Configure Authentication in HighLevel

Use the approved handoff

Confirm the intended HighLevel account, Microsoft tenant, application, and approved libraries with the administrator. Obtain credential access through the approved secure channel if the verified connection method requires it.

Connection screens and fields

The product’s HighLevel authentication UI, credential field names, validation messages, and connection storage behavior have not yet been reviewed. Follow the installation-specific connection instructions provided with the application instead of guessing fields from this website.

Implementation review required

Document the exact credential names, authentication mode, connection owner responsibilities, and account/location scope from the actual integration repository and a test environment.

Test the connection

Run a supported action against a non-sensitive resource in an approved library. Check the workflow history and the destination. Treat the library’s Drive ID and the authentication credentials as separate configuration concerns.

Next: HighLevel user setup and verify setup.