a justification and allow you to send a request to your admin.
5. Click Request approval.
6. You will be redirected to the Vega app. Please disregard any temporary error message stating, “Something went wrong.” At this stage, your Microsoft admin will receive an email notification to review the request. Once approved, you can repeat steps 2.1 and 2.2 above to complete the integration.
Step 3 (by Microsoft admin): Approve a request
Microsoft reference: here
1. If configured properly, you will receive an email a few minutes after a user requests admin access.
2. Click the Review request button in the email and that will take you directly to the Azure portal.
3. Click on the request for Vega and under Details, click Review permissions and consent. You may be asked to enter your password and then will be prompted to grant permission.
4. Upon approval, the requesting user will be receiving an email confirming that the request has been approved. At this point, the user will be able to add Microsoft with Teams in Vega.
Step 4 (by Vega user): Add Microsoft with Teams
You will receive an email confirming that the admin has approved your request. You are now ready to add Microsoft with Teams in Vega.
1. Go to the Integrations page in Vega.
2. Click Remove under Microsoft.
3. Add Microsoft and select Add with Teams.
4. Now that your admin has approved Vega, you may simply be asked to sign in to your Microsoft account to complete the flow.
5. Vega will start syncing your emails and calendar in the background, which may take several minutes.