Guest Management Agent

Getting started with Guest management agent

First view of the agent, type anything to start the conversation. Remember to sign in with global administrator the first time you start the agent.

Step 1

Step 1: After successful sign in. The self-service onboarding started. First stage is to validate permissions for the agent.

Click on the ”Approve and run validation” It will take a moment to complete.

If the user signed in is global administrator permissions are all green, please go ahead and close this message.

Step 2

Step 2: Add admin permissions to the first account. Permissions are added on the Entra ID Enterprise application.

Navigate to https://entra.microsoft.com/ then click “Enterprise apps” and search for “Exobe Services Guest Mgmt”.

Click on “Users and Groups” then click on “Add user/group” to assign permissions.

Select your user or a group of admin users. Select the role “Config.Admin”

Go back to the application and verify role assignment.

Permissions will fail on the first attempt because of token authentication. Refresh the token to gain the new permissions.

Click the sign in button.

When sign-in is completed go ahead and click the “Verify role assignment again” to complete step 2.

Step 3

Step 3: Change the default settings to your need. Click on “Configure tenant default.”

Change any default settings and click “save configuration”

Verify your default settings and click “Close”.

Step 4

Step 4: Start the application by running the initial sync.

Once the initial sync is completed the onboarding is completed.

You are now able to use the agent as a normal user, the agent will monitor new guests and take action accordingly.