Essential SharePoint Permissions for Seamless SyncEzy Integration

Essential SharePoint Permissions for Seamless SyncEzy Integration

                                                                                                      SharePoint Permissions for SyncEzy Integration

Overview : 
                        This document outlines the essential SharePoint site permissions required for SyncEzy integration, along with the reasons for requesting these permissions. It also provides guidance on verifying, assigning permissions, and addressing common queries related to the integration.

  SharePoint Permissions and Reasons


Scope/Permission

Description

Reason for Request

Full Control (Site Owners)Grants full control over the SharePoint site, including managing security, web parts, and navigation.Required to enable full administrative control for integration setup, including configuring the SyncEzy connection and managing sync settings.
Edit Permissions (Site Members)Allows users to add, edit, delete, and share content in SharePoint, including documents, pages, and events.Necessary for syncing content changes made by team members in SharePoint/Teams Channels back to connected systems such as Procore. This permission ensures that end-user changes trigger and propagate correctly through the integration.
Read-Only Access (Site Visitors)Provides view and download permissions without editing rights.Not typically required for syncing but can be used for users who need access to verify data syncs without modifying content.





Steps to Check and Grant Permissions

Check User Permissions

  1. Navigate to the SharePoint site.
  2. Click the Members button on the site homepage.
  3. Review the list of Owners and Members to verify the user’s role and access level.






Grant Permissions to Users

  1. Log in as a Site Owner or Administrator.
  2. Click on the Cog icon (Settings) > Site permissions > Advanced permission settings.
  3. Select the appropriate Group (Owners, Members, or Visitors) based on the user’s role.
  4. Click New > Add Users, then enter the email addresses of the users to be added.
  5. Click Share to save changes.


Technical Considerations for SyncEzy Integration

  • Permissions such as Full Control or Edit are required to enable SyncEzy to mirror user actions between SharePoint and integrated platforms like Procore.
  • Post-permission granting, there may be a delay of up to 24 hours for the site to appear in the SyncEzy configuration dropdown due to SharePoint API indexing.

FAQs

Why Grant Full Access?




  • The one-time step ensures that SyncEzy can access the SharePoint site to configure project integrations and facilitate seamless sync functionality.

How Secure Is the Integration?

  • SyncEzy does not have visibility into your SharePoint or Procore accounts. It only mirrors end-user actions triggered on either side of the integration.
  • For any concerns, contact the SyncEzy Tech Specialist team via the 24/5 support icon.