Adding the Read and Understood App to a SharePoint or Microsoft Teams Site
The instructions below will guide you through the process of installing Read and Understood, alternatively you watch the video.
-
Login to the SharePoint site where you wish to install the Read and Understood App.
-
Click the Cog (top right) and click Add App.
-
From the Menu, click 'From SharePoint Store'
-
Using the Search box, search WA200007564
-
The message No results found for "WA200007564". This is expected.Click the link 'Find more apps in the SharePoint Store.'
-
Repeat the search in the SharePoint store
-
This will display 1 result, Click the App displayed.
-
Click the Add to Apps site button, having read the details provided on the page.
-
Click the Add to Apps site button, having read the details provided on the page.
-
Click the Add to Apps site button, having read the details provided on the page.
-
Login to the Microsoft 366 Admin center (https://admin.microsoft.com/Adminportal) for your tenant
-
Click SharePoint to open the Admin Center. if it does not appear, click show all.
-
From the navigation menu, click 'Advanced' then 'API Access'(1).
-
Click Approve
Result: The Approve access panel is displayed
-
Click Approve
You may be prompted to login by Microsoft before seeing the result below.
Result: a Permissions requested pop up is displayed
-
Select Consent on behalf of your organisation and click Accept
Result: The Read and Understood Web site page will appear (see below)...
Granting Enterprise App Access
-
Login into Entra and from the menu click 'Applications' then 'Enterprise applications'. Listed will be 'Read and Understood...'
-
Click ‘Read and Understood - Modern SharePoint Application Principal’
Result: the Application Overview is displayed
-
In the left navigation area under Security click Permissions:
Result: The Permissions for the application are displayed.
The Delegated permissions were approved when the SharePoint API permissions were approved.
Read and Understood requires additional Application-level permission to function. These permissions are approved by clicking the Grant admin consent for MSFT button
-
Click the Grant admin consent for MSFT button
Result: a Permissions requested pop up is displayed.
Read and Understood mainly requires read access to monitor documents in the document libraries it is configured to work with and to allow the selection and processing of users, security and 365 groups.
Two of the permissions requested are read/write/deleted requests and can be removed after the permission request is accepted. Removing the permissions will result in the following loss of functionality:
-
‘Sites.Full.Control’ Removing this permission disables the following features:
- Addressing email using SharePoint group membership
- Creation of organisation sharing links to Microsoft Office documents (Word,Excel...) with referential integrity - should files get renamed or moved.
-
‘Sites.Manage.All’ Removing this permission disables the following features:
- Minor version detection
- Creation of well-named 'Person and Group' SharePoint columns for recipient addressing
-
-
Click Accept
Result: You will see a conformation message.
-
Wait a few seconds and click Refresh to confirm the permissions have been granted.
Revoking read/write/update permissions
To revoke ‘Sites.FullContol.All’
Click the ellipsis (…) and select Revoke Permission
To revoke ‘Sites.Manage.All’
Click the ellipsis (…) and select Revoke Permission
Setting up access to Read and Understood in a site
If you already have the Read and Understood Add-In installed, you must complete this step as part of an upgrade.
The steps below should be completed in each site containing document libraries to be used with Read and Understood.
-
Navigate to the root page of the site and select New (1) and Page (2)
Note: Do not do this in the pages or site assets libraries directly as you will not see Apps in the result below:
Result: Page Templates, click Apps.
-
A list of Site apps will appear, click Read and Understood
-
Click Create page
A panel will appear in on the Right side of the page for you to provide the ‘App page details’. The Title provided will be Name of the page in the Site Pages Library. We recommend ‘Read and Understood Application’. If you may choose to uncheck the option ‘Show in site navigation’ until permissions are applied to the App.
Save the Page. If you unchecked the option to Show in site navigation, to access the page at any time, in the SharePoint site click the cog (top right corner of the screen) > ‘Site contents’
Locate the Site pages library and click it to display the content. Locate the page you previously created.