AccredOne documentation

Accred Hub: create your organization

1. Create your organization in Hub. You become its Owner and land on Overview.
2. Turn on the apps you need. Turning on Consult starts a 30-day free trial with up to 25 seats; Migrate is free to turn on, and Connect starts a 30-day free trial for up to 5 technicians, with no card and no Consult needed. Each organization gets one trial per app.
3. An Owner or Admin invites members from People. Only an Owner can invite an Admin. Hub emails each invitation from no-reply@accredproducts.com. If an email cannot be sent, Hub gives you a link to share. To get a fresh link later, choose Copy new link in the person’s menu.
4. Assign Consult seats person by person. Connect technician seats are also assigned per person, to Owners and Admins. The other apps need no seat.
5. Open apps from the top bar: it shows up to six tabs, Hub first, then the current app and the apps you used most recently. The All apps menu lists every Accred app; one you cannot open stays listed with the reason.

Hub also has an assistant that works across your apps. See the assistant in Hub.

Who can open what is explained in roles, seats, and app access.

Accred Consult: first client and project

1. Open Consult from Hub.
2. Add a client and its contacts.
3. Create a project with phases and tasks, and attach documents for approval.
4. Triage support tickets and share client portal links: one intake link for new requests, and requester links tied to one email that show that person’s tickets. You send each link yourself.
5. Log time against the project or ticket.
6. Optionally, an Owner or Admin connects Microsoft Teams in Settings › Integrations for alerts.

When a support mailbox is connected, Consult emails your ticket replies to the requester and can send an automatic acknowledgement for new email tickets. Scheduled client update emails and tenant discovery are not available yet.

Accred Migrate: first migration project

1. Open Migrate from Hub and add a client. Owners and Admins see the Getting started checklist, from adding a client to running a pilot.
2. Connect the client’s source and destination tenants.
3. Map users, sites, teams, and groups (match automatically or import a CSV), then run a read-only precheck.
4. Run a pilot, then migrate in scheduled waves.
5. Validate the copy, cut over the source tenant, and sign the certification.

Runs execute on the Accred runner, a Windows service Accred operates. Run stays off while the runner is offline. Migrate charges $5 per migrated object, one-time, bought in Hub. Items its support matrix marks Coming soon are not available for customer migrations.

Accred Connect: enroll a device

1. An Owner or Admin starts Connect’s 30-day free trial in Hub. It covers up to 5 technicians, needs no card, and needs no Consult.
2. After the trial, each technician needs a Consult + Connect seat. Only Owners and Admins can hold a technician seat.
3. Agents install on as many computers as you need, at no charge.
4. Choose Add device, pick the Client and a Location (optional), then choose where it runs: Windows (.exe), Windows (.msi), Mac (.pkg), or Mac with MDM (.pkg). Only Owners and Admins can do this.
5. On Windows, run the .exe, or deploy the .msi through Intune, Group Policy, or your RMM tool. Windows 10 1809 or later (64-bit) is required. The Windows installers are code-signed by Accred Products LLC. The Mac installer is not yet notarized by Apple, so macOS may ask you to confirm it.
6. On a Mac, run the .pkg within 24 hours, and allow Screen Recording and Accessibility when macOS asks. See install Connect on a Mac.
7. The device appears with its online status, last check-in, and inventory.
8. To stop new installs, choose Revoke on the client’s code in Installers; computers already added keep working.

Owners and Admins manage devices; other members view inventory. Taking control needs a technician seat. If the trial or plan lapses, devices stay connected, but Take control, Shadow, support sessions, and AI support approvals turn off.

To let an AI check and fix computers, see AI support in Connect. To answer staff in Teams or Slack, see IT help in Teams and Slack.

Accred Assess: run a readiness assessment

1. Start a free assessment. No account or card is needed.
2. Record your decisions on the priority controls.
3. To connect Microsoft 365 for read-only discovery and save results to your organization, sign in with Hub.
4. For all 67 controls, framework alignment, and the full report, buy the expanded assessment: $99 one-time per organization.

Discovery observations never change the readiness score. Results are advisory readiness, not compliance or certification.

Accred Manage: connect your tenant

1. Open Manage from Hub. Every role except Viewer can open it, with no seat.
2. Connect your Microsoft 365 tenant and grant administrator consent. An Owner or Admin grants consent.
3. Work the findings queue, ranked by severity.
4. Run access reviews, and onboard or offboard people from Users › Onboard & offboard. Each change is checked in Microsoft 365 afterwards and ends as completed, partly completed, failed, or needing an admin step.

Manage works in one client’s tenant at a time; switch clients with the client picker. Access-review removals run only after a different Owner or Admin, not the requester, approves them.

Accred Protect: first backup

1. An Owner or Admin starts the Protect trial in Hub: 30 days, up to 25 protected users, no card.
2. Open Protect from Hub and connect your Microsoft 365 tenant: sign in as a tenant administrator, then grant administrator consent.
3. Set the backup policy: Exchange, OneDrive, or both, how often to back up, and how long to keep versions.
4. The first backup reads everything; later runs copy only new and changed items.
5. To restore, pick a protected user, a workload, and a date and time, then select items, a folder, or the whole workload. Restore to the same user, to another user if Settings › Access allows it, or export a ZIP (items up to 50 MB each). Nothing is overwritten.

Protect backs up Exchange Online mail and OneDrive only; SharePoint and Teams are not covered yet. Only Owners and Admins can browse backups or restore.

Licensing in Accred Manage: first license findings

1. Open Manage from Hub and choose Licensing. Accred License now lives here.
2. Add a client, connect the client’s Microsoft 365 tenant, and grant administrator consent.
3. Review the license findings. Each names the licenses involved and, where there is one, an estimated monthly saving.
4. Build a quote and submit the order. An Owner or Admin who is not the requester approves it.

Orders are simulated for now: each one is checked and recorded, and nothing is sent to a distributor or billed.

Accred Devices: first Intune findings

1. An Owner or Admin starts the Devices trial in Hub: 30 days, up to 25 managed devices, no card.
2. Open Devices from Hub and connect the client’s Microsoft 365 tenant with administrator consent.
3. Devices reads the tenant’s Intune inventory and ranks findings about compliance, encryption, Autopilot, updates, and apps.
4. Work each finding: it gives a fix, and lists the affected devices when it is about specific devices.

Devices runs on the client’s own Intune license. Accred Manage lists Intune devices as part of tenant administration; Devices goes deeper on endpoints.

Accred Aware: first phishing simulation report

1. Open Aware from Hub. An Owner or Admin starts its 30-day free trial, with no cap and no card. Owners, Admins, and Members can open it; Viewers cannot.
2. An Owner or Admin can choose Add sample clients to see every report with sample data, no tenant needed.
3. To connect a real client, an Owner or Admin chooses Connect client, and an admin of that client tenant consents to Aware’s Microsoft Entra app. Include the optional permission to launch simulations if you want to launch them from Aware.
4. Open the monthly summary for a client, then copy it, print it, or export its figures as CSV.
5. To launch one of Microsoft’s simulations, an Owner or Admin opens Launch simulation, chooses the payload, recipients, training, and start time, and reviews it before Aware asks Microsoft Defender to run it.

Microsoft’s simulations need Microsoft Defender for Office 365 Plan 2 in the client tenant (part of Microsoft 365 E5). Microsoft Defender runs every simulation: it sends the simulation email, hosts the login and landing pages, sends the simulation notifications, and assigns the training. Aware builds no payloads, hosts no phishing pages, and captures no credentials. Its own lesson and policy notices go out only once email is turned on for that client. When email is on for a client, those notices and reminders come from Accred’s own Microsoft 365 tenant. Practice phishing emails are off.

Accred Automate: first workflow

1. Open Automate from Hub. It is free and on for every organization, and your Hub role decides what you can do. Viewers read. Members rehearse and run published workflows and ask for approval. Owners and Admins also build, approve, undo, and set the rules.
2. Open Templates and add one as a draft, such as Leaver, or choose New workflow and type what should happen. To change the steps, choose Edit in builder: drag actions into place or use the keyboard, and save once nothing is flagged.
3. Open the workflow and read Explain: what starts it, the approval it needs, what cannot be undone, and the Microsoft permissions its steps need.
4. An Owner or Admin opens Settings › Approval guardrails to set your organization’s rules, such as two-person approval and accounts no workflow may change.

Rehearsals and runs go through Accred Manage, so the tenant must be connected in Manage first. Group membership changes run once the tenant is connected. Other changes, such as blocking sign-in or resetting MFA, run once the tenant grants Manage the Microsoft permission each needs; until then a run stops at that step and says which permission is missing. Mailbox changes also need the Exchange Recipient Administrator role, assigned when Microsoft 365 is connected in Manage.

How rehearsals, approvals, and undo work is in run a workflow safely in Automate.

More docs

• Roles, seats, and app access
• The assistant in Hub
• IT help in Microsoft Teams and Slack
• AI support in Accred Connect
• Install Accred Connect on a Mac
• Run a workflow safely in Accred Automate

Status, changes, and help

• Service status in Accred Hub.
• Product changelog in Accred Hub.
• Trust center in Accred Hub.

How Accred is hosted and protected is on the security page. For anything else, email hello@accredone.com.

Questions