Diligent Access and Setup Guide

Overview

Diligent has two main access points:

1. The Diligent web portal – where you manage projects and cubes.

2. The Excel Add-in – which allows you to analyze data and build reports in Excel.

Both use Microsoft 365 Single Sign-On (SSO) for authentication.

Step 1: Access Requirements

Before logging in, confirm you meet the following requirements:

• Microsoft 365 account: Active business license.

• Provisioned access: Your administrator, Blue Ops rep, or EBM Support must add you as a user.

• Excel desktop (Windows): The Add-in does not support Excel Online or Excel for Mac, but there are other options.

• Internet connection: Required for authentication and refreshing cubes.

Step 2: Logging in to Diligent

1. Go to the Diligent login page: abc.diligent.com.

2. Click Sign in with Microsoft.

3. Enter your business email and password (if prompted).

4. Approve any multi-factor authentication (MFA) requests.

5. After logging in, you’ll see your available projects and cubes.

Tip: If you’re already signed into Microsoft 365 in your browser, you may not be prompted for credentials again.

Step 3: Installing the Excel Add-In

1. Close all open Excel workbooks.

2. Download the Add-in file here: https://blueopspartners.com/support/addin/

3. Find the recently downloaded file (.msi package) and double-click to begin installation.

4. Follow the prompts to complete installation.

5. Restart your machine when prompted.

6. To confirm installation, open Add/Remove Programs and look for EBMOfficeBridge.

7. Ensure the add-in is not hidden or disabled in Excel by going to Excel > Options > Add-ins.

8. When you open and use Diligent-based Excel files, Excel will automatically use the add-in, which will appear as EBM Office Bridge in the ribbon.

Step 4: Connecting Excel to Diligent

To connect Excel to Diligent:

• Open a Diligent-based Excel file (you’ll recognize it by the EBM Office Bridge tab in the ribbon).

• Begin working in the file. When prompted, log in using your Microsoft 365 SSO credentials.

• Once authenticated, you can refresh data, interact with cubes, and build pivot tables.

Step 5: Adding and Editing Users

During onboarding or project setup, Blue Ops or EBM will work with your team to add initial users. After that, client-side Admins can manage access directly in the Project Management > Members tab.

Roles and Permissions

• Admin:

  • Can add or remove users from a project.

  • Can assign roles (Admin or Member).

  • Can manage projects and cubes, including structure and configuration.

• Member:

  • Can access assigned projects and cubes.

  • Cannot add/remove users, change structure, or manage project-level settings.

This ensures your internal team controls who has access, while preserving overall project integrity.

Troubleshooting & Common Issues

• Add-in not appearing: Confirm the .msi package was installed successfully and appears in Add/Remove Programs.

• Repeated login prompts: Restart Excel and sign in again.

• Access denied: Verify your user account has been provisioned in Diligent.

• Excel freezes: Check your file is saved in a trusted location (covered in Trusted Locations article).

Need Help?

If you run into issues with access, login, or installation:

• Use the Submit a Request option in the Diligent homepage menu.

Related and Next Up

• Before this: Getting Started with Diligent
• Next article: Create a New Diligent Project
• Also helpful: Creating and Managing Cubes

With Microsoft 365 login and the Excel Add-in installed, you’re ready to start working in Diligent. You can also manage your project’s users under Project Management > Members if you are an Admin. If you experience issues, submit a request through the Diligent homepage and our Support team will assist.