Required Data for P365 Environment Setup

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Overview

To establish an employee portal, Softera requires the following information.

  1. Azure application setup for authorization (see the instructions here)

  • Azure Tenant ID

  • Azure Client ID

  • Client Secret (Value)

  1. Email settings for notifications (see details here)

  • Server

  • Port

  • User Name

  • Password

  1. Subdomain  (e.,g. https://eportal.clientdomain.lt)

  2. Log-in window picture (recommended JPG 1920×1080 px.)

  3. Company Logo (recommended SVG/PNG, max. height 82 px.).

  4. Company colors (for environment view and action buttons).


Azure Application Setup

To obtain the required setup, follow the steps outlined below.

  • Register a new application

  • Add redirect URL

https://[customer Panorama 365 domain]/azure-login

Notice: Once the portal environment is created, we will send you the correct link. For now, you can add it just as it is in the example.

  • Add a mark for ID tokens

  • Get the Client’s Secret value

Expiry Date Alert

Microsoft recommends setting an alert as the Client Secret has an Expiry date. Once it expires, you will not be able to log in to the Employee Portal.

How to setup

  • Add “User. read” permission

  • Get Application (client) ID


Email setup

An outgoing SMTP server and email address are required to send notifications from the employee portal to users (e.g., noreply@..., hr@...). The OAuth 2.0 method should be used for SMTP server authentication.

You can use your own email server (if your infrastructure allows it), or we can use our partners' Outbox server with the email address noreplay@panorama365.com.