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

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".