Set up Security
SharePoint Security Sync has the following security roles:
SharePoint Security Sync Administrator
SharePoint Security Sync User
SharePoint Security Sync Administrator has the privilege to create and modify 'Entity Configurations', 'Connector entity records', 'Security Templates', and 'Bulk Migration Jobs'.
SharePoint Security Sync User will be able to 'Read' and can create 'Bulk Migration Job' and utilize all the Attach2Dynamics features in SharePoint such as Upload, Download, Create, Delete, etc.
Note: It is necessary to assign any one of the above security roles to use SharePoint Security Sync Solution
Follow the steps below to assign security roles to users.
  • Go to Advanced Settings --> Settings --> Security.
  • Select Users
  • Select user --> Click on MANAGE ROLES
  • Click on any one of the security roles --> Click OK.
Admin Role
User Role
Last modified 9mo ago
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