In this article, we will review how to register a PPM Express tenant.
Common rules
PPM Express tenant is a single instance of the PPM Express service shared by users within the same Microsoft tenant/GSuite or those registered via the Email option.
When the first user from a Microsoft tenant/GSuite or the first user via Email signs up, the PPM Express tenant is automatically registered. This user is granted Administrator permissions and full access to all PPM Express features.
User Registration and Licensing:
- Microsoft/GSuite Users: Users from the same Microsoft/GSuite tenant who register in PPM Express will receive access to the same PPM Express tenant, initially created by the first user.
- Email Users: Users who sign up for PPM Express via the Email option can invite other users to their tenant by sending email invitations.
Permissions granted to such users will depend on the license type applied: Team Member or User.
User Roles:
- User License: Full access to manage resources, view all Projects, Programs, and Portfolios, and edit Projects, Programs, and Portfolios they own. Permissions are defined by the Administrator on the People Management page.
- Team Member License: Read-only access to all Portfolios, Programs, and Projects by default. The PPM Express administrator can grant Team Members permission to edit PPM Express tasks using the 'Collaborate on' permission. On the People Management page, the PPM Express administrator may define which Portfolios, Programs, and/or Projects these users have permission to review and/or edit tasks for.
When users are registered in PPM Express, the PPM Express Administrator can change the license type and assign the licenses and permissions as required on the People Management page.
Data Center Selection:
During registration of a PPM Express tenant, you can choose where to host your data:
- US Data Center
- EU Data Center
Your data will be stored and processed in the selected region, ensuring compliance with organizational requirements.
PPM Express will direct you to the appropriate web page based on your location during the initial sign-up process (either to https://app.ppm.express/eu/ or https://app.ppm.express/us/ web page). When a new customer registers a new tenant, it is possible to additionally check and select the data center appropriate for the organization.
"Microsoft" (Office 365) option
To register a PPM Express tenant using a Microsoft account, perform the following steps:
1. Visit the PPM Express application site at https://app.ppm.express/signup
2. Now, you are redirected to the PPM Express landing page. Select the Sign Up with Microsoft Account option.
3. Select the account you will be using to authenticate to PPM Express.
4. Click Accept to confirm that you allow PPM Express to access your Microsoft account details.
Global Administrator consent is not required by the PPM Express application. However, if, according to your organization's policy, the 'User consent for applications' settings are configured to request an administrator's review and approval of applications, it is required to grant Admin consent. Please refer to this article for the steps to grant Admin consent.
In this case, if you are using an account that does not have Global Administrator rights to register a new PPM Express tenant using a Microsoft account, the following window will open instead. It is required to grant Admin consent only once when registering a new tenant to allow the application to access the client's Entra ID (Azure AD) tenant within the requested scopes.
5. Specify all the details: Company name, Company website, Job title, Your Full name, Phone number.
You can also select a Data Center (US or EU) and register your PPM Express tenant with Europe or United States data storage.
You can switch to Enterprise Ultra during the trial to see which plan is better for you. Open the Billing page to manage your plans.
Congratulations, the PPM Express tenant is registered.
"Google" option
1. Visit the PPM Express application site at https://app.ppm.express/signup
2. Now, you are redirected to the PPM Express landing page. Select the Sign Up with Google Account option.
3. Sign in with your Google account. Enter your email address and click Next to proceed.
4. Enter your password for your Google account. Click Next to proceed.
5. Click Accept if you allow the PPM Express app and Google to use your information in accordance with their respective terms of service and privacy policies.
6. Specify all the details: Company name, Company website, Job title, Your Full name, Phone number.
You can also select a Data Center (US or EU) and register your PPM Express tenant by choosing Europe or the United States for data storage.
You can switch to the Enterprise Ultra plan during the trial to see which one is better for you. Open the Billing page to manage your plans.
Congratulations, the PPM Express tenant is registered.
"Email" option
1. Visit the PPM Express application site at https://app.ppm.express/signup.
2. The 'Email' option is selected by default.
3. Enter your email address and first and last name, then click Sign Up.
4. Open your mailbox and click the 'Verify email' button to verify your email. This link will expire within 4 hours, and you can resend it if needed.
5. Create a password and click 'Update Password'.
You can change your password later if needed.
6. Specify all the details: Company name, Company website, Job title, Your Full name, Your Phone number.
You can also select a Data Center (US or EU) and register your PPM Express tenant by selecting Europe or the United States data storage.
The enterprise plan will be applied to your tenant. Open the Billing page to manage your plans.
Click the 'Register' button.
Once the tenant is registered, you can add external PPM connections, import Projects, and add Resources. Please find more details in the following articles:
How to add Microsoft Planner connection and import/link projects
How to add JIRA connection and import/link projects
How to add Project Online connection and import/link projects
How to add VSTS/Azure DevOps connection and import/link projects