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The welcome you see the first time you open AccessPoint — what it says for your situation, its starts (example cases in Lab mode, a first real request, inviting your team), and how to see it again

Last updated: November 10, 2026 by Steve

Your First Day

The first time you open AccessPoint in an organization, a short welcome greets you. It says what is true for you — whether you just created a hosted organization, set up a Microsoft 365 deployment, or were invited by a colleague — and offers two or three ways to start. It works the same in both editions: AccessPoint for Microsoft 365 (in SharePoint and Teams) and Hosted AccessPoint (app.realizer.io).

When the Welcome Appears

  • Once, on My Day. The welcome appears the first time you open AccessPoint in an organization on My Day — not when you arrive from a link to a case.
  • Newcomers only. People who were already using AccessPoint when the welcome arrived never see it.
  • Never over your work. It never opens over a case, a notice or a Teams activity you followed.

What It Says

You are… The welcome says
The person who created a hosted organization Welcome to AccessPoint, . and Your 30-day trial includes every register and add-on except the public portal. No card needed., with the day the trial ends. An organization that started on the Free plan says why it has no trial (your account, or your Microsoft organization, has already used its trial) and Choose a plan in Settings → Subscription to work beyond what the Free plan includes.
The first Administrator of a Microsoft 365 deployment You are its first Administrator., the trial line only while your Microsoft Marketplace licence is a trial, and What's left to set up (below).
Someone a colleague invited, or gave a role Welcome to . — in Hosted AccessPoint, with who invited you — and two starts: Lab mode, and your first real step. There is no trial line.
A custodian, contributor or survey respondent No welcome dialog. The assignment, task or survey you opened shows a small card instead — Here's your task — with the steps from Get started, Show me (the guided tour) and Got it.

Your first real step depends on your work: a coordinator logs a request, a privacy officer starts an assessment, a reviewer or senior official opens their reviews, and a reader finds a case.

What's left to set up (Microsoft 365 edition)

The first Administrator of a Microsoft 365 deployment sees the same list as My Day's Finish setting up AccessPoint group, with the steps already done ticked, plus two more rows: whether AccessPoint's Microsoft 365 permissions are granted (with the Finish Setup link) and whether the Teams app is uploaded. Each row opens the place that fixes it. See My Day for the setup reminders.

The Starts

  • Try it on example cases opens Lab mode at the training cases for your role — fictional cases where nothing real is touched and nothing is sent. The welcome has already said what Lab mode is, so Lab mode's own introduction is not shown again.
  • Continue where you left off: {the demo's example} takes the place of Try it on example cases when you came from the AccessPoint demo and your organization's packs include that example (Hosted AccessPoint).
  • Log your first real request opens New request. Someone who only works on assessments sees Start your first assessment instead.
  • Invite your team (administrators):
    • In Hosted AccessPoint it opens Settings → Members → Invite people. See Manage users.
    • In the Microsoft 365 edition it opens a short guide: share the AccessPoint page in SharePoint (read access is enough), add the app in Teams through the Teams admin center (never SharePoint's Sync to Teams), and give each person a role in Manage users or through an Entra group.

After you choose a start, Get started on My Day opens the matching topic with its next step ready. See Get Started.

While Your Workspace Is Being Set Up

A new organization imports its standard configuration in the background: the Universal baseline, Universal learning and, in Hosted AccessPoint, the jurisdiction pack chosen when the organization was created.

  • While the import runs, the welcome shows each step — Universal baseline, Universal learning, your jurisdiction pack — and the starts that need the configuration wait, saying why. Outside the welcome, a banner reads Setting up your workspace….
  • When the setup finishes, the page reloads by itself. If the welcome, or something you opened from it (a half-typed invitation, say), is in front, the page does not reload under you: it says Ready — refresh to see your configuration with Refresh, and refreshes by itself once you close what you were doing.
  • The training copy behind Lab mode is refreshed as soon as the setup finishes, so the example cases use your real configuration a few minutes later.
  • If the setup takes longer than five minutes, the banner says so. If it cannot finish, it says the workspace could not be set up completely: an Administrator sees Try again (it applies whatever is not applied yet) and Open Jurisdiction packs (to apply a pack by hand); anyone else is told their administrator can finish it. When an Administrator opens AccessPoint, a setup that failed is also tried again on its own, up to three times in all.

Closing the Welcome and Seeing It Again

Not now (or Escape) closes the welcome, and it does not come back by itself. To see it again, open Help and choose Show the welcome again in the panel's footer. Seeing it this way records nothing.

What Is Recorded

Whether you saw the welcome is kept with your training progress: done or dismissed, and the day. Nothing records which start you chose. Because it is kept with your progress, it follows you between SharePoint, Teams, the hosted app and your devices. Nothing about the welcome is sent anywhere else.

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