Microsoft 365

Connecting Microsoft 365 lets you link files from OneDrive, SharePoint sites and Teams channels to projects and to the organization materials. Max reads them through your account, read-only.

1. Open Profile and find Connected accounts.

2. Click Connect next to Microsoft 365. A Microsoft window opens.

3. Sign in with your work account and accept the permissions: read files you have access to, read site and team names for browsing.

4. The window closes itself with Account connected. Microsoft 365 now shows Connected.

Then link files to a project. The picker searches OneDrive, SharePoint and Teams files together.

Caution

Many organizations require an administrator to consent to new applications. If the Microsoft window says you need admin approval, send your Microsoft 365 administrator the Microsoft 365 admin consent guide.

What Scale Platform can and cannot do

• Read the files you link, and nothing else. Site and team permissions are used only to list them in the picker.
• Never modify, share or delete anything: the permissions are read-only.
• Store references and a short classification, not content; see What Max reads.

Connecting for files is separate from the Max Scale Teams app. The Teams app is for chatting with Max and needs no file permissions; see Max in Microsoft Teams.

Disconnect any time under Profile › Connected accounts.