Document User Details V2 Crate
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If you’re new to Crates, read through our introductory Crate documentation here.
Our Document User Details V2 Crate streamlines the documentation of user information in Microsoft 365. This crate automatically records critical user details such as licenses, aliases, and permission levels into your documentation tool.
Keep up-to-date records of a clients users base in their M365 environment.
Provide ad-hoc and QBR reporting to your clients.
IT Glue or Hudu must be integrated with Rewst prior to unpacking this Crate.
The Microsoft Cloud Bundle must be unpacked, and configured, with GDAP Relationships established for your customers.
Navigate to Crates > Crate Marketplace in the Rewst platform.
Search for the Document User Details V2 Crate.
Click on the Crate tile to begin unpacking.
Click Unpack Crate.
Click Continue.
Change the Workflow name, if desired.
Click Unpack.
Navigate to Automation > Workflows.
Search for [Rewst Master v3] ITG: Document Users - [Part 1].
Click into the workflow.
Select the Gear icon to view trigger details.
Set the trigger to Enabled.
Set the Cron Schedule as desired.
Click Submit.
The workflow is designed to run at the MSP level organization. The workflow will automatically iterate through your Rewst child organizations and populate their specific form URLs in the documentation platform.
Click test in the top right corner of the page.
Select your MSP organization and click Test.
Navigate to Automation > Results to view the workflow execution. Failed tasks in the record would indicate that the Crate is not working.
Check your Microsoft Cloud Bundle to make sure the client is configured correctly. Click the green shield icon next to your client to reconsent to delegate admin permission. If errors continue, check GDAP permissions.
Enable password access to the API user in IT Glue.
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.
