1. Grant consent

Heedify supports Microsoft 365 application consent via the Global Settings module, integrated with Microsoft Entra ID (formerly Azure AD) — a Microsoft 365 tenant administrator must approve the application permissions required by each Heedify add-on before anyone in your organization can use Heedify.

Only a Microsoft 365 tenant administrator can complete this step.

Before accessing the Heedify Admin Portal, a tenant administrator must consent to its Microsoft Graph permissions.

  1. Click the button below to open the Microsoft consent page:

    Grant Admin Portal consent

  2. Sign in with your Microsoft 365 tenant administrator account.
  3. Review the permissions and click Accept.
  4. You are redirected to portal.heedify.io.

Step 2: Approve additional consents

  1. Sign in to portal.heedify.io with your Microsoft 365 tenant administrator account.
  2. Open Global Settings from the sidebar.
  3. The page is organized into three tabs: Common Applications, Extend Applications and Unify Applications.
  4. For each application listed across the three tabs, click Consent Permissions and approve in Microsoft.
  5. When the application shows a green checkmark, its consent is recorded.

Heedify Global Settings page showing Application Consent Management with three pivot tabs

Applications you are approving

Tab Application Used for
Common Applications Heedify Reports Lagacy Historical analytics and dashboards
Common Applications Heedify Presence Managing Realtime agent presence in Microsoft Teams
Extend Applications Heedify Call Center Core Heedify call-center capability (Extend)
Extend Applications Heedify Agent Console Agent console application (Extend)
Unify Applications Heedify Call Center TPE Core Heedify call-center capability (Unify)
Unify Applications Heedify Agent Console Europe Agent console application (Unify)

You only need to approve the applications you have licences for — your Heedify account manager confirms which apps apply.

Consents are revoked from the Microsoft 365 admin center under Enterprise applications, not from the Heedify portal.

Next → 2. Create your entity