Creating a Service account in SharePoint with the right permissions.

Creating a Service account in SharePoint with the right permissions.




Step-by-step Guide: Creating a Service Account And Selecting the right permissions in SharePoint


1. Login to your SharePoint administrator account and then click on Add User on the Home page.



2. Fill the basic required details and then click on Next.

 

3. Select the country and choose appropriate license for the user to access the SharePoint app and then click Next. (Minimum requirement is SharePoint license)


4. You can choose what role you'd like to assign for this user, and fill in additional profile information.


5. Review the submitted details and finish the user setup.


6. After adding the user, proceed to Teams & Groups. From there, choose the specific site(s) or group(s), and then assign the newly created service user credential as an owner or Member (Edit permissions) to be able to see those sites as an option to select in your SyncEzy account on the configuration page (the next step required to configure your integrations for each project).





Other questions

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302






    • Related Articles

    • Benefits & Steps to Create Service User Credentials for your SyncEzy Integration between Procore and SharePoint

      See our articles linked for step-by-step instructions on how to set up a service user credential with the right permissions in Procore and SharePoint respectively to quickly get this step done and syncing! Please do not hesitate to contact support if ...

    • Procore to SharePoint Integration Overview

      Summary This guide will give a detailed overview of the Procore SharePoint integration dashboard and reporting tools available. Getting Started Make sure you have the correct user credential permissions in Procore and SharePoint to setup up your ...

    • Procore to SharePoint 2-way integration feature updates 2023

      Procore to SharePoint Integration Feature Updates Greetings from SyncEzy, We are excited to share with you an overview of feature updates for your Procore to SharePoint 2-way integration. These integration feature updates are designed to ensure you ...

    • How to reauthenticate SharePoint with a new or service user?

      How to reauthenticate SharePoint with a new or service user? You may need to change application(s) credentials if an existing user has been archived or due to a change of password. Or it may be, that you would like to use service accounts for your ...

    • Service account - Introduction and benefits

      Service accounts are usually created specifically for a particular service or application and are granted only the permissions necessary for that service to function properly. They are often used to access other resources such as databases, APIs, ...