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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources.

Sharepoint Access:

If you want to set up your permissions in Guru you do not need to be an Admin. Non-admins may require admin consent depending on how your Sharepoint account is managed. If admin consent is necessary, please read the guide here and follow the instructions here to ask your SharePoint administrator to grant user consent.

If you want to inherit your team's permissions from Sharepoint you need to be an Admin in Sharepoint.

Note that the integration uses delegated permissions which inherit the permissions of the authenticated user. See overview of Microsoft Graph permissions here.

Walkthrough Video

Setting Up SharePoint as a Source

1. Navigate to Manage > Sources.
2. Select Sharepoint from the icon menu.
3. Decide if you want to set up permissions in Guru or inherit permissions from Sharepoint.
4. 1. If you want to set up your permissions in Guru

      1. Under Select Permissions select Read Only for Non-Admins.

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         Note

         The scopes required include:

         1. Files.Read.All: Read all files that user can access
         2. Sites.Read.All: Read items in all site collections
         3. User.Read: Sign in and read user profile
         4. User.ReadBasic.All: Read all users' basic profiles

   2. If you want to inherit your team's permissions from Sharepoint

      1. Under Select Permissions select Read only for Admins.

      2. You'd need to be a Admin in Sharepoint to set up inherited permissions.

         ✍️

         Note

         • The scopes include:
           • Microsoft Graph
             • Files.Read.All: Read all files that user can access
             • Group.Read.All: Read all groups
             • GroupMember.Read.All: Read all group memberships
             • Sites.Read.All: Read items in all site collections
             • User.Read.All: Read all users' full profiles
           • SharePoint
             • Sites.Search.All: Run search queries as a user

5. To authenticate, you'll need your Sharepoint Credentials.
6. You'll be prompted to specify what content you want to include in the scope of the sync, called Selective Sync. By keeping the scope of the content synced to Guru contained to what is needed, you'll experience faster sync times and a more focused search experience.
7. Define what content you want to sync into Guru. You can select multiple folders. Or, leave that section blank to sync everything the account has access to.
8. If you want to set up permissions to content in Guru, specify which Guru Groups should have access to the content once synced. Otherwise, if you choose "inherit permissions" - Knowledge Agents will respect the permissions from the source application.
   1. Admins have the option of adding a Source Owner for each Source. Source Owners can add Viewers or other Owners, and delete the Source.
   2. An Owner can be added during this initial setup stage, or later by clicking manage access for that Source.
9. Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."

Objects synced from Sharepoint

Permissions

When setting up Sharepoint you can either establish permissions in Guru, or inherit them from Sharepoint directly.

• Inherited Permissions
  • See above the level of access needed to inherit permissions. If the authenticating user selects to inherit permissions from Sharepoint, they will first define the scope of content that will be synced based on what they have access to, and others access within that will be respected. Guru recommends authenticating with a service user to ensure that the desired content is synced in.
• Setting up Permissions in Guru
  • You can also permissions that content in Guru. Learn more here. If someone is not provided with access in Guru to this source, they will not see Sharepoint results in searches or when chatting with Guru.