Setup

The setup guides explain the intended onboarding path and Microsoft platform concepts. They distinguish platform guidance from product requirements that still need implementation review.

Initial IT setup

Start with IT administrator setup for the full sequence.

• Create the Microsoft Entra application
• Configure Microsoft Graph permissions
• Create a client secret
• Sites.Selected
• Grant SharePoint site access
• PowerShell setup
• Generate your Drive ID map

HighLevel handoff

Use configure authentication in HighLevel and the user setup path. Verify each workflow after configuring it.

Implementation review required

Authentication mode, exact permission scopes, site roles, supported commands, and HighLevel fields must be confirmed from the product implementation. No setup script is currently published.