Configuring notifications in the initial configuration wizard

The initial configuration wizard includes an optional Configure notifications step. Use it to set up Exchange Online and Microsoft Teams communication channels so Cayosoft Guardian can send alerts and notifications after you start using the product.

You can skip this step and configure channels later in Configuration > Communication Channels. For more information, see Configuring communication channels.

Prerequisites

• The product is activated.
• A Microsoft Entra account with the Global Administrator role for the tenant. This account is used only to grant admin consent and is not saved in Cayosoft Guardian.
• For Exchange Online notifications, a user account with an Exchange Online license and Read and manage (Full Access) and Send as permissions on the sender mailbox.
• For Microsoft Teams notifications, a user account with a Microsoft Teams license that is a member of the team to notify.

For the full list of permissions, see Communication channels permissions in Cayosoft Guardian.

To configure notifications

1. On the Welcome to Cayosoft Guardian page, click Configure notifications. The Configure notifications wizard opens.
2. On the Select communication channels page, select Exchange Online, Microsoft Teams, or both, and then click Next.
3. On the Grant access to Microsoft Entra ID page, click Grant. Sign in on the Microsoft sign-in page as a Global Administrator and accept the consent request. Then click Next.
4. If you selected Exchange Online, complete the Configure Exchange Online page:
   1. Under Select user account, click Grant, and then sign in with the user account that will send notifications.
   2. Under Configure sender and recipients for Exchange Online, enter:
      • Sender *: The email address that notifications are sent from.
      • Recipients *: One or more email addresses that receive notifications.
   3. Click Next. Cayosoft Guardian creates the Exchange Online channel.
5. If you selected Microsoft Teams, complete the Configure Microsoft Teams page:
   1. Under Select user account, choose the account that posts to Teams:
      • To use the account granted for Exchange Online, leave Use the same account as for Exchange Online selected. You do not need to grant consent again.
      • To use a different account, clear the checkbox, click Grant, and sign in with that account.
   2. Under Configure recipients for Microsoft Teams, enter:
      • Team *: The team to post notifications to.
      • Channel *: The channel in that team.
      • Mention team: Mention @team in notifications.
      • Mention channel: Mention @channel in notifications.
   3. Click Next. Cayosoft Guardian creates the Microsoft Teams channel.
6. On the Manage notifications page, review the settings, and then click Finish.

NOTE    The Use the same account as for Exchange Online option appears only when you selected both channels.

NOTE    After the Exchange Online channel is created, you cannot clear the Exchange Online checkbox or return to the Select communication channels and Grant access to Microsoft Entra ID pages. The same applies to Microsoft Teams after its channel is created.

After you finish, the Configure notifications step is marked complete on the Welcome to Cayosoft Guardian page. The channels appear in Configuration > Communication Channels. To get notifications about threat alerts, see Enabling notifications for threat alerts .

Troubleshooting

Message	What to do
Authorization failed.	Click Grant again and complete the Microsoft sign-in.
Consent request failed.	Make sure you sign in as a Global Administrator, and then click Grant again.
The consent is not granted for this account. Please repeat authentication process by pressing Grant button again or use account with already granted consent.	Sign in with the account you granted consent for, or click Grant again.
Failed to configure Exchange Online notifications.	Check the sender address and the user account's Exchange Online license and mailbox permissions.
Failed to configure Teams notifications.	Check the team and channel names and that the user account is a member of the team.