To add a user to a SharePoint group,
do the procedure in this topic.
Add User to a Group on SharePoint Site Configuration Screen
How to Start
- On the Organizer,
do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, go to the Activity Library, and
open the SharePoint tab.
- On the SharePoint tab,
drag the Add User to SharePoint Group
activity onto your process.
- Change an activity:
- In your process, double-click your activity.
- Click
Add User to SP Group .
Procedure
- 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
|
- Opens this Screen:
- New SharePoint Access Token
- Function of this Screen:
- Configures a new access token for SharePoint.
|
Site
|
- Function:
- Specifies the URL for your SharePoint site.
- Accepted Values:
-
- Default Value:
- None
- Accepts Process Data Variables:
- Yes
- Example:
-
|
Group Name
|
- Function:
- Specifies the name of your SharePoint group.
- Accepted Values:
- A valid SharePoint group name.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
User Name
|
- Function:
- Specifies the user name to add to your SharePoint group.
- Accepted Values:
- A user name, with the domain name, in this format:
[domain]\[user name]
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
E-mail ID
|
- Function:
- The user's email address.
- Accepted Values:
- A valid email address.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
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:
- One line of text that can have spaces.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|