SharePoint Integration and Power Pages Permission

Question

I am working on building a document management app in Power Pages to allow users to review invoice information for their account.

While adding the SharePoint integration as a file location I followed all the steps for enabling the SharePoint server location, setup the table management, enabled SharePoint integration for the environment and solution, setup the table with document management and then added the required table permissions for access, but I still get the access error "you don't have permissions to view these files and folders in the documents grid.

Is this a service that requires specific licensing or is there additional user permissions required to setup on the SharePoint side for users that are currently still Power Pages internal/local users (Jim Glenn (sample) et. al.) I was under the impression it used my administrator access for the connection but limited visibility of the records by table permissions.

Additionally this is still a developer environment and I thought it might require a fully licensed instance of Power Pages to integrate?

Any and all suggestions on ways to go about troubleshooting/resolving this are welcome. I have exhausted every related resource I have found so far.

Answer 1

The error on the documents grid is caused by missing or incomplete table permissions in Power Pages or by broken SharePoint site/document-location configuration, not by a special license requirement.

Power Pages uses the website’s Microsoft Entra application and Dataverse table permissions to control access. Even in a developer environment, SharePoint document management works as long as:

1. SharePoint integration is correctly enabled for the environment and tables.
2. The correct parent and child table permissions are configured and assigned to the web role used by the portal user.
3. The SharePoint site and document location URLs are valid.

Use the following checks and fixes:

1. Verify SharePoint integration and table document management
   • Ensure the environment has SharePoint integration enabled as described in the document management steps: enable document management functionality, set up SharePoint integration from Power Platform admin center, and enable document management for the specific tables that store invoice records.
   • Confirm that the table used on the basic or multistep form has document management enabled.
2. Confirm parent table permission on the invoice (or account) table
   • Go to Security → Table permissions in Power Pages.
   • Ensure there is a table permission for the table used in the form (for example, the invoice or account table):
     • Table: the table bound to the form that shows the documents grid.
     • Access type: appropriate for the scenario (for example, Contact, Account, or Global, depending on how portal users relate to the records).
     • Permissions: at minimum Read and Append to; add Write if uploads are required.
     • Roles: assign the web role that the portal user (internal/local user like “Jim Glenn (sample)”) has.
3. Create the required child table permission on Document Location
   • For each parent table permission, a child permission on Document Location is required:
     • In the parent table permission, open the Child permissions tab and select + New.
     • Table: Document Location.
     • Relationship: select the relationship that links the parent table to Document Location.
     • Permissions:
       • For read-only access: at least Read.
       • For upload: add Create, Write, and Append.
       • For delete: add Delete.
   • Save the child permission. Without this child permission, the documents grid will show a permission error even if the parent permission exists.
4. Validate SharePoint site and document location URLs
   • If the SharePoint site was renamed or moved, or if document locations are broken, users can see permission-related errors.
   • In the model-driven app, go to Settings → Document Management → SharePoint Sites and validate the site URLs. Fix any invalid URLs by updating the Absolute URL and saving.
   • Use the troubleshooting guidance for document management issues to ensure the document library and folder paths expected by Dataverse still exist.
5. Licensing considerations
   • The documentation describes SharePoint document management as supported with SharePoint Online and server-based integration. It does not state that a special Power Pages license beyond the environment’s ability to use SharePoint Online is required for the documents grid to function.
   • Developer environments can use this integration as long as the above configuration steps are completed.

If the documents grid still shows the permission error after confirming the parent and child table permissions and validating SharePoint URLs, re-check that the portal user’s web role is correctly assigned and that the role is included on the relevant table permissions.

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References:

• Manage SharePoint documents
• Troubleshoot SharePoint integration
• Troubleshooting document management issues
• Tutorial: Configure the rich text editor control on Power Pages

Answer 2

Shortly after posting this question I found one additional resource with a description that provided the answer to my issue, the table permissions we ultimately incorrect, and using the Document Location table permissions rather than the SharePoint Document table permissions resolved the access disconnect.