CloudVision360
Book a demo
Menu

Get started with BackupVision360

From a new organization to the first protected Microsoft 365 users, in four steps.

Updated 29 October 2026

Online version, always current: https://cloudvision360.com/docs/backupvision360/getting-started/

This walks an owner or administrator through the shortest path to a first backup. Each step links to the page with the details.

1. Sign in

Open BackupVision360 from My Apps in the CloudVision360 portal (one sign-in for every product), or sign in with a local account protected by an authenticator app. Single sign-on to your own identity provider is included in every plan under Admin → Settings → Single sign-on.

People and their roles live under Admin → Users:

Role Can
Owner Everything, including loosening restore approval rules. Never delegable to a service provider
Admin Everything except changing owners
Operator Storage, policies, connections, “Run now” and restore requests
Restore approver Approve other people’s restores (including in-place and production restores), read the audit trail
Auditor Read everything, including the audit trail
Viewer Read only

2. Choose where backups live

Open Storage → Targets. Either Add a target for storage you own (Azure Blob, Amazon S3 or S3-compatible, Google Cloud Storage, a NAS or file share), or use BackupVision360 storage: a dedicated, locked, encrypted location for your organization in the region nearest your data. The Free plan allows one target. See storage.

BackupVision360 Storage targets: managed storage in UAE North and two NAS targets, each with keys, restore points, stored size and last test
Storage → Targets: every target shows who holds its keys, its restore points, what is stored, whether it is locked and when it was last tested. (Demo data.)

3. Connect Microsoft 365

Open Admin → Connections → Microsoft 365. A Global Administrator or Privileged Role Administrator grants consent and then signs in once more, so BackupVision360 can prove the tenant really is yours before it reads anything. See Microsoft 365 backup.

4. Protect and check

Open Protect → Microsoft 365, choose Protect…, pick people, shared mailboxes and sites (or everyone), the storage target, a schedule and how long to keep restore points. Policies for every workload are listed together under Protect → Policies, each with Run now. Every backup, copy and restore job appears under Protect → Activity.

BackupVision360 Policies: one row per policy with its target, schedule, retention, last run and protected items
Protect → Policies: what is backed up, where to, how often and for how long, with the last run and Run now. (Demo data.)

Then set your approval rules

Under Admin → Settings → Restores & general, decide what happens when only one person in your organization can approve restores, and set your time zone for schedules. See restores and four-eyes approvals.

Already running Veeam? Add it under Protect → Other backup tools for free, whatever your plan: see monitoring other backup tools.