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Approving Portant in Microsoft 365 (Entra ID)

Some Microsoft 365 organisations require administrator approval before users can sign in to third party applications like Portant. This is controlled by Microsoft Entra ID and is common in enterprise, education, and security focused tenants.

This article explains:

  • How to request approval from your admin
  • How an admin approves Portant
  • How admins manually assign users if required

When this is required

You may need admin approval if:

  • You see “Administrator approval required” during sign in
  • Your organisation restricts Enterprise Applications
  • Users cannot complete sign in even after approval
  • Security policies require explicit user assignment

Ask your admin to approve Portant

If you are not an admin, the fastest path is to ask your Microsoft 365 admin to approve Portant for your organisation.

Sample email to send your admin

Subject: Approval request for Portant application (Microsoft Entra)

Hi {{Admin Name}},

I’m trying to sign in to an application called Portant, which we use to generate and manage documents (proposals, contracts, and PDFs).

Our Microsoft tenant appears to require administrator approval for new Enterprise Applications, so I’m seeing an “administrator approval required” message when signing in.

Could you please approve access to the Portant application for our tenant.

This can be managed in the Microsoft Entra admin center under: Enterprise Applications → Portant → Users and groups

Portant has written an article to guide you through the steps and can be contacted for support here: support@portant.co https://docs.portant.co/portant-docs/getting-started/how-to-sign-up/approving-portant-in-microsoft-365-entra-id#admin-approval-and-user-assignment-admin-steps

Thanks very much for your help. {{Your Name}}

Admin approval and user assignment (Admin steps)

If you are a Microsoft Entra admin, follow the steps below.

Prerequisites

  • Global Admin or Application Admin role
  • Access to Microsoft Entra admin center

Step 1: Open Microsoft Entra admin center

Go to: https://entra.microsoft.com

Step 2: Navigate to Enterprise Applications

  • Select Enterprise applications
  • Search for and open Portant

Step 3: Approve access (if prompted)

If admin consent has not yet been granted:

  • Approve Portant when prompted during sign in, or
  • Review and approve permissions within the app

Step 4: Assign users to Portant

Some tenants require users to be explicitly assigned.

  • Open Users and groups
  • Click Add user or group
  • Select the required users or groups
  • Leave Role as Default Access
  • Click Assign

Step 5: Confirm sign in

Once approved and assigned:

  • Ask the user to return to Portant
  • Click Sign in with Microsoft
  • Sign in should now complete successfully

Why user assignment may be required

Some organisations enable “User assignment required” for Enterprise Applications. When this is on, users cannot sign in until they are explicitly assigned.

You can check this setting under: Enterprise Applications → Portant → Properties

Summary

If users cannot sign in with Microsoft:

  1. Request admin approval for Portant
  2. Ensure Portant is approved in Entra
  3. Assign users to the Portant Enterprise App if required
  4. Retry sign in

Feedback and feature suggestions

We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback please feel free to send us an email at contact@portant.co

Thanks,

Blake and James

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