M365 Success Service - setup

The Modality M365 Success Service includes a one-off health check, and monthly reviews on higher tiers.

To deliver these, an analyst will require access to three key areas of your tenant:

• Microsoft Secure Score (part of the Microsoft 365 Defender Portal)
• Microsoft Compliance Manager
• Microsoft Productivity Score

Currently access to these cannot be done via Delegated Admin Privileges (DAP), which is the usual way for partners to access customer tenants.

A user account needs to be provided on your tenant instead, with the following admin roles assigned:

• Global Reader
• Security Reader

We recommend this is protected by a complex password and multi-factor authentication.