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Sharepoint - How do I link my account?
Sharepoint - How do I link my account?

How to link your Sharepoint account to Merge

Matthew Ho avatar
Written by Matthew Ho
Updated over a week ago

Overview

To authenticate your Sharepoint account, you will need to provide the following information:

  • Sharepoint username

  • Sharepoint password

Prerequisites

Non-admins may require admin consent to utilize the full capabilities of the integration, such as write permissions. If admin consent is necessary, please read the guide here and follow the instructions here to ask your SharePoint administrator to grant user consent. You must start the linking flow over to re-link once you get consent from your administrators.

Instructions

Step 1: Select your preferred permissions

  1. Select the permissions option that fits your use case in Merge Link. The linking flow provides three levels of permissions:

    • Read-only for non-admin users allows the integration to read all Files, Folders, and Drives that only you have access to. It does not allow the integration to access Groups, upload Files, and create Folders.

      • Note that your administrator may still restrict you from consenting. If so, please contact your SharePoint administrator according to the guide here.

    • Read-only permissions allow the integration to read all the Files, Folders, and Drives in your Sites. This does not allow the integration to upload Files and create Folders.

    • Read & Write permissions allow the integration to read all the Files, Folders, and Drives in your Sites, as well as upload Files and create Folders.
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  2. Select Submit to proceed to the next page

Step 2: Authorize using SharePoint's website

Select Open window, to be redirected to SharePoint's website. Enter your SharePoint credentials when prompted.

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