HowTo - Add Microsoft UPN to contact in iMIS

HowTo - Add Microsoft UPN to contact in iMIS

To enable our stakeholders to access our Microsoft Teams sites, their User Principal Name (UPN) is required. Without this, site access is not possible. A stakeholder's UPN can be added by directly editing their record or by sending a welcome message from within a group, akin to the R.A.M. process. The following are the methods to add a UPN to a user's record:
​
Method 1 (manually adding it in):
1. Open internet browser
2. Log into iMIS
3. Search for and open desired contact record
4. Open "Microsoft Account" section



5. Click "Microsoft Account Actions" dropdown
6. Select "Add/Edit Microsoft Account"



7. Manually enter UPN into "Microsoft ID" field
8. Click “Save” button



Method 2 (sending account confirmation email to collect it):
1. Open internet browser
2. Log into iMIS
3. Search for and open desired contact record
4. Open "Microsoft Account" section



5. Click "Microsoft Account Actions" dropdown
6. Select "Add/Edit Microsoft Account"



7. Check the box labeled “UPN Collection Email”
8. Click “Save” button



Method 3 (sending welcome email from group to collect it):
1. Open internet browser
2. Log into iMIS
3. Search for and open desired group record
4. Find user in "Group Members" section by using search filters or manually looking through list



5. Click "Edit" button on user record



6. Check the box labeled “Send_Welcome”
7. Click “Save” button


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