Knowledge Management

Microsoft SharePoint

Microsoft SharePoint

Microsoft SharePoint: Permissions and setup

This is an article about setting up the integration. To find out how you can train the Assistant on SharePoint documents, please go here.

Permissions

To connect your Atomicwork and Microsoft SharePoint accounts, you need:

PermissionDescriptionUsecase
Group.Read.AllRead all groupsRequired to know which groups have access to which sites and files
GroupMember.Read.AllRead all group membershipsRequired to know which groups have access to which sites and files
Sites.FullControl.AllHave full control of all site applicationsRequired to make sure the Assistant can read from all SharePoint sites, regardless of group type.
Sites.Read.AllRead items in site collectionsRequired to access content
Sites.ReadWrite.AllRead and write items in all site collections[OPTIONAL] Required for a WIP capability where the Assistant can make updates to content, based on user suggestions. This permission can be removed after installation.
User.ReadSign in and read user profileRequired to understand user access permissions
User.Read.AllRead all users' profilesRequired for fine-grained access based on user profiles

Setup

We recommend connecting with a service account — a non-human Microsoft 365 account used by integrations and automated processes to access resources like SharePoint, rather than being tied to an individual person. Using one keeps the connection stable even as people join or leave.

Video: vimeo 1127259842

  • As an Atomicwork admin, navigate to Settings > App Store > Microsoft SharePoint, and click on Connect.
  • Click on Enable to access a page that displays the permissions Atomicwork needs to successfully leverage the integration.
  • Click on Accept.