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