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Hello,
I have a challenge around SharePoint integration in my Portal and would be grateful for your help.
So, I have integrated Document Management for two of my entities, set-up SharePoint document locations. That part of the process works well, contacts can access their account records etc.
Now for the next functionality I would like to create one Document Library on SharePoint, that would be accessible by all portal users (contacts) regardless of their Account.
Is this something that could be done through default settings?
Would like to avoid Canvas app, as this would bring additional admin and cost.
Thanks
Thanks for your replay..!
This looks very promising
Maybe you could help me out around the point 4. I struggle to figure out what's the best approach to share document library with portal users. These users are Contacts in Dataverse and they are not listed as AD Users.
Regards
Hey @VaidasG
For your query, Yes, it is possible to create a Document Library on SharePoint that is accessible by all portal users regardless of their Account. You can achieve this by creating a separate Document Library in SharePoint and granting permissions to all portal users to access that library.
Here's how to do it:
1.Create a new Document Library in SharePoint.
2.Go to the Library settings and select "Permissions for this document library".
3.Click "Stop Inheriting Permissions" to break the inheritance from the parent site.
4.Add a group that includes all portal users and assign them "Read" or "Contribute" permissions, depending on the level of access you want to provide.
5.Go back to your Portal and create a new Document Management integration, this time pointing to the newly created Document Library.
6.Create a new Web Page that includes a Document Management web part, and configure it to use the new Document Management integration.
7.Publish the new Web Page and test it to confirm that all portal users have access to the Document Library.
This way, all portal users can access the Document Library through the Portal, without the need for a Canvas app or additional admin and cost.
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