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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 guidehere 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.

Microsoft Graph supports two access scenarios: delegated access and application access. In delegated access, the app calls Microsoft Graph on behalf of a signed-in user. In application access, the app calls Microsoft Graph with its own identity, without a signed-in user. More 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

Only files in selected folders can be synced to Guru. You'll need to connect each folder in Sharepoint individually.