# Rewst Microsoft GDAP Assistant Crate

{% hint style="info" %}
If you’re new to Crates, read through our introductory Crate documentation [here](https://docs.rewst.help/prebuilt-automations/crates). Find the Crate in our Crate Marketplace.
{% endhint %}

## What does the Rewst Microsoft GDAP Assistant Crate do?

This Crate enables you to configure or review your existing Rewst GDAP setup for all Microsoft CSP customers. It is specifically meant to be used during the set up of our Microsoft Cloud integration bundle. See our complete documentation for Microsoft Cloud integration bundle setup [here](/documentation/integrations/integration-guides/microsoft-cloud-integration-bundle.md).

### How the Crate works

{% hint style="warning" %}
All triggers must be enabled when the Crate is unpacked.
{% endhint %}

The **\[REWST] GDAP Assistant** form unpacked with this Crate is used to kick off the workflow upon submission. Depending on how you fill out the form, it can be used to complete three different goals.

1. **Create** provides an email containing, for each selected customer:
   1. A link to approve the Rewst GDAP relationship.
   2. A second link to automatically create the required access groups.\
      If multiple customers are selected, you will receive multiple sets of links.
2. **View** allows you to, for all selected customers:
   1. Send a webhook link via email that displays Rewst GDAP compliance issues in an HTML table.
   2. Optionally upload a CSV to an existing ticket.
   3. View a report of the current validation status of all relationships, sent to an email address of your choice.
3. **Clear** allows you to remove any data that is being listed on the webhook.

## Crate prerequisites

* **Microsoft Cloud Bundle Integration**
* **Your PSA Integration** - required only if you want to upload a CSV to an existing ticket

## Unpack the Rewst Microsoft GDAP Assistant Crate

1. Navigate to **Marketplace > Crates** in the left side menu of the Rewst platform.
2. Search for `Rewst Microsoft GDAP Assistant`**.**

![](/files/hGRq9T5LbqBnbC4cEla9)<br>

3. Click on the Crate tile to begin unpacking.
4. Click **Continue**.
5. Ensure that all three of the triggers under **Configure Triggers** have **Enabled** toggled on.
6. Click **Unpack**.

## Use the Crate

You'll use the same \[REWST] GDAP Assistant form for each of the following purposes. Note that if you choose a user from the **Microsoft account Used to setup the Microsoft Cloud Integration Bundle** drop-down selector who is not a Global Admin or Privileged Role Administrator, the further options to choose your purpose from the form will not appear, and a message about this role deficiency will be shown.

<figure><img src="/files/A6bysBH9vTqQQvLFc9Al" alt="Screenshot of the Rewst Microsoft GDAP Assistant interface showing user selection and M365 tenant validation steps on the integrations setup page. The background is navy blue. Each drop-down field is lighter blue. The text is white. The button to submit is pink. The buttons to refresh options  for the drop-down fields are teal with circular arrows on them."><figcaption><p>An example of the error message shown when the chosen user does not have the required role</p></figcaption></figure>

### Create

1. Open the form **\[REWST] GDAP Assistant**.
2. Select the Rewst Microsoft account used during setup of the Microsoft Cloud Integration Bundle. This account must be a Global Admin or Privileged Role Administrator. The syncing in Rewst once this account is chosen may take a moment.
3. Choose **Create Admin Relationships for Non-Compliant Tenants**.
4. Select your non-compliant CSP customers. These should auto-populate.
5. Enter a **Prefix for GDAP Groups**.
   * The workflow creates parent-level groups named **Prefix – Role Name** for each of the 12 Rewst roles.
6. Enter a **Relationship Name**.
   * The workflow creates a relationship for each selected CSP customer named **Relationship Name – Customer Name – GDAP – Year**.
7. Enter one or more email addresses in **Send Email To** - example: <testemail1@rewsttest.com>, <testemail2@rewsttest.com>.
8. Click **Submit**.

{% hint style="warning" %}
You will receive an email containing two required steps for each selected CSP customer:

1. Click on the first link.
2. Sign in as the CSP customer’s Global Admin, not your MSP/top-level account.
3. Accept the relationship.
4. After acceptance, click the second link in the email to automatically create the 12 access groups and associate the 12 Rewst roles which will complete the needed GDAP setup.
   {% endhint %}

### View

1. Open the form **\[REWST] GDAP Assistant**.
2. Select the Rewst Microsoft account used during setup of the Microsoft Cloud Integration Bundle. This account must be a Global Admin or Privileged Role Administrator. The syncing in Rewst once this account is chosen may take a moment.
3. Choose **View GDAP Data for All CSP Customers**.
4. Select the CSP customers you want to view for Rewst GDAP compliance.
5. Optional: If you want to attach a CSV to an existing ticket, select the ticket.
   * This CSV shows your current Rewst GDAP compliance and identifies what is missing.
6. Enter one or more email addresses in **Send Email To** (example: <testemail1@rewsttest.com>, <testemail2@rewsttest.com>).

   * This email will include a link to a webhook that provides a very detailed overview of your current Rewst GDAP compliance for all of the selected customers.

   <figure><img src="/files/RZkftGsKqd9swCk9Hxu2" alt=""><figcaption><p>An example report, viewed from the clickable link in the email sent after form submission</p></figcaption></figure>
7. Click **Submit**.
8. Navigate to your email inbox and click the link to view the report. Follow steps in the report as needed. Green fields indicate that your setup is correct. Red fields need attention.

### Clear

1. Open the form **\[REWST] GDAP Assistant**.
2. Select the Rewst Microsoft account used during setup of the Microsoft Cloud Integration Bundle. This account must be a Global Admin or Privileged Role Administrator. The syncing in Rewst once this account is chosen may take a moment.
3. Select **Clear All HTML Data**. This will remove any data that is being listed on the webhook.
4. Click **Submit**.

{% hint style="info" %}
Got an idea for a new Crate? Rewst is constantly adding new Crates to our Crate Marketplace. Submit your idea or upvote existing ideas here in our [Canny feedback collector](https://rewst.canny.io/crates).
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.rewst.help/documentation/crates/existing-crate-documentation/rewst-microsoft-gdap-assistant-crate.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.