Permissions required for document management tasks
The following table shows the default security roles or other permissions that are needed to perform each document management with SharePoint task.
Important
If you’re using Dynamics 365 for Outlook, you can’t do any of these tasks while you’re offline.
| Tasks related to document management | Minimum security role or other permission required |
|---|---|
| Enable or disable document management | Security roles: System Administrator or System Customizer Privileges: Read, Write on all record types that are customizable. SharePoint site permissions: Create, Read, Write, Append, Append To |
| Create or edit site records | Security roles: System Administrator or System Customizer SharePoint site permissions: Site Create, Read, Write, Append, Append To |
| Create or edit document location records | Security roles: Salesperson SharePoint site permissions: Read, Append To SharePoint Document Location permissions: Create, Read, Write, Append, Append To |
| Run the Enable Server-based SharePoint Integration Wizard | Security roles: System Administrator Privileges: All other security roles will require the Run SharePoint Integration Wizard permission to run the Enable Server-based SharePoint Integration Wizard. |
| Make a site your default site | Security roles: System Administrator or System Customizer SharePoint site permissions: Read, Write |
| Validate sites | Security roles: System Administrator or System Customizer SharePoint site permissions: Read, Write |
| Add or edit a document location from a record | Security roles: Any SharePoint site permissions: Read, Append To SharePoint Document Location permissions: Create, Read, Write, Append, Append To |
| Fix a broken location | Security roles: Any SharePoint Document Location permissions: Read, Write |
| Manage documents | Security roles: Any SharePoint Document Location permissions: Read, Write |