Step-by-Step Guide: Approving Initial Login and SharePoint Access Consent in QorusDocs

Target Audience: QorusDocs End Users

Objective: This guide provides step-by-step instructions to help you approve the necessary login and SharePoint access consents to use QorusDocs.

This guide is designed to help end users approve the required consents when accessing QorusDocs for the first time. Follow these simple steps to approve both your login and SharePoint access consents.

• Step 1: Approving Your Initial Login Consent
• Step 2: Approving SharePoint Access Consent
• Step 3: Completion
• Final Steps

Step 1: Approving Your Initial Login Consent

1. Go to the QorusDocs Hub:
   • Open your web browser (Chrome, Firefox, Safari, or Edge).
   • In the address bar, enter the following URL: https://www.qorushub.com and press Enter.
2. Log In with Your Microsoft 365 Work Account:
   • At the login screen, use your Microsoft 365 work account credentials to sign in. This is the same account you use for work emails and other Microsoft services.
   • If you’re already signed into your Microsoft account, it may log you in automatically.
3. Consent to QorusDocs Access:
   • The first time you log in, a consent request will appear, asking you to approve access to your Microsoft 365 profile.
   • This consent allows QorusDocs to know who you are and manage your access rights within the platform.
   • Click "Accept" to complete the login consent approval. Once approved, you won’t need to repeat this step in the future.

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Step 2: Approving SharePoint Access Consent

Once you’ve successfully logged into QorusDocs, you will need to approve access to the SharePoint content your team works with. This ensures that QorusDocs can access the necessary documents stored in SharePoint.

1. Navigate to Hub Central and Open Search:
   • In the left-hand navigation menu, click on “Hub Central”.
   • From the Hub Central options, select “Search”.
2. Locate the Existing SharePoint Content Source:
   • In the Search section, look for the SharePoint content source that your SharePoint Administrator has already set up for your team.
   • This content source might be labeled with your department or a specific team name.
3. Unlock the SharePoint Content Source:
   • Next to the SharePoint content source, you will see a small lock icon. This indicates that you haven’t yet granted access.
   • Click the lock icon, which will trigger a pop-up asking for your consent to allow QorusDocs to access the SharePoint files.
4. Approve SharePoint Access Consent:
   • In the pop-up window, click "Accept" to grant QorusDocs access to the SharePoint Online files.
   • This is a one-time consent, allowing you to use your team’s SharePoint documents in QorusDocs.

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Step 3: Completion

After completing these two steps:

• You have successfully logged into QorusDocs and granted the necessary permissions.
• You’ve approved access to the SharePoint content your team uses, and are now ready to start working with QorusDocs.

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Final Steps

If you encounter any issues or need assistance with these steps, please contact your IT support team for help. Once all necessary consents have been granted, you will be able to fully access and utilize QorusDocs.

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