SharePoint/OneDrive Integration Troubleshooting

Common Setup Issues

Why do users receive an “Unauthorized” error after enabling the integration?

If users encounter an “Unauthorized” error, it may relate to your Azure AD configuration. Here are a few factors to check:

• Confirm users are logging in to SharePoint with the same email address associated with their Harvey account.
• If tenant-wide admin consent was granted: Ensure permissions (AllSites.Read, MyFiles.Read, and Files.Read.All) cover all necessary SharePoint/OneDrive access.
• If user assignment is required: Check that users have been assigned to the Harvey-SharePoint Active Directory App, either directly or through a designated group.
• In Harvey, try simplifying the resource URL in your settings. Remove any extra directories from the URL to ensure it points directly to the root of your SharePoint site.

For example, update:

https://harveyai.sharepoint.com/harveyai

to:

https://harveyai.sharepoint.com/

This can help prevent authentication or permission errors.

Is tenant-wide admin consent required for SharePoint integration?

Tenant-wide admin consent is optional but can simplify the integration experience and improve predictability. To grant consent, follow these instructions.

Can I restrict SharePoint access to specific users?

Yes, Admins can configure access restrictions in two ways:

1. Azure AD User Assignment: Set the Harvey-SharePoint App to require user assignment, limiting access to specified users.
2. Harvey Assistance: Contact your Harvey Customer Success Manager to override access settings for select users within your workspace.