#Get Started with Confide with SharePoint Embedded

This section walks you through the essential steps to get started with Confide with SharePoint Embedded, including how to sign in, familiarize yourself with the user interface, understand user roles, quickly share project documents or your own files with others, and view the objects other users shared with you.

#Sign in to Confide with SharePoint Embedded

You can sign in to Confide with a Microsoft 365 account. Your account will be automatically signed out if there is no activity for 1 hour, and you can sign in again.

#Sign in with Your Microsoft 365 Credentials

To sign in to Confide with a Microsoft 365 account, complete the following steps:

1. Open the following URL in a browser: https://ent.confideshare.com.

2. On the sign-in page, click Sign in with Microsoft.

3. On the Microsoft 365 authentication page, enter an existing Microsoft 365 login ID and password.

   NOTE

   If you sign in with a local account, do not enter the account directly but proceed with the following steps:

   1. Click Sign-in options.

   2. Click Sign in to an organization.

   3. Enter the domain name of your organization you’d like to sign in to.

   4. Enter the email address.

   5. Enter the code sent to your email.

   NOTE

   When signing in to Confide for the first time or whenever there are updates to the application’s permissions, you must grant authorization to the AvePoint Confide with SharePoint Embedded application. Additionally, if a business user with the Microsoft 365 Global Administrator role selects the Consent on behalf of your organization option on the Permissions requested page during authorization, other business users will not be prompted to provide authorization.

   The following permissions will be requested.

   API	Permission	Type	Purpose
   Microsoft Graph	email (View users' email address)	Delegated	Read users' primary email addresses.
   Microsoft Graph	offline_access (Maintain access to data you have given it access to)	Delegated	Read and update the data users have given the app access to and refresh the token.
   Microsoft Graph	openid (Sign users in)	Delegated	Sign users in and read basic user profile information.
   Microsoft Graph	profile (View users' basic profile)	Delegated	Read basic user profile information, including picture, username, and email address.
   Microsoft Graph	User.Invite.All (Invite guest users to the organization)	Delegated	Invite guest users to the current organization.
   Microsoft Graph	User.Read (Sign in and read user profile)	Delegated	Retrieve signed-in user information.
   Microsoft Graph	User.Read.All (Read all users' full profiles)	Delegated	Retrieve and display user information.
   SharePoint	Container.Selected (Access selected file storage containers)	Delegated	Manage containers.

   NOTE

   If you are using the Microsoft 365 account to sign in to another app on the same browser, you will be automatically signed in to Confide.

4. Click Sign in.

#Sign in after Being Invited

As an external user, you can refer to the steps below to sign in to Confide with SharePoint Embedded after you have been invited to collaborate on a project or an object in the share center:

1. After being invited, you’ll receive a notification email from Confide.

   • If you are shared with files from the share center, click Go to share center in the received email to access the sign-in page.

     

   • If you are shared with project files, click Get Started in the received email to access the sign-in page.

     

2. On the sign-in page, click Sign in with Microsoft.

3. If you access the sign-in page by navigating to the product URL in your browser, you will need to locate the organization to which you have been invited.

   1. Click Sign-in options from the Sign in page.

   2. Click Sign in to an organization.

   3. Enter the domain name of the organization you have been invited for collaboration and click Next.

      

4. Enter your email address and click Next.

5. Enter the account verification code from the Microsoft email you received and click Sign in.

   

6. Click Accept to accept the required permissions and sign in to Confide with SharePoint Embedded.

   NOTE

   This is only required for your first sign-in.

#Familiarize Yourself with Confide with SharePoint Embedded

After signing in to Confide with SharePoint Embedded, you will find the following buttons on the upper-right corner of most pages:

• Notifications – Click the Notifications button to view the notifications sent to you.

  Every time you open a project, if there are new notifications sent to you, the Notifications panel will be automatically expanded.

  • A number is displayed indicating how many new notifications there are.

  • You can click Dismiss all to dismiss notifications.

  • You can click the Notification history button to view notifications from the last 12 months, and then set a date range to filter notifications within that specific date range.

• Submit feedback – Click the Feedback button to submit feedback based on your experience while using Confide.

• Help – Click the Help button to view the business user guide for detailed instructions.

• Account – Click the account button to view your account information.

  • Click Personal settings to configure personal settings for your account.

    • Language – Click the language drop-down list to switch to another language. Currently, Confide supports the following languages: English and Japanese.

      NOTE

      If this is the first time you sign in to Confide (no language has ever been set), the language of your browser will determine the language that you see in Confide. If your browser uses a language other than English or Japanese, Confide will be displayed in English.

    • Date format – Select the date format you’d like to use in Confide from the drop-down list.

  • You can then click Sign out to sign out of Confide.

Collapse or expand the left pane navigation, and then select a particular section from the left pane to access that specific section.

The search box on the top allows you to find desired items. Enter the partial or full text of a specific property in the search text box, and then click the Search button. All matching items are displayed.

Within a specific project, you can use Global Search to search for files, folders, and tasks, and within the project. Note that there are different search scopes and search criteria on different pages. After you enter the partial or full text of a specific property in the search text box, matching items are displayed. You can also access the global search page to view all search results and perform operations on files.

File content is also searchable when file content encryption is not enabled. After entering a keyword, files that contain the entered keyword will also be searched out.

#User Roles in Confide with SharePoint Embedded

User roles in Confide with SharePoint Embedded are detailed below:

• Business Owner – Business Owners can add Project Leads to work on projects. If a Project Lead is no longer involved, Business Owners can delete the Project Lead. Business Owners can also create and manage projects like Project Leads.

• Project Lead / Project Admin – Project Leads can create projects and manage the projects they created. Project Admin can manage their projects.

• User – Users can work on files in the projects where they have been invited with permissions assigned.

#Share Objects with Others

Confide with SharePoint Embedded allows you to share project documents or your own files with others for secure collaboration.

• To share project documents, you can choose one of the following methods:

  • Share folders and/or files in the project library by adding the user to the project user group and granting them group permissions to the folders and/or files. For more information, refer to Create Groups and Assign Permissions and Invite Users to Collaborate on a Project.

  • Share a folder in the project library by generating a download/upload link. For more information, refer to Manage Files in Project Library.

  • Share a file in the project library by generating a download link. For more information, refer to Manage Files in Project Library.

• To share your own files, you can share files from the share center using one of the following methods:

  • Share permissions to folders and/or files.

  • Generate download link or Generate upload link to share a folder in the share center.

  • Generate download link to share a file in the share center.

  For more information, refer to Manage Objects.

#View Objects Shared with You

To view the objects shared with you from the share center, click Shared with me in the left pane under Share center. You can view the list of folders and files shared with you. For more information, refer to Shared With Me.

For the project documents shared with you, you can go to the project and view the list of shared documents in the project library. You can also find the shared documents by searching for the document name or properties in the search box on the top. For more information, refer to Manage Files in Project Library.

For the objects shared via links, you can click a shared link to access the shared object with the provided password.