> For the complete documentation index, see [llms.txt](https://helpdesk.augmentt.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.augmentt.com/configuration/magic-links.md).

# Magic Links

A Magic Link is a shareable URL that lets a prospect or client establish a GDAP relationship with your Partner Center — and get connected into Augmentt — without you needing to already have them onboarded in your CSP portal, and without walking them through Partner Center manually yourself. You send the link; they accept it in their own Microsoft 365 Admin Center; Augmentt detects the resulting GDAP relationship and brings the tenant in automatically.

{% hint style="info" %}
This page covers the Magic Link mechanism itself. For how "Enable Secure" fits into onboarding a tenant more broadly, see the Getting Started guide: [How to Enable Secure via M365 Integration](/getting-started/how-to-enable-secure.md) — that walk-through isn't repeated here.
{% endhint %}

## When to use a Magic Link

* **Prospecting**: you want to run a Microsoft 365 security assessment for a prospect who isn't a customer yet, to demonstrate value before they commit.
* **Onboarding**: a new or existing client isn't yet in your CSP portal with a GDAP relationship, and you want to establish one and bring them into Augmentt in a single step.

## Two modes

| Mode                                             | Use case                                                               | Functionality                                 |
| ------------------------------------------------ | ---------------------------------------------------------------------- | --------------------------------------------- |
| **Free Prospective** (limited functionality)     | Evaluating a prospect's M365 security before they're a paying customer | Limited — enough to run a security assessment |
| **Active Client** (requires an Augmentt license) | Fully onboarding a client                                              | Full Augmentt access                          |

{% hint style="warning" %}
The Magic Link flow requests Augmentt's standard (broader) permission set — it is not a way to set up the [read-only integration](broken://pages/m365-integration-setup#option-c-read-only-integration-least-privilege). If you need a least-privilege, read-only relationship for a prospect, build the GDAP relationship manually with just Global Reader and Application Administrator instead of using a Magic Link.
{% endhint %}

## Prerequisite

Your CSP integration must already be set up in Augmentt before you can generate Magic Links — see [Microsoft 365 Integration Setup](broken://pages/m365-integration-setup). If you haven't connected the CSP integration yet, do that first.

## Creating a Magic Link

1. In Augmentt, go to **Configuration > Integrations**, at your MSP Organization level.
2. On the **Microsoft 365 Cloud Solution Provider (CSP)** tile, click **Manage CSP Setup**.
3. Click **Create a "magic link"** (top right of the CSP Setup screen).
4. Choose the customer type:
   * **Prospective (limited functionality)** — enter the company name; you can adjust the relationship **Duration** and disable **Auto-extend**.
   * **Active Clients (Augmentt license required)** — enter the company name and adjust duration if needed.
5. Review the **Delegate Access** section — confirm the AdminAgents security group carries the required permissions (15 roles, matching the standard GDAP permission set), then click **Next**.
6. Review the GDAP relationship summary and click **Create Request**.

## Sharing the link

Once the request is created, you'll get two links:

* **Activation Link** — share this directly with your customer; they click it and are guided through accepting the relationship.
* **Microsoft Email Template** — a preformatted email from Microsoft containing the same acceptance link, ready to forward as-is.

Either works — use whichever fits your outreach process.

## What the customer sees

When your customer opens the Activation Link, a guided panel walks them through:

1. Confirming the customer type and company name (and duration, if applicable).
2. Reviewing the Delegate Access section, confirming the AdminAgents security group has the required permissions.
3. Reviewing the GDAP relationship and clicking **Create Request** on their end to accept it.

They sign into their own Microsoft 365 Admin Center to do this — they never need access to your Partner Center.

## After acceptance

Once the customer accepts, Augmentt detects that the GDAP relationship was created successfully in Microsoft and adds the client to your Augmentt portal automatically. Initial data collection typically follows the same pattern as any new mapped tenant — allow some time for it to populate.

{% hint style="info" %}
If you don't want to wait for the automatic re-sync, you can trigger one manually with the **Sync CSP Account** button on the CSP Setup screen.
{% endhint %}

## Troubleshooting

* **Customer accepted the link but nothing shows up in Augmentt**: trigger a manual sync via **Sync CSP Account** before assuming something failed — syncs run periodically and manual triggers are faster than waiting.
* **"Action failed" when generating a prospect Magic Link**: this has been reported intermittently; retrying the request, or asking the prospect to have the customer create a support-side account/relationship first, has resolved it in past cases. If it persists, open a ticket with Support.
* **Link generated but customer never received it / lost it**: you can regenerate both the Activation Link and the email template from the same request without creating a new GDAP relationship — check the CSP Setup screen for the pending request rather than starting over.

{% hint style="warning" %}
Exact screen labels and the current default relationship duration weren't verified against the live product for this page — the codebase wasn't available this session. Confirm current wording and defaults in the live Augmentt UI.
{% endhint %}


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