Streamlined M365 User Management
Neo's onboarding and offboarding automation streamlines the complex process of setting up new users or decommissioning departing ones by directly integrating with Microsoft 365 and other systems. This feature intelligently analyzes onboarding/offboarding tickets, extracts essential user information, and executes the appropriate actions - creating accounts, assigning licenses, configuring mailboxes, or safely deprovisioning access. By automating these repetitive but crucial tasks, Neo ensures consistency, reduces human error, and frees technicians to focus on more complex issues.
To enable Neo to interact with your customers' Microsoft 365 environments, you must configure the necessary application and delegated permissions. This can be easily done through the "Companies" tab where you can authenticate Neo with each customer tenant.
While Neo intelligently determines appropriate actions based on ticket context, you maintain control by specifying which specific actions Neo is permitted to perform (e.g., "Add user to shared mailbox", "Create new user account").
Address unique company requirements by creating custom instructions at the company level. This ensures Neo follows each organization's specific onboarding and offboarding protocols and compliance requirements.
Since Neo will be making changes to your customers' Microsoft 365 environments, implement a robust approval process by designating specific technicians who can review and authorize Neo's proposed actions before implementation.
Neo requires proper authentication with each customer tenant before it can perform any M365 management actions. Verify all connections are secure and properly configured.
Create comprehensive company-specific instructions that clearly outline all onboarding and offboarding procedures, including any special requirements or exceptions.
Start with a small team of 2-3 experienced technicians as human approvers who can effectively review Neo's proposed user management actions.
Carefully review and select only the specific M365 actions that you want Neo to have permission to perform, ensuring appropriate access control.
