Create a Service User
- Go to your Microsoft 365 admin center
- Go to Users > Active Users, and select Add a user
- In the Set up the basics pane, fill in the basic user information, and then select Next.
- Name Fill in the first and last name, display name, and username.
- Domain Choose the domain for the user's account. For example, LexisCreateDMS@company.com
Important: the newly created user doesn't need to be an admin in SharePoint, read access is enough.
Only users with an admin role in Microsoft can add a user (if you’re not familiar with this, your IT-partner definitely has experience with this) or go to following article from the Microsoft Helpdesk.
Later this user account will be connected to Lexis® Create DMS. Therefore all files this account has access to, Lexis® Create DMS will also have access to.
Go back to the integration guide to follow the next steps of the integration.