What You Need
Administrator prerequisites
Section titled “Administrator prerequisites”Identify the Microsoft 365 tenant, the owner of the Entra application, and an administrator authorized by your organization to approve its access. Gather the SharePoint sites and document libraries needed for your first business workflow.
Workflow user prerequisites
Section titled “Workflow user prerequisites”Have access to the correct HighLevel account and workflow editor. Obtain the administrator’s approved Drive ID map and connection handoff through your organization’s secure process.
Shared test plan
Section titled “Shared test plan”Choose a non-sensitive test file or folder. Write down the trigger, expected destination, expected result, and what should happen if the workflow runs twice.
Application installation and account eligibility must be checked using the instructions supplied with your Merxence access. Exact installation options and credential field names require implementation review.