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Installation Guide

Step-by-step guide to setting up your Securtea account and connecting Microsoft 365

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Installation Guide

This guide walks you through setting up your Securtea account and connecting it to your Microsoft 365 environment.

Prerequisites

Before you begin, ensure you have:

  • A Microsoft 365 tenant with Global Administrator access
  • Permission to create Azure App Registrations
  • A Securtea account (sign up at securtea.io)

Step 1: Create Your Organization

  1. Sign in to your Securtea account at app.securtea.io
  2. Click Create Organization in the dashboard
  3. Enter your organization name and slug (e.g., acme-corp)
  4. Select your subscription plan

Step 2: Register Azure Application

To connect Securtea to your Microsoft 365 tenant, you need to register an Azure application:

  1. Navigate to Settings > Integrations > Microsoft Graph
  2. Click Register New App
  3. Follow the guided setup:
    • Sign in with your Global Administrator account
    • Grant the required permissions
    • Copy the Application ID and Client Secret

Required Permissions

Securtea requires the following Microsoft Graph API permissions:

- Directory.Read.All
- Organization.Read.All
- Policy.Read.All
- SecurityEvents.Read.All

Step 3: Verify Connection

After registering your app:

  1. Click Test Connection in the integrations settings
  2. Verify all permissions are granted correctly
  3. Check that your organization's Microsoft 365 data is accessible

Step 4: Run Your First Assessment

Now you're ready to assess your compliance:

  1. Navigate to Assessments in the dashboard
  2. Click New Assessment
  3. Select a framework (e.g., CIS Microsoft 365 Foundations Benchmark)
  4. Click Run Assessment

The assessment will take a few minutes to complete. You'll receive a notification when it's ready.

Troubleshooting

Permission Issues

If you encounter permission errors:

  • Ensure you signed in with a Global Administrator account
  • Check that all required permissions are granted in Azure Portal
  • Wait a few minutes for permissions to propagate

Connection Test Fails

If the connection test fails:

  • Verify your Application ID and Client Secret are correct
  • Ensure the app registration is in the same tenant as your Microsoft 365 environment
  • Check Azure Portal for any conditional access policies blocking the connection

Next Steps

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