Troubleshooting and support
Check common setup and access problems, then share a focused support request.
Start with the visible symptom
- Sign-in or missing access: confirm the selected organization, retry access loading, and ask your administrator to review your assigned access. See permission bundles.
- A scan or script has not completed: review its status and recent run history in the app. Check that the expected organization and device were selected before retrying.
- Microsoft 365 setup: use the Azure runbooks guide and the setup instructions for the feature you are configuring.
- An agent is not checking in: use the agent deployment guide to check installation and connectivity.
For read-only Exchange scanning, use Setup → M365 Cloud Compliance Scanning. Its certificate-based workflow uses Exchange.ManageAsApp with the Global Reader role for read-only queries. Remediation permissions require a separate review. See registered apps and Exchange permissions; do not grant Global Administrator to the scanner.
Send a useful support request
Include the app version, approximate time and time zone, the action you attempted, and the displayed status or error code. Describe the expected result. Share organization or device details only through your authorized support channel.
Do not paste passwords, API keys, access tokens, connection strings or unredacted customer records into screenshots, email or public discussions. Redact unrelated names and addresses from any supporting material.
Service configuration problems
Contact TATER support for service-side deployment, certificate or platform configuration issues. This public guide does not provide production infrastructure procedures.
Older setup bookmarks
Older links to infrastructure procedures now lead to this support guide. Use the feature-specific setup guides above for customer configuration, or contact support for help.
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