Microsoft 365 setup for admins

1. In Planbook, open Settings → Sign-in and turn on Microsoft.
2. Under Microsoft 365 organisation, click Connect your organisation and sign in with your work account.
3. Microsoft shows a consent screen listing what Planbook asks for: your basic profile and email, and the ability to keep you signed in. Tick Consent on behalf of your organisation and accept. People in your organisation won't see a consent prompt after this.
4. Back in Planbook, choose whether everyone in the organisation joins automatically, and the default role (Member is suggested).
5. Share the Planbook link. People choose “Continue with Microsoft” and land in your team.

What Planbook can see

Only openid, profile, email and offline_access. Planbook can't read mail, files or calendars.

Removing access

Disabling someone in Microsoft stops them signing in. Removing them from Planbook (Settings → Members) takes away their access to the team.