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Document SharePoint sharing settings required for Visible for - #422

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digitaldiina merged 12 commits into
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sharepoint-visible-for-sharing-settings
Sep 9, 2026
Merged

Document SharePoint sharing settings required for Visible for#422
digitaldiina merged 12 commits into
mainfrom
sharepoint-visible-for-sharing-settings

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@schildea

@schildea schildea commented Sep 3, 2026

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Summary

  • Documents that SharePoint sites must allow members/Edit-permission users to
    share files and folders when using Visible for — otherwise SuperOffice
    can't apply the restriction, and documents can end up more widely
    accessible than intended.
  • Adds a new detailed section to permissions-in-sharepoint.mdx covering why
    this is required, the required configuration, validation steps, and
    troubleshooting.
  • Adds short warning callouts / cross-references on the SharePoint documents
    overview page, the configuration wizard, the requirements page, and the
    troubleshooting page, all pointing to that new section.

Adds a new "SharePoint sharing settings required for Visible for" section to
permissions-in-sharepoint.mdx, with a cross-reference from the service account
section. Adds short warning callouts pointing to it from the SharePoint
documents overview page (Things to consider, Data rights for a role).
@schildea
schildea requested a lite review from Copilot September 3, 2026 14:17
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🟢 Approval recommended

The changes are documentation-only and low risk, with only minor readability/duplication nits to consider.

Pull request overview

This PR updates the SharePoint Documents documentation to clearly explain a critical SharePoint site sharing prerequisite for using Visible for safely, and adds cross-references from other relevant pages so admins can find and validate the required configuration.

Changes:

  • Adds a new detailed section in permissions-in-sharepoint.mdx explaining why SharePoint sharing settings must allow members/Edit users to share files/folders for Visible for to work.
  • Adds short warning/cross-reference callouts from the overview, configuration wizard, requirements, and troubleshooting pages pointing to the new section.
  • Updates page metadata (author/date) for the edited docs.
File summaries
File Description
integrations/sharepoint-documents/troubleshooting.md Adds a new troubleshooting entry for 403 / restrictions not being applied, linking to the new SharePoint sharing settings section.
integrations/sharepoint-documents/requirements.mdx Adds an explicit prerequisite bullet pointing to the sharing settings requirements for Visible for.
integrations/sharepoint-documents/permissions-in-sharepoint.mdx Introduces the primary detailed guidance section (explanation, required configuration, validation, symptoms/resolution).
integrations/sharepoint-documents/index.mdx Adds warning callouts on the overview page that link to the new detailed section.
integrations/sharepoint-documents/configure-superoffice.mdx Adds a warning in the configuration flow to verify the SharePoint sharing setting before enabling Visible for.
Review details
  • Files reviewed: 5/5 changed files
  • Comments generated: 2
  • Review effort level: Lite

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Comment thread integrations/sharepoint-documents/index.mdx Outdated
Comment thread integrations/sharepoint-documents/permissions-in-sharepoint.mdx Outdated
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
@digitaldiina digitaldiina added this to the Improvements milestone Sep 8, 2026
@github-project-automation github-project-automation Bot moved this to 📥 Ready for review in Content Tasks Sep 8, 2026
@digitaldiina digitaldiina added doc-bug Triage: Feedback about omissions, errors, or confusing or conflicting text in an article. doc-enhancement Triage: Suggested addition or improvement to the content. labels Sep 8, 2026
Bergfrid Dias and others added 4 commits September 9, 2026 09:26
…r-sharing-settings

# Conflicts:
#	integrations/sharepoint-documents/troubleshooting.md
- Remove index.mdx's duplicate <Warning> block (same content pasted
  twice) and extract the remaining one into a shared
  snippets/warn-sharing-settings-required.mdx, matching this repo's
  existing caution-/warn- snippet convention.
- Give it its own heading in index.mdx so it no longer stacks directly
  under the page's <Danger> callout, per the house style rule against
  stacked call-outs.
- Trim the redundant Troubleshooting subsection out of
  permissions-in-sharepoint.mdx in favor of linking to
  troubleshooting.md's equivalent entry.
- Standardize *Visible for* to italic (the dominant convention) instead
  of bold in the two new Warning blocks.
- Reword "tick"/"ticked" to "select"/"cleared" on
  configure-superoffice.mdx to match Microsoft style guidance for
  checkbox interactions.
- Shorten the new heading anchor to #visible-for.
- Use a reference-style link in the new snippet instead of inline.
digitaldiina
digitaldiina previously approved these changes Sep 9, 2026

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Thanks for the clarifying warning, @schildea. I extracted it to a snippet for reuse.

Bergfrid Dias added 2 commits September 9, 2026 09:35
@digitaldiina
digitaldiina merged commit 2ad979c into main Sep 9, 2026
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@github-project-automation github-project-automation Bot moved this from 📥 Ready for review to ✔ Done in Content Tasks Sep 9, 2026
@digitaldiina
digitaldiina deleted the sharepoint-visible-for-sharing-settings branch September 9, 2026 07:43
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doc-bug Triage: Feedback about omissions, errors, or confusing or conflicting text in an article. doc-enhancement Triage: Suggested addition or improvement to the content.

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SharePoint sharing settings not documented for Visible for

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