Link Workbooks to Microsoft Azure

The first step is to link your Workbooks account to Microsoft Azure. This only needs to be done once, not for each user.

As a Workbooks Administrator, you will need to navigate to Start > Configuration > Account Settings > Authentication and click on Microsoft authentication. Without Advanced Security, you will not see the Microsoft option appear in this list. If you do not have Advanced Security please reach out to your account manager or sales@workbooks.com to request this.

Then click on Add Workbooks to Azure…

You will be presented with a screen to Log in to your Microsoft account. You need to log in as a user with Azure Administrator privileges.

If you have the correct Azure Administrative privileges you will see the following screen. We only ask for the lowest amount of access that is needed for user authentication to work. You are accepting on behalf of your organisation so will need to get appropriate permission before doing so.

Accept the permissions request. After you click Accept you will see a confirmation page that explains your next steps:

After the confirmation page closes, you will now see that Microsoft authentication is enabled within Workbooks.

If you do not have appropriate authority in Azure to grant Workbooks permission to access user accounts, then you will see the below error. You will need to work with your IT Team / Azure Administrator to complete these steps to enable Microsoft authentication in Workbooks.

Once you have setup the link between Workbooks and Azure Active Directory you can start to create User Templates if you want to provision licences automatically through AD.