Security roles and permissions required for SharePoint 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 in Customer Engagement (on-premises).
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

See also

Manage Your Documents
Validate and fix SharePoint site URLs