Requirements

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Limitations

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VisibleFor - confidential documents: Too many confidential documents

CRM Online tenants with over 25000 confidential documents can’t migrate automatically due to SharePoint Online restrictions (ref. ‘Unique security scopes per list or library’). Please contact SuperOffice Support for assistance.

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To set it up

• SuperOffice Online tenant
  • Microsoft Entra (formerly AAD) authentication of SuperOffice Admin. For more info, see IDP authentication.
  • You can’t 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.
  • Recommended for all setups, and required for Visible for.

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Admin rights

If your tenant doesn’t allow users to approve apps themselves, a Global Administrator must approve the app before other users can finish the setup.

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When you need the system user

The system user lets SuperOffice work with documents in the selected site without a signed-in user. Access is limited to that one site (Sites.Selected). See Permissions for SuperOffice Document Library integration (app). The system user is required if you:

• Use Visible for.
• Migrate existing documents to SharePoint.
• Use apps or integrations that create or update documents in SuperOffice.

We recommend you enable it even if you don’t use Visible for now. You can then start using these features later without needing a Global Administrator again.

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Additional requirements for Visible for

• Microsoft 365 groups (not Security) that correspond to your SuperOffice user groups.
• The system user must be enabled. See When you need the system user.
• The SharePoint site must allow members, or users with Edit permissions, to share files and folders. Don’t select Only site owners can share files, folders, and the site. With that setting, documents are saved, but the restriction is silently not applied. See SharePoint sharing settings required for Visible for.

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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.
• 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”.