Approving Portant in Microsoft 365 (Entra ID)

Some Microsoft 365 organisations need an admin to approve a new app before users can sign in. If that's your tenant, this page covers how to request approval, how an admin approves Portant, and how to assign users when required.

When you'll need this

You'll likely need admin approval if:

• You see "Administrator approval required" when you try to sign in.
• Your organisation restricts Enterprise Applications.
• Sign in still fails after you've been approved (you may also need user assignment).
• Your security policies require explicit user assignment.

Ask your admin to approve Portant

If you're not an admin, the fastest path is to forward the request to whoever manages Microsoft 365 in your organisation. You can copy the email below.

Sample email to send your admin

Subject: Approval request for Portant application (Microsoft Entra)

Hi {{Admin Name}},

I'm trying to sign in to an application called Portant, which we use to generate and manage documents (proposals, contracts, and PDFs).

Our Microsoft tenant requires administrator approval for new Enterprise Applications, so I'm seeing an "administrator approval required" message at sign in.

Could you please approve access to the Portant application for our tenant? You can manage this in the Microsoft Entra admin center under: Enterprise Applications → Portant → Users and groups.

Portant has a guide for the admin steps here, and the team can help if anything is unclear: support@portant.co.

Thanks for the help.

{{Your Name}}

Admin steps

If you're a Microsoft Entra admin, follow the steps below.

Prerequisites

• Global Admin or Application Admin role.
• Access to the Microsoft Entra admin center.

1. Open the Microsoft Entra admin center

Go to entra.microsoft.com.

2. Open Enterprise Applications

Select Enterprise applications, then search for and open Portant.

3. Approve access (if prompted)

If admin consent hasn't been granted yet, you can either approve Portant when prompted at sign in, or review and approve permissions from the Portant app page.

4. Assign users to Portant

Some tenants require users to be explicitly assigned before they can sign in.

1. Open Users and groups.
2. Click Add user or group.
3. Select the users or groups you want to give access to.
4. Leave Role as Default Access.
5. Click Assign.

5. Confirm sign in

Once approved and assigned:

1. Ask the user to return to Portant.
2. Click Sign in with Microsoft.
3. Sign in should now go through.

Why user assignment is sometimes required

Some organisations turn on User assignment required for Enterprise Applications. When this is on, users can't sign in until they've been added to the app. You can check this under Enterprise Applications → Portant → Properties.

Summary

If users can't sign in with Microsoft:

1. Request admin approval for Portant.
2. Make sure Portant has been approved in Entra.
3. Assign the user (or their group) to the Portant Enterprise App if required.
4. Retry sign in.