| Action | Required Permissions | Notes |
|---|---|---|
| Install the Nintex Automation Cloud app within SharePoint | Automation administrator or Global administrator is required. | For information about user roles, see User roles. |
| SharePoint Site Collection Administrator | For more information, please visit Manage Site Admins. | |
| Establish a connection between NAC and SharePoint | Automation administrator or Global administrator is required. | For information about user roles, see User roles. |
| Establish a SharePoint Integration from NAC using the newly defined SPO Connection described above | Automation administrator or Global administrator is required. | For information about user roles, see User roles. For migrations, please take note of the following:
|
| Create an Azure Active Directory connector | Azure Active Directory: | |
| Create a SharePoint Online connector | Global administrator | |
| Non-global administrator | When creating a connection for SharePoint Online via the Automate or Designer page in Nintex Automation Cloud, ask your global administrator to grant the following permissions to the Nintex Connector - SharePoint Online:
|
