Project Sync: Essential Permissions in SharePoint to Get Started

Project Sync: Essential Permissions in SharePoint to Get Started




Essential SharePoint site permissions for syncing

In SharePoint, permissions are crucial and have been consistent across various site types, including Office 365 Group Sites and Communication Sites. The concept is straightforward, with each site having three default security groups:

  1. Site Owners: These users have full control, allowing them to perform all actions that Site Members and Site Visitors can, plus additional tasks such as maintaining site security, adding web parts, and managing navigation.

  2. Site Members: Users in this group can add, edit, and delete content, including documents, pages, announcements, and events. They can also share content with others, in addition to having read and download permissions.

  3. Site Visitors: This group comprises read-only users who can only view and download content from the site.

In essence, SharePoint permissions revolve around these three groups, each catering to specific levels of access and control. Below is an example screenshot.



What permissions do I need in order to sync the data?

To sync the data, you must either be designated as a site owner or be part of the owner group. Alternatively, you need to have the role of a site member or be included in the member group.

How to check and give permissions for any SharePoint site?

For any SharePoint site you can check if the user is added as an admin or member by clicking on the Member button as shown in the screenshot below.




Once you click on this Member button, you will see a list of Owners and Members of this site, as shown in the screenshot below. If you do not see the user name here it is possible that user does not have access to this site.



To add a user you can click on Add Members button and send a invitation to user to be member of the site. Please note that this button will only be visible if you have the Owner access.

  

Enter the email address of the user and save the settings.+



You can also add users to the Site group by following the steps below.

1. Log in as an administrator/Site owner.

2. Navigate to the site where the group will be used.

3. On the site’s home page, click on the "Cog" (settings icon).

4. Select ‘Site permissions’.




5. Click on "Advanced permission settings".





6. On the SharePoint permissions page, click on the group you want to add users to.



7. Click ‘New’ and then "Add Users" to select the users to be added to the group.

8. Add the names of the people you want to include in the group.






9. Click "Share". You can type partial names and let the people picker provide more details.




10. Your chosen users will now be added to the group’s members list.

Please note that after permissions are granted, it may take a few hours, up to 24 hours, for the SharePoint site to appear in the SyncEzy configuration dropdown. This delay occurs as the site is indexed by the SharePoint API

FAQs


Why do I need to “Accept” providing SyncEzy full access and admin-level permissions in my integration portal to connect my SharePoint account (example images below)?



This one-time step is required to allow us to connect your company’s SharePoint account so you can then begin to connect project integrations. This is also a requirement so you can enable the sync to mirror the changes made in SharePoint/Teams Channels/OneDrive back to Procore after you set up an integration for a project. Without granting the integration the necessary permissions, it cannot function as intended. 


SyncEzy will never have visibility of your Procore or SharePoint accounts. It is programmed so that after you connect you an integration in the “Configuration” tab (connect a Procore Project to a folder in a SharePoint site/Teams Channel), it will mirror any actions made by end users one either side in the connected folders only. We can never action (delete, edit, upload, etc.) any file or folder without the sync being triggered by an end-user on one side thus it facilitates automating version control throughout. If you have questions about activity done by SyncEzy on behalf of your team after an integration is set up, please use the 24/5 icon in the bottom right corner of your integration to connect with a Tech Specialist so you can screenshare and they can help you identify who made the changes in question. Still have questions? View the Technical Details article to see all answers to commonly asked questions about how the sync works here or ask your SyncEzy Solutions Consultant if you cannot find the answer you need.