Before deploying CloudFinder for Office 365, you must add the CloudFinder administrator to the list of Site Collection Administrators in Microsoft. This gives the administrator full access (read/write) to the entire OneDrive and full view of the user’s entire OneDrive folders and files listing.
How to Configure Permissions
- Log in to the Microsoft online portal (https://portal.microsoftonline.com/) using an account with permissions for your organization as Global Administrator of Office 365.
- From the Office 365 home panel, select Admin.
- In the left column, select SharePoint. This will take you to the SharePoint Admin Center.
- Find, select, and Add the name of the desired CloudFinder administrator. (Note: If you’re unable to find the CloudFinder administrator name, see if a user profile exists. If no profile exists, create a new user from the SharePoint admin center.)
- Establish the new Site Collection Administrator by pressing OK.
Repeat steps 1- 5 for each URL. The next CloudFinder back up that runs will fetch your OneDrive and SharePoint data for all URLs you have selected.
Use your configured Office 365 Admin user to easily check which files CloudFinder sees when connecting to specific users’ OneDrive files.
How to Verify Permissions
A visual check is the easiest way for the administrator to see which OneDrive end-user files and folders can be seen and backed up by CloudFinder. Here’s how to conduct a visual check:
Log in to two different Office 365 accounts at the same time. Use either
- two different browsers, OR
- two instances of the same browser, where one is in the Incognito/InPrivate mode.
- Log into Office 365 using the CloudFinder admin account AND
- Log into Office 365 using the CloudFinder user account whose file permissions you'd like to check
- Open the end user’s OneDrive. Copy the user’s URL.
- Paste the user’s URL into the Admin’s browser. The CloudFinder administrator now sees the user’s OneDrive documents the way CloudFinder does.
An indication of insufficient settings for administrator permissions: If you see a difference in the number of files and folders shown in the user's OneDrive from the number of files and folders seen by the CloudFinder Administrator account.
If you unable to see the entire listing of user documents, use the Check Permissions feature on a specific file or folder to see the permission level that is granted. To access the Check Permissions feature
- Click on the three dots next to the file or folder;
- Click Share from the pop-up;
- Go to Shared with;
- Click Advanced.
NOTE: A “Limited Access” setting indicates an inability to see or access certain user files/folders.