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


    • Related Articles

    • iMIS Training Manual Index

      What is iMIS? iMIS is a cloud-based software designed for non-profits and membership organizations. It combines CRM, marketing, event management, personalized web portals, and more into a single system, enhancing operational efficiency and member ...

    • HowTo - Change profile picture on Microsoft account

      1. Open internet browser 2. Log into Microsoft 365 3. Click on account picture in top right 4. Click on profile picture circle in popup 5. Click "+ Upload new photo" to upload new picture 6. Adjust as needed 7. Click "Apply" button in lower left ...

    • HowTo - Disable meeting update notifications in activity section in Microsoft Teams

      1. Open Microsoft Teams 2. Open "Activity" section 3. Click the ellipses (three dots) and select "Notification settings" 4. Scroll down until you see the "Calendar" section 5. Click on the dropdown for "New invites, updates, and cancellations sent to ...

    • HowTo - Add signature in Zoho

      1. Open internet browser 2. Sign into Zoho 3. Click "Setup" in the top right 4. Type "signature" into search box and click the "Preferences, Personal Settings" result. 5. Click blue "Add signature" button (in the image mine says "View Signature" ...

    • R.A.M Microsoft Teams Account Confirmation Process

      R.A.M Microsoft Teams Account Confirmation Process What is the Process? How do I Skip Automatic Emails When a user confirms account Email Examples What is the process 1. User is Added to a Group 2.RAM Checks if Group has a Listserv or Teams 3. Group ...