Here you can enable the various integrations with Microsoft 365. All requested permissions (except Outlook Advanced) are ‘on behalf of the user’. This means that ISOPlanner never has more permissions than the logged in user. According to this ‘least-privilege’ principle, the rights as you have set them effectively apply to access to e.g., calendars, groups, SharePoint locations. When you first enable integration options, you may be prompted to authorize on behalf of you or your organization. When you choose to authorize only for yourself, all other users are also asked to authorize. You must be an Azure administrator to authorize on behalf of your organization.
Click on the “Full authorization” button to assign the default authorizations. These are for access to user calendars, profiles and groups.
Azure Active Directory
With data from your Active Directory, ISOPlanner can enable powerful features for your teams such as a task overview for team leaders, a knowledge base and dashboards.
The “Users, teams and groups” option allows ISOPlanner to read all users and all groups from your Azure Active Directory. Your Azure Active Directory is never changed. After enabling, you can add teams in the Teams and groups section. The added teams and groups thus become available for linking to processes, standard requirements and risks. You can also organize the knowledge base at team level, create dashboards for teams and view the tasks of your teams.
With Outlook integration you can schedule tasks in the Outlook calendar of colleagues. Azure Active Directory is also enabled if you enable this option.
The “Outlook tasks basic” option allows tasks to be scheduled in the calendar. Changes and moves in Outlook are not tracked. To enable this option, you need to grant access rights to the service “ISOPlanner API” to read and write the current users’ calendar. The Outlook Calendar add-in for ISOPlanner is not supported with Outlook tasks basic.
The “Outlook tasks advanced” option allows for tasks to be scheduled directly in the calendar. Changes in Outlook are tracked. Moves are only allowed within the deadline and deletions lead to a status change and notification. To enable this option, you need to grant access rights to the service “ISOPlanner API” to read and write everyone’s calendar.
When you enable SharePoint integration for the first time, you will be asked to authorize on behalf of you or your company. When you choose to to authorize only for yourself, all other users are also asked to authorize. You need to be an Azure administrator to authorize on behalf of your company.
The “SharePoint libraries” option allows managers to create categories of type “Document Library”. These categories can contain links to documents on SharePoint, in a pre-defined folder. Users can select documents directly from these document libraries to link to tasks, controls or risks. Users are also able to upload to these libraries.
The “SharePoint Lists” option allows managers to create categories of type “Custom List”. These categories can contain all kinds of self-defined data such as assets or suppliers and are managed via SharePoint. The user can select items from these lists to link directly to tasks, controls or risks.
The “SharePoint Pages” option allows managers to create categories of type “Page Library”. These categories can contain pages with content that supplement entities like objectives, requirements and risks and are managed via SharePoint.
The “SharePoint Reports” option allows generated reports to be based on a Microsoft Word template on SharePoint, automatically uploaded to the chosen SharePoint location and automatically converted to PDF format. SharePoint libraries integration must be enabled first so that you can view the reports afterwards.
The “Show items in the library in a preview window” option, when enabled, will remove the “Open in SharePoint” button from SharePoint items shown in ISOPlanner. It is advised to keep this option disabled unless you don’t want users to open content in SharePoint.
With Teams integration you get access to Apps that you can activate in Teams and help you with your daily work.
The “Teams Knowledge base App” option allows managers in the library to build the knowledge base. In Teams, a tab can be added to a channel that shows the information from the knowledge base.