Ideas to put to work
Accounts and access that follow your people and projects, checked against your HR records.
Joiner and leaver checks
Sofia compares employees in BambooHR with Microsoft 365 users and lists anyone who left but still has an account, or joined without one.
New hire accounts prepared
When a new employee appears in Gusto, Sofia prepares their Microsoft 365 user and group memberships and creates them once you approve.
Project groups matched to the team
Sofia reads Asana project teams and, with your approval, adds or removes group members so each client group matches who's on the work.
Admin access review
Sofia lists directory roles and group members and flags who holds admin rights, so a partner can confirm each one.
What Sofia can do with Microsoft 365
Sofia reads and keeps current
- Users
- Groups
- Organization details
- Directory roles
Sofia does, with your approval where you want it
- Look up a user or group
- List group members
- Add or remove a group member
- Create or update a user
- Create or update a group
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- BambooHRHR system for employee records and time off
- GustoPayroll, benefits and HR for small businesses
- AsanaWork management for projects and tasks
Microsoft OutlookMicrosoft's email and calendar
GmailGoogle's email for business
Google CalendarGoogle's shared calendars and scheduling
CalendlyOnline booking pages for meetings- Acuity SchedulingOnline appointment booking and client scheduling
Let Sofia keep Microsoft 365 accounts in order
Score your firm in three minutes, or talk to our team.