Permissions required to work with K2 Five for SharePoint
Below is a list of permissions required to use the K2 Five App. The table below describes what permissions are required based on what tasks you're performing.
Action | Required Permissions | Notes |
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Install the K2 Five app. | SharePoint: Full Control for the app catalog site | This is the app you install in the app catalog. You must have full control permission to add apps. |
Register and Configure the application via the K2 Registration Wizard, and trust the K2 for SharePoint Online app. |
SharePoint: Tenant Admin |
If you do not run the Registration Wizard for the first time under an identity that has Site Collection Administration rights, it fails when uploading the K2 Five App. The users and groups configured as Solution Designers and Solution Participants when activating the Site Collection are granted K2 permissions. |
Deploy the App | SharePoint: SharePoint Online Administrator/Site Collection Administrator on the app catalog site. | |
Activate the App | SharePoint: Site Collection Administrator for each site collection where the app will be deployed to. | |
Remove the App | SharePoint site: Full Control | The default Owners group typically has Full Control permission |
Run the Registration Wizard, Uninstall, Configure K2 Permissions and Synchronize Groups |
SharePoint site: Design |
The default Owners group typically has Full Control permissions which includes Design permissions. |
Action | Required Permissions | Notes |
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Add K2 Web Parts such as K2 worklist or K2 Forms viewer |
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Action | Required Permissions | Notes |
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Create and edit Data, Forms, Workflows and Reports |
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Action | Required Permissions | Notes |
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Start a Workflow, View a Workflow or access K2 Application User Pages (including Learn, Get Help, End User License) and running Reports.
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Sharing K2 Applications with external users – The ability to share K2 Applications with external users such as users outside an organization who can access SharePoint Online sites and documents but does not have a license for the SharePoint Online or Microsoft Office 365 subscription. |
Permissions based on Site Collection Group membership SharePoint: Full Control required to enable sharing on the app catalog
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Action | Required Permissions | Notes |
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To view and use K2 Web Parts. |
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Action | Required Permissions | Notes |
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Manage App Deployments, Registration wizard, Manage App Activations, End User License | SharePoint: Global Admin
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The users and groups configured as Solution Designers and Solution Participants when activating the Site Collection are granted K2 permissions. |
Access the K2 Management Page and administer the K2 environment | K2: Admin | Users require Admin permission in the K2 environment to access the K2 Management environment. |
To view Microsoft Permission scopes see the Applications topic for more information.