HowTo - Add Microsoft UPN to contact in iMIS
To enable our stakeholders to access our Microsoft Teams tenant, their User Principal Name (UPN) is required. Without this, site access is not possible. A stakeholder's UPN can be added to the system one of two ways; manual entry or collection from an email. Below are the methods:
Method 1 (manually entry):
Their UPN may differ from their email address. This method is only recommended if you know their UPN. An example of the difference would be us as BTAA staff:
- Our email address = firstname.lastname@btaa.org
- Our UPN = netID@illinois.edu
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):
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
If you used Method 2, it’s recommended that you immediately follow up with a direct email containing the message below:
"I have added you to our system and sent you an account confirmation email. Please complete this confirmation email with your university Microsoft account. Once that is done, you can use the below link to accept the Microsoft tenant agreement and open our Microsoft Teams instance to access the Teams site you've been added to. Please note, this confirmation email will expire after 3 days.
The system usually takes about 3-4 minutes to fully add you to the Teams site, but in some cases, it may take a little longer. If the site doesn’t appear automatically and prompts you for a code, please wait a bit longer—no code is needed, and it will become available once processing is complete. You may need to refresh the page for the changes to take effect."
5. Click "Edit" button on user record
6. Check the box labeled “Send_Welcome”
7. Click “Save” button
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