Partner Onboarding Guide — Xpress Manage365

1Welcome & Overview

Welcome to Xpress Manage365 — the command center built exclusively for Microsoft Partners. We're delighted you've chosen to partner with us.

Most partners manage their Microsoft 365 customers across a patchwork of admin portals, spreadsheets and memory. Checking a customer's security posture means signing into their tenant. Finding out which licences are sitting unused means exporting a CSV. Spotting a renewal before it lapses means someone remembering to look.

Xpress Manage365 replaces all of that with a single pane of glass. Your whole customer portfolio — security scores, licence consumption, renewal dates, usage adoption — visible in one place, updated live, with branded reports delivered to your customers automatically every month.

Four things the platform does for you

📊 See everything, live Dashboards that show your entire portfolio — tenant health, licences, renewals — without signing into a single customer tenant.

🔎 Find the opportunities Unused licences, weak security scores, and upcoming renewals surface automatically. Every one is a conversation worth having.

📨 Prove your value monthly Branded reports land in your customer's inbox every month, in your name, with no effort from you.

🎨 Stay invisible White-labelled end to end. Your customer sees your brand, your logo, your support details. Never ours.

What you get as a partner

🖥️Partner DashboardLive KPIs, tenant list, consent status and quick actions in one view.

🏢Tenant Intelligence CenterDeep-dive any customer — security, licences, adoption — on demand.

📇License ScorecardEvery licence across every customer, in one cross-portfolio view.

🔔Renewals TrackerEvery subscription renewal date, colour-coded by urgency.

📊Automated ReportsScheduled monthly security & health reports — zero manual effort.

🤖AI-Powered InsightsAI-generated narrative summaries and prioritised recommendations.

🎨White-Label BrandingYour logo, colours and tagline on every report.

🌍Multi-CurrencyINR for India (with GST), USD for international partners.

Your journey in 6 simple steps

1

Register

2

Login & setup

3

Add tenant & pay

4

Forward consent link

5

Customer approves

6

Dashboards go live

You add customer tenants → Xpress Manage365 monitors them continuously → you get live insight, they get branded monthly reports

💡 Pro Tip: Start with a Free Trial New partners can try Xpress Manage365 with free trial tenants. Add a real customer, watch the dashboards populate with live data, and receive your first branded report — all before you spend anything.

2Prerequisites

Before you begin, make sure you have the following:

Requirement	Details
✓ Business email address	Use your official work email — this becomes your login ID.
✓ Company details	Company name, contact person, address, phone number.
✓ GST number (India only)	Required for Indian partners for tax invoice generation.
✓ Your logo (recommended)	PNG format, ideally transparent background, appears on every white-labelled report.
✓ Payment method	Any card, UPI, or net banking supported by Razorpay.
✓ Customer's Global Admin access	Your customer must have a Microsoft 365 Global Administrator available to approve consent.
✓ Customer's Tenant ID	The Microsoft 365 tenant GUID for each customer you want to onboard.
✓ Modern browser	Latest Chrome, Edge, Firefox, or Safari.

3Partner Registration

Creating your partner account takes under 2 minutes.

Visit xpressmanage365.com and click Become a Partner.
Complete the 3-step registration wizard:
- Step 1 · Your Account — Full name, work email, password.
- Step 2 · Your Company — Company name, contact person, support email, support phone, business address, country (determines currency: India → INR + 18% GST Others → USD), GST number if India.
- Step 3 · Your Brand — Upload logo (PNG), pick your brand tagline (optional).
Accept the Terms of Service and Privacy Policy.
Click Create Account. Your login ID is your work email.

3-step registration wizard

🎨 Logo tips for best results Recommended size 400×120 px, transparent PNG, under 500 KB. Your logo appears on the header of every white-labelled report, and alongside a small "Powered by Xpress Manage365" credit on co-branded reports.

4Your Partner Dashboard

This is where you'll start every day. The Partner Dashboard is the control surface for your entire customer portfolio — and it refreshes itself every 60 seconds.

Partner Dashboard — KPI cards, auto-refreshing tenant list, and one-click access to the intelligence suite

Reading your KPI cards

The four cards across the top answer the question "is anything wrong right now?" in about three seconds.

Card	What it tells you	What to do about it
Total Tenants	Every customer tenant under your account, trial and paid.	Your portfolio size at a glance. Useful for tracking growth month on month.
Reports Sent	Cumulative branded reports delivered to your customers on your behalf.	This is your proof of value. Quote it in renewal conversations.
Pending Consent	Tenants where the customer's Global Admin hasn't yet approved access.	Act on this. Nothing works for that customer until consent is granted. Use Resend and follow up.
Renewals ≤ 30 days	Microsoft subscriptions across your customers expiring within a month.	Revenue signal. Each one is a renewal conversation you should be having this week.

The tenant list

Below the KPIs sits every customer you manage. Each row gives you:

Tenant name — your customer's company.
Consent status — Approved means data is flowing; Pending means you're waiting on their admin.
Plan & branding — which report variant that customer receives.
Report day — the day of the month their report is generated.
Next report date — when the next one is scheduled to go out.
Reports delivered / remaining — how much of their subscription has been consumed.
Quick actions — view tenant intelligence, or resend the consent URL if still pending.

Other sections on the dashboard

⏳Pending ConsentsTenants awaiting customer admin approval, with a one-click Resend button.

📋Pending ReportsApproved tenants whose first scheduled report hasn't gone out yet.

✅Reports DeliveredDelivery history per tenant, so you can confirm what your customer received.

🧾InvoicesDownloadable tax invoices, sorted by date or amount.

🔑Change PasswordUpdate your password at any time.

🛟HelpdeskRaise a support ticket without leaving the portal.

⏱️ A 2-minute daily habit Open the dashboard each morning and scan two numbers: Pending Consent and Renewals ≤ 30 days. If both are zero, your portfolio is healthy and you can close the tab. If either is not, you've just found today's most valuable task.

5Tenant Intelligence Center

Everything about one customer, on one screen, pulled live from Microsoft — without signing into their tenant.

When a customer calls and asks "how are we doing on security?" or "do we have spare licences?", this is the page you open. Data is fetched live at the moment you load it, so what you see is what Microsoft is reporting right now.

Tenant Intelligence Center — live Secure Score, licence position and adoption for a single customer

What you'll see

🔐Secure Score & trendCurrent Microsoft Secure Score plus 90-day history, so you can show improvement over time.

🎫Licence breakdownEvery paid SKU, how many purchased, how many actually assigned.

📈Usage & adoptionHow actively Teams, SharePoint, OneDrive and Exchange are really being used.

🎯Top recommendationsThe highest-impact security improvements Microsoft is suggesting for that tenant.

How to use it

From the Partner Dashboard, click View on any approved tenant — or open Tenant Intelligence from the top navigation and pick a customer.
Wait a few moments while live data is retrieved from Microsoft Graph.
Review the security, licence and adoption panels.
Use what you find to drive the conversation — see section 8 for how to turn these numbers into revenue.

⏳ Why it takes a few seconds This page queries Microsoft directly rather than serving you cached numbers. That's deliberate — you get today's truth, not last week's. Larger tenants take a little longer to load.

💬 Use it in a customer conversation A customer questions why they're paying you a monthly fee. Open their Intelligence Center in front of them and show the 90-day Secure Score line climbing.

"When we started working together in March your Secure Score was 61%. It's 72% today. Here's exactly what moved — and here are the three things Microsoft says we should tackle next."

6License Scorecard

Every Microsoft licence, across every customer you manage, in one cross-portfolio view.

Most partners have no single place that answers "how many Business Premium seats do I manage in total?" The License Scorecard does — and it does it across your whole book of business, not one tenant at a time.

License Scorecard — every SKU across your portfolio, with unused licences highlighted

What it gives you

Portfolio totals per SKU — how many of each Microsoft licence you manage in aggregate.
Assigned vs. purchased — the gap between what your customers pay for and what they actually use.
Per-tenant breakdown — drill into which customer holds which licences.
Friendly SKU names — readable product names rather than Microsoft's internal codes.
Clean data — free and promotional SKUs are filtered out, so counts reconcile with what you see in Microsoft Lighthouse.
Export to CSV or PDF — for your own reporting, QBR packs or internal reviews.

💰 Where the money is The Unused column is the most commercially valuable number on this page. Every unused licence is a customer paying Microsoft for nothing. Reclaiming them saves your customer real money — and a partner who saves their customer money is a partner who keeps the account.

💬 Use it in a customer conversation You spot 12 unassigned Business Premium licences at one customer.

"You're currently paying for 12 Business Premium seats that aren't assigned to anyone. Shall we either reassign them to the new joiners in operations, or reduce the count at your next renewal? Either way, that's money back in your budget."

7Renewals Tracker

Never lose a Microsoft renewal to a missed date again.

Renewals are the quietest source of lost revenue in a partner business. A subscription lapses, the customer auto-renews direct with Microsoft or drifts to another partner, and nobody notices until the next invoice looks smaller. The Renewals Tracker makes every upcoming renewal across every customer impossible to miss.

Renewals Tracker — colour-coded urgency, searchable, sortable, exportable

Six urgency buckets

Every subscription is automatically sorted into a bucket, and rows are highlighted by urgency so the ones that matter jump off the page:

🚨 Expired 🔴 Next 30 days 🟠 31–60 days 🟡 61–90 days 🟢 91–180 days ⚪ Perpetual / None

What each row shows

Tenant — which customer the subscription belongs to.
Subscription — readable product name, with badges for Premium and Trial subscriptions.
Seats — how many licences are on that subscription.
Renewal date — when it expires.
Days left — a colour-coded badge counting down.

The table is fully searchable and sortable, and exports to CSV so you can drop it straight into a pipeline review or a sales meeting.

💰 Why this pays for the platform on its own A single Business Premium renewal for a 45-seat customer is worth more annually than a year of Xpress Manage365 for that tenant. Catching one renewal you'd otherwise have missed covers your subscription several times over.

💬 Use it in a customer conversation A renewal shows 11 days left. You call before Microsoft's reminder does.

"Your Business Premium subscription renews on the 12th. Before it does — you've grown from 38 to 45 people this year, and there are 12 seats sitting unassigned. Let's get the count right so you're not overpaying for another twelve months."

💡 Replaces a manual habit Most partners check renewals by logging into Microsoft Lighthouse or the admin center tenant by tenant. This page does it across your whole portfolio in one load.

8Turning Your Dashboards into Revenue

The dashboards aren't just monitoring tools. Used well, they're a structured way to find billable work inside accounts you already own.

A simple monthly rhythm

When	What you open	What you're looking for
Every morning 2 minutes	Partner Dashboard	Pending consents that need chasing. Renewals inside 30 days. Anything red.
Every Monday 10 minutes	Renewals Tracker	Everything renewing in the next 60 days. Book the conversations now, not the week before.
Monthly 20 minutes	License Scorecard	Unused licence counts creeping up. Customers who've outgrown their current SKU.
Before every customer meeting	Tenant Intelligence Center	That customer's current Secure Score, trend, and top recommendations. Walk in informed.

Three conversations the data hands you

1 · The cost-saving conversation — from the License Scorecard Unused licences are money your customer is wasting. Raising it costs you nothing and buys enormous goodwill.

"I noticed nine Business Basic licences aren't assigned to anyone. Let's clean that up at renewal — it'll take a few thousand off your annual Microsoft bill."

2 · The security uplift conversation — from the Tenant Intelligence Center A Secure Score below the mid-60s is a genuine risk position, and a clear case for a hardening project.

"Your Secure Score is sitting at 58%. The three biggest gaps are MFA coverage, legacy authentication, and admin role hygiene. We can close all three in a short engagement — here's what that looks like."

3 · The renewal conversation — from the Renewals Tracker Reaching a customer before their renewal date is the difference between a strategic review and an automatic rollover you weren't part of.

"Your Defender subscription renews in six weeks. Given how the team has grown, let's review the seat count and whether the current tier still fits, before it rolls over as-is."

Building a QBR in ten minutes

A quarterly business review used to mean a day of data gathering. With the platform, the pack assembles itself:

Open the customer's Tenant Intelligence Center — screenshot the 90-day Secure Score trend. That's your "progress" slide.
Export their licence position from the License Scorecard. That's your "cost efficiency" slide.
Filter the Renewals Tracker to that customer. That's your "what's coming up" slide.
Attach their last three monthly reports. That's your evidence of continuous value.
Lead with the recommendations from the Intelligence Center. That's your proposal.

🎯 The strategic point Reports prove your value to your customer after the fact. Dashboards tell you where the next opportunity is before anyone asks. Partners who use both consistently retain accounts longer and bill more per account.

9Adding Tenants (Customers)

You can add tenants two ways: Free Trial to explore, or Add Tenant for live customers.

Path A — Free trial tenant

Dashboard → Free Trial.
Enter Tenant Name, Tenant ID (your customer's Microsoft 365 tenant GUID), Report Day and Report Delivery Emails.
Select your report variant.
Click Add Trial Tenant. Your consent URL is emailed to you immediately — no payment, no card.

ℹ️ How to find your customer's Tenant ID Ask your customer's admin to sign in to entra.microsoft.com → Overview. The Tenant ID is the GUID shown on the overview page, for example 7849ac31-07b9-48f8-91e1-d0c5f7a3d828.

Path B — Paid tenant (cart model)

Dashboard → Add Tenant.
Enter the details for each customer:
- Tenant Name — customer company name.
- Tenant ID — Microsoft 365 tenant GUID.
- Plan Variant — PRO Co-branded or PRO White-labelled.
- Tenant Size — Growth / Medium / Large / Mega, based on their Microsoft 365 seat count.
- Billing Period — Quarterly or Annual (annual carries a discount).
- Report Day — any day from 1 to 28 for monthly report delivery.
- Report Delivery Emails — who at the customer receives the report.
Add multiple tenants to the cart — each can have its own plan, tier and billing period.
Click Proceed to Pay and complete payment through Razorpay.

✅ Duplicate protection If you enter a Tenant ID that already exists in your account, the platform will alert you before you pay. You can't accidentally onboard — or be charged for — the same customer twice.

⚠️ Choosing the right report day Days 1 to 28 only, so every month behaves identically. Spreading customers across different days is worth doing — it staggers your delivery and gives you a steady drip of value moments rather than one big monthly burst.

🚫 Consent URLs go to you, never to your customer Consent emails are sent only to you, the partner. You forward the link to your customer under your own brand, on your own timing. This protects your customer relationship and keeps you in control of the conversation.

10Plans & Pricing

Simple by design: two AI-powered report variants, four size tiers, two billing periods.

The two report variants

Variant	What your customer receives	Branding
PRO – Co-branded	Full multi-page report with deep security analytics, licence intelligence, AI-generated insights and a strategic improvement roadmap.	Your logo, plus a small "Powered by Xpress Manage365" credit.
PRO – White-labelled	Identical content and depth — the same AI-powered analysis and roadmap.	Your logo only. No mention of Xpress Manage365 anywhere.

💡 Which should you choose? The content is identical — the only difference is attribution. Choose white-labelled when you want the platform completely invisible and the report to look entirely like your own product. Choose co-branded if you're comfortable showing you use a specialist platform; some customers find that reassuring.

Tenant size tiers

Pricing scales with your customer's Microsoft 365 seat count, so small customers stay affordable and large ones are priced fairly:

🌱 Growth · 1–100 seats · base price 🌿 Medium · 101–500 seats 🌳 Large · 501–1000 seats 🏔 Mega · 1000+ seats

Billing options

📅QuarterlyBilled every 3 months. Includes 3 monthly reports per cycle.

🗓️AnnualBilled once a year with a discount. Includes 12 monthly reports.

🌍 Currency & tax Your registered country determines currency and taxation:
• India → INR with 18% GST, and a GST-compliant invoice carrying your GSTIN
• All other countries → USD, no GST
Live pricing for every plan, tier and billing combination is shown on the Add Tenant page before you commit.

🌟 Founding Partner & community offers Launch pricing benefits are available to early partners and to members of partner communities including IAMCP and ASIRT. Discounts are applied automatically at checkout when you enter your promo code. Contact us at support@xpressmanage365.com for the code applicable to you.

11Payment Process

Xpress Manage365 uses Razorpay — a PCI-DSS Level 1 certified payment gateway.

Add one or more tenants to your cart on the Add Tenant page.
Review the total (INR or USD as applicable) and click Proceed to Pay.
Razorpay checkout opens — pay by credit card, debit card, UPI, net banking or wallet.
On successful payment, tenant records are created and consent URLs are emailed to you within seconds.
Your tax invoice is emailed to you and is available in the Invoices section of your dashboard.

Payment → tenant creation → consent URL email → invoice, in one seamless flow

🔒 Secure payments Xpress Manage365 never sees or stores your card details. All payment data is handled directly inside Razorpay's PCI-DSS Level 1 certified environment.

12Consent URL Process

Consent is how your customer authorises Xpress Manage365 to securely read their Microsoft 365 data. Nothing works until this is done.

How it works

After payment, you receive an email containing a unique Consent URL for each tenant.
Forward that email to your customer's Global Administrator.
They click the link and a Microsoft admin consent prompt opens.
They review the three read-only permissions and click Accept.
The platform detects the approval automatically, within about an hour.
The tenant's consent status flips to Approved on your dashboard, and all dashboards begin populating with that customer's live data.

Permissions requested — 100% read-only

SecurityEvents.Read.All Reports.Read.All Directory.Read.All

No write, delete or send permissions are ever requested. Xpress Manage365 cannot modify anything in your customer's tenant, and cannot read the contents of anyone's email, files or chats.

🔐 What to tell a nervous customer "This is read-only, and it's limited to security posture, licence counts and usage statistics. It cannot open a single email, document or Teams message — those permissions aren't requested and can't be granted. You can review exactly what was approved in your own Entra admin center at any time, and revoke it in two clicks."

What the consent URL looks like

https://login.microsoftonline.com/<CUSTOMER_TENANT_ID>/adminconsent
  ?client_id=41788293-c393-492b-9f89-05ab9f33bd5a
  &redirect_uri=https%3A%2F%2Fxpressmanage365.com%2Fconsent-thankyou.html

⚠️ Ask them to use a fresh incognito window The single most common consent failure is the admin being signed in as the wrong account. Ask them to open the link in a new incognito or private window and sign in explicitly as the Global Administrator of the correct tenant.

13Verifying Consent Inside Your Customer's Tenant

If you or your customer want to confirm the app is correctly registered, here's the 60-second check.

Method A — Entra admin center (most reliable)

Your customer's Global Admin signs in to entra.microsoft.com.
Go to Entra ID → Enterprise apps → All applications.
Search for Manage365, or the Application ID 41788293-c393-492b-9f89-05ab9f33bd5a.
The publisher shows as Xpress Computers Limited (Verified).
Open the app → Security → Permissions → Admin consent — you should see the three read-only permissions.

Method B — Audit log

Entra ID → Monitoring → Audit logs, filter Activity = "Consent to application". This gives definitive proof of when consent was granted and by whom.

Method C — Behavioural check from your dashboard

Consent status flips from Pending to Approved within roughly an hour.
Tenant Intelligence and License Scorecard start returning data for that customer.
The first report is emailed within 6–10 hours of consent.

Common failure modes

Symptom	Likely cause	Fix
App doesn't appear in Enterprise apps	Consent clicked while signed in as the wrong account	Redo consent in a fresh incognito window as the correct Global Admin
App appears but has no permissions	The screen was closed before clicking Accept	Ask the admin to open the URL again and click Accept
Consent screen skipped entirely, straight to the thank-you page	A partial or stale prior consent exists	Redo the consent URL in a fresh incognito window — the permissions screen will appear
Still Pending after an hour	Automatic detection hasn't polled yet	Wait a little longer, or use Resend Consent URL from your dashboard
Consent blocked by tenant policy	The tenant restricts application consent	The Global Admin grants it via Enterprise Apps → Consent & permissions

🛟 Still stuck? Raise a ticket through Dashboard → Helpdesk or email support@xpressmanage365.com with the tenant name. We can check the registration from our side and tell you exactly what's missing.

14Automated Reports

Once consent is approved, reporting runs itself. You never touch it again.

Delivery schedule

First report — delivered within 6–10 hours of consent approval.
Subsequent reports — generated automatically on your chosen report day, every month.
Recipients — sent to the delivery addresses you specified, with you copied so you always know what your customer received.
Tracking — reports delivered and reports remaining are shown per tenant on your dashboard.

What's inside the report

🔐Security postureMicrosoft Secure Score, 90-day trend and the top risks facing the tenant.

📈Usage insightsAdoption metrics across Teams, SharePoint, OneDrive and Exchange.

🎫Licence visibilityAssigned, purchased and unused licences broken down by SKU.

🧠AI narrativePlain-English executive summary with prioritised recommendations.

🎯Improvement roadmapA strategic next-step plan your customer can actually act on.

🎨Your brandingYour logo, colours, tagline and support contact details throughout.

Your branded PDF lands in your customer's inbox every month, with you copied

💡 Make the report work harder Don't let it arrive silently. A short note the same day — "your report's just gone out, one thing worth a look on page 3" — turns an automated email into a touchpoint your customer associates with you personally.

15Your First 30 Days

A simple plan to go from signup to visible value with your customers.

When	Do this	Why it matters
Day 1	Register, upload your logo, and add one trial tenant — ideally a friendly customer who'll give you honest feedback.	You'll see the whole flow end to end before you spend anything.
Day 1–2	Get that customer's Global Admin to approve consent.	Nothing populates until consent lands. Chase it the same day.
Day 2	Open the Tenant Intelligence Center for that customer and explore every panel.	This is where you'll learn what the platform actually knows about a tenant.
Day 2–3	Review the first branded report when it arrives. Check the logo, colours and support details are right.	Fix branding now, before it goes to a real customer.
Week 1	Onboard your five largest customers.	Biggest accounts, biggest insight, fastest payback.
Week 2	Open the License Scorecard and note every customer with unused licences.	Your first list of cost-saving conversations — easy goodwill wins.
Week 3	Open the Renewals Tracker and diarise every renewal in the next 90 days.	This is where the platform starts paying for itself.
Week 4	Run your first data-led customer review using the QBR method in section 8.	Turns monitoring into billable, visible value.

🎯 If you only do one thing Onboard your five biggest customers in week one. The dashboards are far more compelling with a real portfolio in them, and your largest accounts are where unused licences and upcoming renewals are most likely to be worth real money.

16Managing Your Account

Change password

Dashboard → Change Password → enter your current and new password → Update Password.

Forgot password

Login page → Forgot Password? → enter your registered email. A temporary password is emailed to you — log in and change it immediately.

Update your branding

To change your logo or brand colours on already-live reports, contact support@xpressmanage365.com. Self-service branding updates are on the roadmap.

Renewals of your own subscription

You'll receive automatic reminder emails as each tenant subscription approaches its end date, with a direct renewal link. Renewing keeps report delivery and dashboard access uninterrupted for that customer.

Cancel or change a subscription

Per-tenant cancellation and plan changes are available on request through the Helpdesk. Self-service cancellation is planned for a future release.

Invoices & billing

Every payment generates a tax invoice automatically.
India partners receive a GST-compliant invoice showing your GSTIN and 18% GST.
International partners receive a USD invoice with no GST.
All invoices are available in the Invoices section of your dashboard as secure view-only PDF links.

17Support & Contact

We're here to help you succeed.

✉️ Email Support support@xpressmanage365.com

📞 Phone +91 22-6612 2000

🎫 Helpdesk (in-app) Dashboard → Helpdesk

🌐 Website xpressmanage365.com

🏢 Xpress Computers Limited 205, Woodrow, Veera Desai Road, Andheri (W), Mumbai 400053, India
Powering Xpress Manage365 — Automated Reporting for Microsoft 365

💬 Tell us what's missing As an early partner your feedback directly shapes the roadmap. If something's confusing, slow, or absent — tell us. We'd genuinely rather hear it than not.

18Frequently Asked Questions

Q: What's the difference between the dashboards and the reports?

Dashboards are for you. They're live, always available, and show your whole portfolio so you can spot opportunities and problems. Reports are for your customer. They're branded PDFs delivered monthly that prove the value you're providing. You use the dashboards to find the conversation; the reports give your customer something tangible in their inbox.

Q: How current is the dashboard data?

The Tenant Intelligence Center and License Scorecard query Microsoft live each time you load them, so you're seeing current data rather than a cached snapshot. That's why larger tenants take a few extra seconds to load. The Partner Dashboard refreshes automatically every 60 seconds.

Q: Can I see data for a tenant that hasn't granted consent?

No. Consent is what authorises the platform to read that tenant's data. Until the customer's Global Admin approves it, that tenant will show as Pending and won't appear in the intelligence views. This is a Microsoft security boundary, not a platform limitation.

Q: How long until the first report arrives after consent?

Within 6–10 hours of the Global Admin approving consent. Consent detection runs hourly and the report generates on the next available cycle.

Q: Do I need to install anything in my customer's tenant?

No. The platform uses Microsoft's standard OAuth admin consent — the same mechanism every major SaaS product uses. No agents, no installers, no firewall changes, nothing running inside their environment.

Q: Is Xpress Manage365 read-only?

Completely. Three read-only Microsoft Graph permissions are requested: SecurityEvents.Read.All, Reports.Read.All and Directory.Read.All. Nothing can be modified, deleted or sent in your customer's tenant.

Q: Can you or I read our customers' emails or files?

No — and this is worth stating clearly to nervous customers. The platform reads security posture, licence counts, and aggregate usage statistics only. Permissions to access mailbox contents, files or Teams messages are never requested and cannot be granted through this consent. Neither Xpress Manage365 nor you as the partner gain any visibility into user content.

Q: Can I use my own logo and branding?

Yes — that's the entire point. Upload your logo during registration. White-labelled reports carry your brand end to end with no mention of Xpress Manage365. Co-branded reports carry your brand plus a small "Powered by Xpress Manage365" credit.

Q: What happens if a customer revokes consent?

Data collection and report generation pause for that tenant, and it returns to Pending on your dashboard. You can send a fresh consent URL using the Resend Consent URL action.

Q: How do I know how many reports are left on a subscription?

Your dashboard shows reports delivered and reports remaining for every tenant. Annual subscriptions include 12 monthly reports; quarterly subscriptions include 3.

Q: Can I add tenants at any time?

Yes. Add tenants whenever you like from the dashboard. Each is billed independently based on its plan, size tier and billing period. If you enter a Tenant ID that's already in your account, you'll be warned before payment.

Q: Can I try the platform before committing?

Yes. Use Free Trial on your dashboard to add a trial tenant and receive a real branded report from real customer data — no card required.

Q: What if I run into an error?

Raise a ticket via Dashboard → Helpdesk, or email support@xpressmanage365.com. We typically respond within one business day.

Q: Where is the data hosted and how is it protected?

The platform runs on Microsoft Azure infrastructure with enterprise-grade encryption in transit and at rest. Your customer data is never shared, sold, or made accessible to other partners.

🚀 Ready to grow your practice?

You've got the guide. Now add your first customer, watch the dashboards fill up, and go have a conversation the data just handed you.

Go to Dashboard → Contact Support

Your Command Center forManaging Microsoft 365 Customers

1Welcome & Overview

Four things the platform does for you

What you get as a partner

Your journey in 6 simple steps

2Prerequisites

3Partner Registration

4Your Partner Dashboard

Reading your KPI cards

The tenant list

Other sections on the dashboard

5Tenant Intelligence Center

What you'll see

How to use it

6License Scorecard

What it gives you

7Renewals Tracker

Six urgency buckets

What each row shows

8Turning Your Dashboards into Revenue

A simple monthly rhythm

Three conversations the data hands you

Building a QBR in ten minutes

9Adding Tenants (Customers)

Path A — Free trial tenant

Path B — Paid tenant (cart model)

10Plans & Pricing

The two report variants

Tenant size tiers

Billing options

11Payment Process

12Consent URL Process

How it works

Permissions requested — 100% read-only

What the consent URL looks like

13Verifying Consent Inside Your Customer's Tenant

Method A — Entra admin center (most reliable)

Method B — Audit log

Method C — Behavioural check from your dashboard

Common failure modes

14Automated Reports

Delivery schedule

What's inside the report

15Your First 30 Days

16Managing Your Account

Change password

Forgot password

Update your branding

Renewals of your own subscription

Cancel or change a subscription

Invoices & billing

17Support & Contact

18Frequently Asked Questions

🚀 Ready to grow your practice?

Your Command Center for
Managing Microsoft 365 Customers