Guided onboarding

Guided onboarding that respects your Microsoft 365 environment

TimeOpera onboarding is designed to be clear, permission-conscious, and support-assisted. Your administrator connects Microsoft 365, validates the configured SharePoint site collection, and initializes TimeOpera through a guided setup flow.

Walkthrough

Onboarding

Watch this short walkthrough to see the step-by-step process of connecting and configuring TimeOpera in your Microsoft 365 environment.

Setup Journey

5 simple stages to a ready workspace

Clear step-by-step progress from installation to a fully initialized workspace.

01

Microsoft Marketplace

Add TimeOpera to Microsoft 365.

02

Connect M365

Review only the approvals TimeOpera needs.

03

Choose Workspace

Select & authorize the SharePoint site.

04

Initialize

TimeOpera checks readiness & prepares components.

✓

Workspace Ready

Open the workspace & continue configuration.

Optional after core setup: Notification Mailbox • Microsoft Teams • TimeOpera Assistant
Step-by-step setup

Your administrator stays in control from start to finish

No separate onboarding portal to learn. Follow guided Workspace Setup inside TimeOpera with full visibility and verification at every stage.

Step 1 • Marketplace 01

Add from Microsoft Marketplace

Get TimeOpera through Microsoft Marketplace and add the application to your Microsoft 365 tenant. Once Microsoft completes installation, open TimeOpera in SharePoint to begin.

Admin Confidence: Uses existing M365 account — no separate TimeOpera password required.
Get it on Marketplace → Marketplace
Step 2 • Connection 02

Connect Microsoft 365

TimeOpera checks required Microsoft 365 connections. If approval is needed, administrator prompts guide you. Existing tenant approvals are recognized and reused automatically.

Admin Confidence: Verifies Microsoft approvals before marking connections as ready.
✓ M365 Approval Verified
Step 3 • Workspace 03

Authorize SharePoint Workspace

Select the SharePoint site where TimeOpera business records will live. Run the copy-ready PowerShell script to explicitly authorize the workspace, then verify access.

Admin Confidence: SharePoint data access is strictly scoped to your selected TimeOpera workspace.
✓ Site Authorized
Step 4 • Initialization 04

Initialize TimeOpera

Select Initialize TimeOpera to complete workspace setup. TimeOpera runs automated health checks and prepares the required SharePoint lists, schemas, and views.

Admin Confidence: Automated readiness checks ensure setup never starts on an incomplete state.
✓ Workspace Active
Designed for administrator confidence

Clear approval boundaries. Clear ownership. Clear next steps.

TimeOpera avoids hiding setup behind a single opaque action. Administrators can see what is being connected, which workspace is being authorized, and when the application is actually ready.

ID

Microsoft-controlled sign-in

TimeOpera uses Microsoft Entra ID and your existing Microsoft 365 identities. Microsoft approval experiences remain part of the setup process.

SP

You choose the workspace

TimeOpera verifies the SharePoint workspace selected by your organization. It does not silently substitute another site during setup.

✓

Verification before initialization

Required Microsoft 365 connections and selected-workspace access are checked before TimeOpera begins preparing the workspace.

365

Business records stay in M365

Core TimeOpera business records are stored in the configured TimeOpera SharePoint workspace. Limited operational metadata is retained only where needed to run and support the service.

Optional integrations

Add more when your organization is ready.

Core TimeOpera setup does not require every integration on day one. Administrators can return to Workspace Setup later to enable the Microsoft 365 experiences that fit their organization.

Optional

Notification Mailbox

Use an approved Microsoft 365 mailbox for TimeOpera workflow notifications. No mailbox password is stored in TimeOpera, and core TimeOpera remains usable while Microsoft 365 completes mailbox authorization.

Optional

Microsoft Teams

Configure the TimeOpera Teams experience when your organization wants users to access TimeOpera through Microsoft Teams on desktop, web, or mobile.

Optional

TimeOpera Assistant

Enable the read-only TimeOpera Assistant for eligible Microsoft 365 environments. It can help users find information, but it does not create, edit, approve, submit, invoice, or delete TimeOpera records.

Who does what

A clear division of responsibility

Your Microsoft 365 administrator approves the boundaries — TimeOpera performs the checks and prepares the workspace.

M365 Admin Your Microsoft 365 Administrator
TimeOpera System TimeOpera Platform
01
Adds TimeOpera from Microsoft Marketplace
✓
Detects current tenant setup state & readiness
02
Reviews & grants Microsoft approval requests
✓
Verifies approved M365 connections automatically
03
Selects target SharePoint workspace site
✓
Validates exact selected workspace URL & permissions
04
Runs workspace authorization script in PowerShell
✓
Checks workspace access & site authorization status
05
Selects Initialize TimeOpera button
✓
Prepares required SharePoint lists, schemas & views
06
Chooses optional integrations (Mailbox, Teams, AI)
✓
Keeps optional setup separate from core workspace readiness
Clear permission boundaries

Understand the permissions without turning onboarding into a technical manual.

TimeOpera separates signed-in user access, background automation, and SharePoint workspace authorization so administrators can review the appropriate Microsoft approval at each stage. For SharePoint business data, TimeOpera is designed around the selected TimeOpera workspace rather than broad access to every SharePoint site.

Review Security & Permissions →
Administrator FAQ

Common questions before setup

Straightforward answers for Microsoft 365 administrators evaluating TimeOpera.

Contact Support
No. The normal entry point is Microsoft Marketplace. Add TimeOpera through Microsoft Marketplace and continue setup inside your Microsoft 365 environment.
No. Administrators use their existing Microsoft 365 identity during setup.
For TimeOpera business data, the application is designed around the SharePoint workspace selected and authorized for TimeOpera rather than broad tenant-wide SharePoint content access.
Yes. During initial setup, an administrator can select another supported SharePoint site in the same Microsoft 365 tenant and authorize that site as the TimeOpera workspace.
The workspace authorization script allows your administrator to explicitly authorize the SharePoint workspace selected for TimeOpera. TimeOpera generates the script for that workspace and verifies the result afterward.
No. TimeOpera verifies the required setup conditions first. Workspace initialization begins only when the required connections and selected workspace are ready.
No. TimeOpera initialization prepares the required workspace components.
No. They are optional integrations and can be configured later without blocking the core TimeOpera workspace.
Core TimeOpera business records are stored in the configured TimeOpera SharePoint workspace inside your Microsoft 365 tenant. TimeOpera-managed services retain limited operational information required for onboarding, licensing, configuration, and service operation.
No. TimeOpera Assistant is designed for read-only information lookup and does not perform write actions such as creating, editing, submitting, approving, rejecting, invoicing, or deleting TimeOpera records.
Support when you need it

Guided inside the product, with help available outside it.

Workspace Setup explains the next required action directly inside TimeOpera. If something needs attention, your administrator can also use the setup guide or contact TimeOpera support.

Ready to add TimeOpera to Microsoft 365?

Start from Microsoft Marketplace and let TimeOpera guide your administrator through the required Microsoft 365 connection, selected SharePoint workspace authorization, and initialization.