Microsoft 365 & Security
Web vs mobile: Microsoft 365 and security alerts mirror the web customer portal M365 section. The mobile app uses tabbed navigation instead of a wide dashboard. Manager accounts see additional collaboration detail; standard users see organization-wide summaries permitted by portal settings.
When your IT provider connects Microsoft 365, ClientOne Mobile shows tenant information and security alerts under More. These areas appear only when M365 is enabled in portal settings.
Microsoft 365
Opening M365
- Tap More
- Tap Microsoft 365
The M365 screen uses tabs to organize data:
| Tab | What it shows |
|---|---|
| Overview | High-level tenant summary and key metrics |
| Users | Licensed users in your organization — tap a user for detail |
| Mailbox | Mailbox-related summary information |
| Groups | Microsoft 365 groups |
| Collaboration | Teams and SharePoint summaries (manager accounts see expanded detail) |
| Sign-in logs | Recent sign-in activity |
| Entra devices | Devices registered in Microsoft Entra |
Pull down to refresh. Data syncs from your provider's M365 integration — if nothing appears, your organization may not be synced yet.
User Detail
From the Users tab, tap a person to see license and account details relevant to your portal permissions.
Manager vs Standard User
Manager accounts may see additional collaboration panels (Teams and SharePoint site summaries) that are hidden from standard users. See Manager Features.
Security Alerts
Opening Security Alerts
- Tap More
- Tap Security alerts
Security alerts show Microsoft 365 security events your IT provider surfaces to the customer portal — suspicious sign-ins, risky users, or similar items depending on integration configuration.
Each alert includes:
- Title and severity
- Date and status
- Summary description
Tap an alert for detail. Use search to find alerts by keyword.
Your IT provider triages alerts on their side; use tickets if you have questions about a specific alert.
Permissions
If you see Microsoft 365 is not enabled or not permitted for your account, your IT provider has disabled M365 for your portal or restricted your user permissions. Contact them to request access.
M365 tenant MFA status shown in ClientOne is informational only — it is separate from the MFA you use to sign in to ClientOne itself. See Profile & Security.
Tips
- Check security alerts promptly — Your provider may need confirmation from you
- Use search — Find M365 users or alerts quickly from the toolbar
- Managers get more detail — Collaboration tabs expand for manager role accounts
- Not seeing M365? — Portal settings control visibility; contact your IT provider
For advanced M365 administration, your IT provider uses their internal tools — the customer portal (web and mobile) is read-only for tenant data.