For a tenant to appear in the console, one of the client’s administrators must authorise the application once. From the dashboard, the account owner starts “Add a client tenant”: they get a consent link to follow themselves if they have the rights, or to forward to the tenant administrator.
On the client’s side, the link opens a guided EasyTenant page, valid for 1 day and single-use: the administrator signs in with a Global Admin account, approves consent, then assigns the three directory roles — two Microsoft sign-ins in all, nothing more is asked of them. To reassure them: the application requests only strictly necessary permissions, with no access to email content or files; it keeps no standing access, tokens are short-lived and never stored; and the Exchange roles can take up to an hour to take effect.
Consent grants the required permissions. For sensitive operations (password, 2FA, account management), Microsoft also requires directory roles to be assigned to the application. The “Add a client tenant” wizard chains this assignment right after consent. If it fails or stays incomplete, the tenant page shows “Troubleshoot”: missing roles and a PowerShell script as fallback. Without these roles, the operations concerned are refused by Microsoft.
The tenant’s state shows as a dot: red “Consent inactive” while consent isn’t granted, orange “Incomplete setup” once consent is active but roles are missing, green “Ready” once everything is in place. A grey “Roles to check” dot means the application cannot determine the role state — see “Common issues”.