Tenant Setup

After connecting your Microsoft 365 tenant, complete these configuration steps.

1. Organization Profile

Settings → Organization

• Legal entity name
• Primary industry (Healthcare, Insurance, Construction, Professional Services)
• Headquarters location
• Primary contact for AlignSure communications

2. Framework Selection

Settings → Compliance Frameworks

Activate the frameworks applicable to your organization. Each activation:

• Loads framework-specific evidence requirements
• Generates initial Compliance Calendar entries
• Enables framework-specific document review templates
• Adds dashboard widgets for framework metrics

3. Role Assignment

Settings → User Management

Import users from your Entra ID directory, then assign roles:

• Select Administrators (minimum two recommended)
• Assign Owners for each compliance domain
• Assign Reviewers with their specialization
• Contributors are auto-assigned to all remaining users

4. Integration Configuration

Settings → Integrations

• Teams — Select channels for compliance notifications
• SharePoint — Connect document libraries for evidence storage
• Outlook — Configure document intake email address

5. Calendar Review

Compliance Calendar

After framework activation, review the generated calendar entries:

• Verify regulatory deadlines are correct for your jurisdiction
• Add organization-specific deadlines (audit dates, renewal dates)
• Configure escalation timing for each deadline type