Adding a user for the Collaborative Review - SharePoint side

The collaborative review feature works in tandem with your Office 365 SharePoint portal.  Users who need this feature must have the appropriate permissions for the SharePoint libraries it relies on.

There are 2 ways to manage access to this feature:

• Add users directly in the Sharepoint group.
  • This can be performed by either an IT specialist or a power user with the appropriate rights.
• Create an Azure AD group and add it has a member of the SharePoint group.
  • This can only be managed by an IT specialist.

Adding user(s) in Sharepoint Group

Here are the steps required to add a user on the SharePoint side of things, note that the user executing those steps requires Full Control privileges on the SharePoint library:

• Connect to the SharePoint portal created for the SOLABS QM10 Collaborative review; it is normally a subsite of your main Office 365 SharePoint site.
• On the right side, click on the appropriate Library (the default naming convention is SOLABSQM O365 <Instance Name>).  Ex.: SOLABSQM O365 VAL or SOLABS QM O365 Validation.

• Click the gear icon.
• Click Library settings.

• Click Permissions for this document library

• Click the Members group.

• Click New, then Add users to this group.

• Type in the user name and click once the system finds him.
• Click Share.

Note: SOLABS QM Validation and Production have their own libraries and sometimes have different subsites (when requested by clients). 

Adding user in Azure AD Group

Your IT team will need that you provide them with the list of users to add and, if possible, the name of the Azure AD group to which the users should be member of.