User Documentation for the Protect app permission setup

This guide is intended to help admins to setup SharePoint and Microsoft Teams permissions based on a permissions template which is often a permission matrix in an Excel table, e.g. an Excel table with user groups, folder structure and the prefered access rights for each user group and folders.

Table of Contents

1. Prerequisites
2. Preparation
3. Tips & Tricks
4. Set Permissions
5. Frequently Asked Questions (FAQ)
6. Contact and Support

Prerequisites

1.1 Create SharePoint Page

Create a new SharePoint page or use an existing SharePoint page in your organisation.

1.2 Install Protect app on SharePoint Page

Install the Protect app on your SharePoint page by a simple click: Installation Link

Preparation

2.1 Create Folder Structure

Create your prefered folders and folder structure in the chosen SharePoint Site:

Add new folders by clicking on "New folder":

If you are already syncing the SharePoint site with your local OneDrive on your desktop PC or MAC you may also create the folder structure in your file explorer:

2.2 Create SharePoint Permission Groups

Create permission groups on SharePoint. To do so open the Protect app from any given folder:

Click on the "home" icon on the top left in the open app window of the Protect app:

Now click on the button with the group icon:

By clicking on "New" you can create new SharePoint user groups:

Note: If you have also created Microsoft security groups the SharePoint user groups can be name identical with the existing Microsoft security groups.

Tips & Tricks

3.1 Create Permission Groups as Security Groups

If you operate various projects and you have often times a bunch of same users in a groups you can set up so called security groups for these recurring working (user) groups. This will make your live a little bit easier and save you admin time. If you have already setup the Microsoft security groups please skip this step.

Create permission groups as security groups. Go to Microsoft admin > active teams and groups > security groups:

3.2 Invite Security Groups to SharePoint

Invite security groups to your SharePoint groups by clicking on a SharePoint user groups (click on the group name link, not on edit button):

Click on add members:

Search your Microsoft security group and hit enter:

You have now linked the security group with the SharePoint group.

Set Permissions

4.1 Download Template File from Protect app

To download the template file from the Protect app click on the download icon on the top right in the Protect app:

4.2 Set Permissions in Excel

Set permissions or permission levels in Excel. The list of created permission groups can be found when you click on the key icon in the Protect app:

To use these authorisation levels just copy the text and paste them into the Excel cells of the template file. Keep attenation to avoid typos:

4.3 Upload Template File to Protect app

Upload the template file to the Protect app, review the preview and save it.

You have now setup all permissions successfully!

Frequently Asked Questions (FAQ)

Question 1: Can I use the template file for other SharePoint pages?

• Answer: Yes, this template file can be used to easily duplicate the folder structure and access rights for other SharePoint sites. You will save a lot of time by doing so.

Question 2: Do I have to create Microsoft security groups?

• Answer: No, you can also create just the SharePoint groups. If you frequently work with the same user groups, it is worthwhile to create security groups to manage users more efficiently.

Contact and Support

If you have any further questions or need assistance, you can reach us through the following channels:

• Email: support@flinker.app
• Phone: +491606469866

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Thank you for using the Protect app! Please share with us your feedback and ideas any time 🙏.