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Getting started

Go from your first sign-in to a checked, priced finding and a report you can share.

Use this guide to set up your own workspace. If you only want to explore, take the separate sample-workspace tour. No account or provider consent is needed for that tour.

Choose your starting point

Section titled “Choose your starting point”
Your situationStart here
You are setting up LicenseMeter for an organizationBefore you start, then Sign in and find your workspace
A colleague invited you, or you are waiting for approvalSign in and find your workspace
You have Microsoft CSV exports and cannot grant API accessImport Microsoft CSV exports
You already have data but are unsure what to do nextVerify your first sync, then Review your first finding
You operate your own installationSelf-hosting, then return here for the user workflow

Your first complete workflow

Section titled “Your first complete workflow”

  1. Prepare access

    Section titled “Prepare access”

    Read Before you start. Decide who will own the workspace, which Microsoft tenant you will assess, and whether you will connect continuously or start with a snapshot.

  2. Sign in and confirm the workspace

    Section titled “Sign in and confirm the workspace”

    Sign in using the identity intended for this workspace. Check the workspace name and your role. A new empty workspace shows Add your Microsoft 365 directory. If your organization already uses LicenseMeter, request an invitation instead of creating a duplicate connection.

  3. Add Microsoft data

    Section titled “Add Microsoft data”

    Choose one path: managed consent, your own app registration, CSV import, or an instant scan where available. These are alternatives, not four steps you must complete.

    Other provider connectors require a live Microsoft connection. A CSV import or instant scan provides a Microsoft assessment but does not unlock those connectors.

  4. Verify the result

    Section titled “Verify the result”

    Follow Verify your first sync. Check the workspace, source freshness, Sync history and Detection capabilities. Reaching Overview does not prove the sync was complete: partial runs can also take you there.

  5. Set prices and review one finding

    Section titled “Set prices and review one finding”

    Use Review your first finding to enter a contract price, inspect the evidence, record a decision and export a report. You can complete this review without changing anything at a provider.

  6. Bring in your team and other sources

    Section titled “Bring in your team and other sources”

    Invite colleagues with the access they need. For continuous monitoring, add further connectors after the live Microsoft connection is working. Review Settings for notifications and sync history.

You are ready when

Section titled “You are ready when”
  • You can identify the active workspace and your role.
  • You know whether its data is live, imported or from a one-time scan.
  • You checked source coverage and the latest sync or import.
  • You reviewed the price basis and at least one finding’s evidence.
  • You know who owns the next action and how to share a report.

Zero findings alone is not a completion criterion. Missing data, permissions or prices can make an incomplete assessment look quiet.