Applicable plans:


The free versionThe complete versionOn-demand version

Waldo's customer support has no access to your data. To provide us a remote access, you will need to create a new user in your Microsoft 365 tenant with very limited access and permissions.

Step 1 - Create a M365 user account with a Teams Exploratory license (free of charge)  


You will need Microsoft 365 administrative privileges.


  1. Go to the Microsoft 365 admin center: https://admin.microsoft.com. You will need Microsoft 365 administrative privileges.

  2. Under Users, click Add a user.
  3. Create a user as below (or name it differently).

  4. Send the password to your Waldo technical contact email.

  5. Select the Microsoft Teams Exploratory License (which is a free license).

  6. Click on next then Finish adding.


      

Step 2 - Set the account as a Waldo administrator 


  1. Connect to https://admin.hellowaldo.app .
    If it's the first time you are connecting to the administration portal, please refer to this documentation: https://customer.hellowaldo.app/en/support/solutions/articles/8000095229
  2. Authenticate with an administrator account.

  3. Click on Users then Admins & Contacts.


  4. Add the account you just created.