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Microsoft 365 Sync
Microsoft 365 Sync

Sync select (or all) users from Microsoft 365 into Fellow

Shannon Lochead avatar
Written by Shannon Lochead
Updated over 8 months ago

In order for your team to get the most out of Fellow, it's important that everyone is set up to succeed. This can involve sending out invites and editing managerial relationships all of which can be a tedious! If your organization uses Microsoft 365 you can sync users from Microsoft 365 into Fellow to automate these tasks.

Users will be automatically invited and updated with their managerial relationships.

Note: this can only be set up by a Fellow admin and a Microsoft 365 Admin.

Steps

  1. Visit Workspace Settings --> Integrations
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  2. Navigate to the section for User Sync and click on the box for Microsoft 365.

  3. Go to the Settings tab.

  4. In order to connect Microsoft 365 with Fellow, you will first need to accept the Microsoft 365 permissions.

  5. You will then be prompted to accept the requested permissions.

  6. Once complete, confirm that you've accepted the required permissions. Then click, Proceed to next step.
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  7. Specify which users you would like to have synced into Fellow. There are two options:

    1. Option 1: Sync all users - this will sync every user in Microsoft 365 into Fellow. This is great option if your whole company uses Fellow.
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    2. Option 2: Sync users based on selected group - this will only sync users from the selected groups. When you select this option you will see a dropdown with all of your Microsoft 365 groups and security groups. You can then select which groups you wish to sync.
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  8. Decide whether or not you would like to sync managerial relationships into Fellow. This is a great way to simplify and ensure that everything is set up so that your team has a great experience. Adjust Sync managerial relationships toggle depending on your preference.

  9. Click Confirm & Sync. You will see a toast message that the sync has started successfully.
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    ​Note: During the sync, Fellow will create accounts for those users and send them an email with their account details. New users will automatically contribute towards your overall member count for billing purpose. Click here to learn about bills are calculated

  10. That's it! The sync will happen on a daily basis.

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