Add User to a SharePoint Group

To add a user to a SharePoint group, ​do the procedure in this topic.

Add User to a Group on SharePoint Site Configuration Screen



Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, go to the Activity Library, and open the SharePoint SharePoint icon tab.
      2. On the SharePoint SharePoint icon tab, drag the Add User to SharePoint Group Add User to SharePoint Group icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Add User to SP Group Add User to SP Group icon.

Procedure

  1. To configure your settings to add a user to a SharePoint group, on the Add User to a Group on SharePoint Site Configuration screen, complete these fields as necessary.
    Field Name Definition

    SharePoint

    Function:
    Specifies the access token that connects to your SharePoint site.
    Accepted Values:
    A list of access tokens configured for your environment.
    Default Value:
    None

    Add Token Add Token icon

    Opens this Screen:
    Access Token for SharePoint
    Function of this Screen:
    Configure an access token to connect to SharePoint.

    Site

    Function:
    Specifies the URL for your SharePoint site.
    Accepted Values:
    A valid SharePoint site URL
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:

    Group Name

    Function:
    Specifies the name of your SharePoint group.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    User Name

    Function:
    Specifies the user name to add to your SharePoint group.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    MyDomain\Administrator

    E-mail ID

    Function:
    The user's e-mail address.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    User Notes

    Function:
    Gives information related to this task. For example, you can specify group-related privileges for an administrator to assign to the user.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

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