Note: This is an Enterprise plan feature. Both a Fellow admin and a Microsoft 365 admin are required to set this up.
Microsoft 365 Sync automates the tedious work of inviting users, managing access, and maintaining managerial relationships in Fellow. Instead of manually sending invites and updating org charts, you can connect Fellow to your Microsoft 365 directory and let the system handle it automatically. Users are invited, removed, and updated with their managerial relationships every night, ensuring your Fellow workspace always reflects your organization's current structure.
How to Set Up Microsoft 365 Sync
Setting up Microsoft 365 Sync requires both a Fellow admin and a Microsoft 365 admin working together. Here's the complete process:
Visit Workspace Settings --> Integrations
2. Navigate to the section for User Sync and click on the box for Microsoft 365.
3. Go to the Settings tab.
4. In order to connect Microsoft 365 with Fellow, you will first need to accept the Microsoft 365 permissions.
5. You will then be prompted to accept the requested permissions.
6. Once complete, confirm that you've accepted the required permissions. Then click, Proceed to next step.
7. Specify which users you would like to have synced into Fellow. There are two options:
Option 1: Sync all users - this will sync every user in Microsoft 365 into Fellow. This is great option if your whole company uses Fellow.
Option 2: Sync users based on selected group - this will only sync users from the selected groups. When you select this option you will see a dropdown with all of your Microsoft 365 groups and security groups. You can then select which groups you wish to sync.
Decide whether or not you would like to sync managerial relationships into Fellow. This is a great way to simplify and ensure that everything is set up so that your team has a great experience. Adjust Sync managerial relationships toggle depending on your preference.
8. Click Confirm & Sync. You will see a toast message that the sync has started successfully.
9. That's it! The sync will happen on a daily basis.
Understanding Billing Impact
When you set up Microsoft 365 Sync, Fellow automatically creates accounts for synced users and sends them invitation emails. These new users immediately count toward your workspace's total user count for billing purposes.
Important considerations:
New synced users \are added to your bill immediately
Users count whether or not they've accepted their invitations
Review your selected sync groups carefully before confirming to ensure you're only provisioning users who will actively use Fellow
For billing details, see How is my bill calculated?