Connecting My Sharepoint Account

Please follow the step by step guide on how to connect a Sharepoint Account.

Connecting Your Account

• Login into your Genius™ account.

• Go to Settings, click on Content Sources section located at the top of the page.On right hand side click on Add button for Microsoft Sharepoint under Add Source section.

• A pop-up window will appear, describing the types of files Genius™ will analyze,click Continue.

• You will be redirected to a login page of Microsoft, please enter your Sharepoint credentials (or select the account) to log in (you can choose if you want to stay signed in or not, this does not impact the connection of Sharepoint account with Genius™).

   

  

  Requesting Approval

  • If you have an enterprise account where the admin needs to approve the app, you need to request access. If not please skip to the next step. Please enter a message for the admin to notify and click on Request approval. More Details of enterprise admin approval process .

• Genius™ will allow you the option to select which files from Sharepoint to analyze. Until you direct Genius™ to which files you choose to be analyzed, you will see the below “setup not complete” message in the Content Sources page of the Genius™ dashboard.

• To determine which files should be analyzed, navigate to the right pane of the window. You will see the below message describing your analysis options.

• If you select “Yes, use them all and continue,” Genius™ will analyze every applicable file in your Content Source and provide a success message.
• If you select “No, let me pick” you will be provided with options to either select which files you want to be analyzed or omitted from being analyzed.

• Selecting the “Allow List” option will allow you to choose each file to be analyzed. All other files in the Content Source will be not be analyzed by Genius™ and will not be used to answer Genius™ questions.
• Selecting the “Deny List” option will allow you to choose only the files you do not want to be analyzed. All the other files in the Content Source will be analyzed by Genius™ and used to answer Genius™ questions.

Verifying Success

You have successfully connected your Sharepoint account to Genius™. You will see a green banner in the top right of the Genius™ Dashboard confirming a successful connection. Verify by going into the “Content Sources” tab and checking the details under the “Connected Sources” section.