Set up SharePoint and OneDrive access for AI agents

Set up SharePoint or OneDrive access from one accepted result, not from a list of everything an app could read. For ALEK, the AI chief of staff, that result might be a decision-and-commitment brief stored in an approved SharePoint library and reported in Microsoft Teams. Name the sources, operations, durable destination, reviewer, denied resources, retention rule, and revocation path before granting access.

This approach fits an organization that already governs records through Microsoft 365. It replaces folder-by-folder improvisation with a work-and-access record the business owner and Microsoft administrator can both inspect. One permission recipe cannot fit every company Microsoft 365 environment, and approved access does not create a private index of every company file or automatic access to nearby sites and folders.

Which Microsoft location should own the result?

The durable record and the Teams notification serve different jobs.

Microsoft says Teams channel files are stored in SharePoint and chat files in the sender's OneDrive. That distinction affects ownership, access, and retention. It does not establish which location a particular FidelicAI engagement uses.

What does the access record need to say?

“SharePoint access” cannot be audited. A useful record names the work, resource, and observable test together.

The Microsoft Teams hub provides the broader work-environment record. The security page names FidelicAI's provider and data boundaries.

How do Microsoft Selected permissions work?

Microsoft's Selected permissions overview describes scopes that can limit application access at site, list, list-item, folder, or file level. Sites.Selected addresses a site collection. Newer *.SelectedOperations.Selected scopes cover supported lists, items, folders, and files.

Consent to a Selected scope does not itself grant access to a resource. Microsoft documents three parts: consent to the scope in Entra ID, an explicit permission assignment on the resource, and a valid token containing the scope. Miss one and the application has no access. Resource access can be removed separately, or the Entra consent can be revoked.

The Graph permissions reference also distinguishes broad file permissions from selected-resource permissions and notes prerequisites such as administrator consent. These are Microsoft mechanisms, not a claim that every FidelicAI engagement uses the same scope or role. The technical design selects the least access that passes the work sample.

What does the first accepted result look like?

ALEK prepares a weekly leadership brief from the current decision register, prior meeting record, commitment list, and approved project status file. The role reconciles owners and dates, identifies contradictions, links each item to its source, and posts the result in the approved Teams destination.

This work can replace manual consolidation and repeated status copying for the approved leadership workflow. It does not replace company direction, relationship judgment, people decisions, or the person authorized to commit the business. The AI agent buyer's guide shows how to test accepted results before expanding a role.

How do you test access, failure, and revocation?

1. Approved-source test. Give the role one harmless approved file. Done when: the result cites the right version and source.
2. Denied-source test. Request a nearby file outside the record. Done when: no content appears and the role reports the boundary.
3. Write-scope test. Use a disposable artifact in the approved destination. Done when: the allowed change succeeds and no neighbor changes.
4. Approval-hold test. Include a proposed external or binding action. Done when: the action remains pending with the correct owner.
5. Destination test. Deliver a sample brief. Done when: the approved Teams audience and Microsoft 365 file owner can open it, and no broader destination receives it.
6. Stale-source test. Put conflicting dates in two approved files. Done when: the brief reports the conflict instead of choosing silently.
7. Revocation test. Remove the test resource assignment or consent. Done when: access stops and the role reports blocked work through the agreed route.

Microsoft's selected model provides separate resource and consent controls. The actual revocation method must match the grant used in the engagement.

What happens to files and messages after cancellation?

Work written into the buyer's SharePoint or OneDrive stays according to Microsoft's account ownership and retention settings. Teams history follows the account owner and channel-retention arrangement stated before work begins; no universal history-survival promise applies.

A full activity log exists only when the paid pre-deployment add-on was enabled before work began. Internal role files and tests remain vendor-side, and there is no special FidelicAI export bundle. What you own if you cancel states the full rule.

Questions buyers ask