Step-by-step guide to deploying AccessPoint in your Microsoft 365 environment

Last updated: February 16, 2026 by Steve

Installation Guide

This guide provides detailed instructions for deploying AccessPoint to your Microsoft 365 environment.

System Requirements

Microsoft 365 Requirements

  • Microsoft 365 E3 or higher (E5 recommended for advanced compliance features)
  • SharePoint Online with App Catalog enabled
  • Global Admin or SharePoint Admin permissions for initial deployment

Browser Support

AccessPoint supports all modern browsers:

  • Microsoft Edge (latest)
  • Google Chrome (latest)
  • Mozilla Firefox (latest)
  • Apple Safari (latest)

Pre-Installation Checklist

Before beginning installation, verify the following:

  • App Catalog site exists in your SharePoint Online tenant
  • You have Global Admin or SharePoint Admin permissions
  • Your organization's SharePoint storage quota has sufficient space
  • You have identified the site collection URL for AccessPoint

Installation Steps

Step 1: Download the Package

Download the latest AccessPoint solution package (.sppkg) from your Realizer account portal.

Step 2: Upload to App Catalog

1. Go to SharePoint Admin Center
2. Navigate to More features > Apps > App Catalog
3. Click "Distribute apps for SharePoint"
4. Upload the .sppkg file
5. Check "Make this solution available to all sites"
6. Click Deploy

Step 3: Create the AccessPoint Site

Create a dedicated site collection for AccessPoint:

1. Go to SharePoint Admin Center > Active sites
2. Click Create > Team site
3. Name: "AccessPoint" (or your preferred name)
4. Privacy: Private
5. Click Create

Step 4: Install the App

1. Navigate to your new AccessPoint site
2. Click Settings (gear icon) > Add an app
3. Find "AccessPoint" in the available apps
4. Click Add
5. Wait for installation to complete

Step 5: Run Setup Wizard

After installation, the setup wizard guides you through:

  1. Selecting your jurisdiction
  2. Configuring business day calendars
  3. Setting up email notifications
  4. Creating initial user roles
  5. Importing exemption codes

Post-Installation

After completing installation:

  • Verify all features are working by creating a test request
  • Configure email notification settings
  • Add users and assign roles
  • Review and customize workflow stages
  • Set up reporting dashboards

Troubleshooting

Common Issues

App doesn't appear in site: Ensure the solution was deployed as tenant-scoped in the App Catalog. Check that the site collection has the correct permissions.

Setup wizard doesn't launch: Clear your browser cache and reload the page. Ensure you have Site Owner permissions on the AccessPoint site.

Permission errors: Verify your Microsoft 365 license includes SharePoint Online. Check that your admin has granted the necessary API permissions.

Getting Help

If you encounter issues during installation:

←
Previous Administrator Guide