Limitations
VisibleFor - confidential documents: Too many confidential documents
CRM Online tenants with over 25000 confidential documents cannot migrate automatically due to SharePoint Online restrictions. Please contact SuperOffice Support for assistance.
Requirements
To set it up
SuperOffice Online tenant
- Microsoft Entra (formerly AAD) authentication of SuperOffice Admin. For more info, see IDP authentication.
- You will not be able to continue to set up the integration until ALL users with user plan use IDP.
Microsoft 365 for business subscription
- If you don't have a Microsoft 365 subscription, you have to sign up for one at Microsoft.
- You will be warned when you set up the integration if one or more users use different domain names. Note: ALL users with user plan must be in the same Microsoft Entra subscription.
A SharePoint site with document library for storing documents and document library for storing templates.
Permissions to your SharePoint document libraries using Microsoft Entra domain groups.
- The Group type must be Microsoft 365 and not Security.
- This is mandatory if you plan to use Visible for in SuperOffice Online and recommended either way.
If you want to enable group access on SharePoint documents based on Visible for settings in SuperOffice.
- Global Admin rights in Microsoft 365 (to be able to authenticate SuperOffice document library as a trusted app in your Microsoft 365 solution)
- Either during setup
- Or, send a link to someone who is
- Global Admin rights in Microsoft 365 (to be able to authenticate SuperOffice document library as a trusted app in your Microsoft 365 solution)
To use it
- ALL users with user plan must use Sign in with Microsoft (Microsoft Entra ID, formerly AAD) in SuperOffice Online.
- Microsoft Entra authentication of users. For more info, see IDP authentication.
- ALL users with user plan must be in the same Microsoft Entra subscription as the one used during set up.
No support for moving documents to other SharePoint sites, only within the same site.
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SuperOffice roles/data rights: No support to reflect change-rights from SuperOffice to documents in SharePoint. To set restrictions for documents in SharePoint, use "Visible For".