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Create a new role

Before you create a sapio365 RBAC role, you should first decide which actions this role should allow.

Expand the section below to see a permissions table that can help you plan the role’s allowed actions.

Click to see the full list of sapio365 RBAC permissions

List of sapio365 RBAC permissions

The list of permissions is categorized by the module where the action is available:

All Users

1

User - Load Last Sign-In

2

User - Load Basic Info

3

User - Load Personal Info

4

User - Load Mailbox Settings

5

User - Load OneDrive Info

6

User - Load Manager Info

7

User - Load Authentication Methods Overview

8

User - Load Sponsor Info

9

User - Load Authentication Methods Details

10

User - Edit Properties in Cloud

11

User - Create in Cloud

12

User - Delete in Cloud

13

User - Edit Password in Cloud

14

User - Update Manager

15

User - Edit Licenses

16

User - Revoke Access

17

User - Load Mailbox Info

18

User - Edit MFA and Authentication Methods

19

User - Load Custom Security Attributes

20

User - Load Directory Extensions

21

User - View OneDrive Files

22

User - Load OneDrive Permissions

23

User - Edit OneDrive Permissions

24

User - Rename OneDrive Files

25

User - Delete OneDrive Files

26

User - Download OneDrive Files

27

User - Create OneDrive Folders

28

User - Add Files

29

User - Check-in Files

30

User - Check-out Files

31

User - Load File Checkout and Retention Info

32

User - View Messages

33

User - See Mail Content

34

User - Load Message Attachments

35

User - Edit Message Attachments

36

User - Download Message Attachments

37

User - Edit Messages

38

User - Delete Messages

39

User - View Events

40

User - Load Events Attachments

41

User - Edit Events Attachments

42

User - Download Events Attachments

43

User - Delete Events

44

User - Edit Events

45

User - View Contacts

46

User - View Message Rules

47

User - Delete Message Rules

48

User - View Deleted Users

49

User - Manage Deleted Users

50

User - View Mailbox Permissions

51

User - Edit Mailbox Permissions

52

User - View Chats

53

User - View Chat Messages

54

User - Edit Properties On-Premises

55

User - Create On-Premises

56

User - Delete On-Premises

57

User - Edit Password On-Premises

58

User - Update Manager On-Premises

All Groups

1

Group - Load Mailbox Info

2

Group - Load Directory Extensions

3

Group - Load Basic Info

4

Group - Load Created On Behalf Of

5

Group - Load Team Settings

6

Group - Load Allow to Add Guests Setting

7

Group - Load Expiration Policy Info

8

Group - Load Owner Info

9

Group - Load Members Count

10

Group - Load Document Library Info

11

Group - Load Viva Engage Info

12

Group - Load Sensitivity labels

13

Group - Load Other Group Settings

14

Group - Load Team Channels Count

15

Group - Load M365 Group Welcome Message Setting

16

Group - Edit Properties in Cloud

17

Group - Create in Cloud

18

Group - Delete in Cloud

19

Group - Edit Members

20

Group - Edit Members (including out-of-scope items)

21

Group - Edit Owners

22

Group - Edit Owners (including out-of-scope items)

23

Group - View Delivery Management

24

Group - Edit Delivery Management

25

Group - Edit Delivery Management (including out-of-scope items)

26

Group - View Files

27

Group - Load File Permissions

28

Group - Edit File Permissions

29

Group - Rename Files

30

Group - Delete Files

31

Group - Download Files

32

Group - Create Folders

33

Group - Add Files

34

Group - Check-in Files

35

Group - Check-out Files

36

Group - Load File Checkout and Retention Info

37

Group - View Events

38

Group - Delete Events

39

Group - Edit Events

40

Group - View Conversations

41

Group - Load Conversations Attachments

42

Group - Edit Conversations Attachments

43

Group - Download Conversations Attachments

44

Group - Delete Conversations Threads

45

Group - View Sites

46

Group - View Deleted Groups

47

Group - Manage Deleted Groups

48

Group - View Channels

49

Group - Edit Channels

50

Group - Delete Channels

51

Group - Create Channels

52

Group - Edit Group Settings

53

Group - Edit Global Expiration Policy

54

Group - Load Channel Additional Info

55

Group - View Channel Messages

56

Group - View Channel Files

57

Group - View Channel Members

58

Group - View Channel Sites

59

Group - Load Channel File Permissions

60

Group - Edit Channel File Permissions

61

Group - Rename Channel Files

62

Group - Delete Channel Files

63

Group - Download Channel Files

64

Group - Create Channel Folders

65

Group - Add Channel Files

66

Group - Check-in Channel Files

67

Group - Check-out Channel Files

68

Group - Load Channel File Checkout and Retention Info

69

Group - Edit Channel Members

70

Group - Edit Channel Members (including out-of-scope items)

71

Group - Edit Properties On-Premises

72

Group - Create On-Premises

73

Group - Delete On-Premises

74

Group - Edit Members On-Premises

75

Group - Set Owner On-Premises

All SharePoint Sites

1

Site - Load Additional Info

2

Site - View Files

3

Site - Load File Permissions

4

Site - Edit File Permissions

5

Site - Rename Files

6

Site - Delete Files

7

Site - Download Files

8

Site - Create Folders

9

Site - Add Files

10

Site - Check-in Files

11

Site - Check-out Files

12

Site - Load File Checkout and Retention Info

13

Site - View Lists

Other

1

View Tenant Roles and Administrators

2

Edit Tenant Roles and Administrators

3

Edit Tenant Roles and Administrators (including out-of-scope items)

4

Edit Tenant Global Settings

5

View Tenant Licenses and Services

6

View Tenant Applications

7

Edit Tenant Applications

8

Delete Tenant Applications

9

Load Applications Additional Info

10

View Tenant Usage Reports

11

View Tenant Sign-ins Report

12

View Tenant Audit Logs Report

13

View Tenant Devices

14

Edit Tenant Devices

15

Delete Tenant Devices

16

Load Devices' Registered Users

17

Edit Tenant Devices Owners

18

Edit Tenant Devices Owners (including out-of-scope items)

19

Edit Tenant Devices Users

20

Edit Tenant Devices Users (including out-of-scope items)

21

View Tenant Service Principals

22

Edit Tenant Service Principals

23

Load Service Principals' Custom Security Attributes

24

Copy File to user drive

25

Copy File to user drive (including out-of-scope items)

26

Copy File to group/channel drive

27

Copy File to group/channel drive (including out-of-scope items)

28

Copy File to site drive

29

Copy File to site drive (including out-of-scope items)

30

Run Powershell Command Job

31

Run Custom Job

create-new-role.jpg
  1. From the Dashboard, go to RBAC → Configuration

  2. In Roles, click Create Role.

  3. Enter a unique, meaningful name for the role and a description, which will be shown to assigned users.

  4. Select the credentials you wish to use with this role. You can create a new one by clicking on the button ‘New Credentials…’ (see how to set up credentials).

  5. In Options, select from the following:

    • Log access of modules with this role in User Activity Logs.

      • This option makes sapio365 log whenever a user with that role opens a module, not just when they save changes. These entries can then be found in the User Activity Logs, showing who accessed which module and when so you can audit viewing activity as well as modifications.

      • By default, sapio365 logs all changes saved by sapio365 users in the User Activity Logs.

    • Enforce this role upon user sign-in.

      • This option makes it mandatory for any assigned user to take on the role when they sign in to their sapio365 session.

    • Enforce ticketing on all save actions with this role.

      • This option makes adding ticket information mandatory for all save actions with this role.

  6. Select sapio365 RBAC permissions to customize the role you are creating.

  7. (Optional) The License Assignment Restrictions can be used to limit the number of licenses to manage. Learn more here.

The License Assignment Restrictions section is not available for multi-credential roles. You must select only 1 set of credentials at step #4.

Click OK to save the role, after which it will appear in the grid.

Assign users and scopes

The next step in sapio365 RBAC creation is to define the scope (which sets of users, groups, or sites the role can act on) and assign the users or groups who will be allowed to exercise those permissions.

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