Connect SharePoint

Give offgen read-only access to a SharePoint document library so it can import your slides, icons and images.

Connect a SharePoint document library, and offgen can import the slides, icons and images in it into your Library and keep them in sync. Access is read-only and limited to the sites you connect. Which folders are imported, and how, is set with offgen.json files.

Where: Settings → Integrations → SharePoint at app.offgen.ai · Who: admin task. You need the Owner or Admin role in offgen, or a custom role with the Integrations permission. Other members don't see SharePoint in Settings.

Who you need

Who	What they do	When
offgen Owner or Admin	Adds the site in offgen	Always
SharePoint administrator	Signs in with Microsoft and approves read access to the site	Always
Microsoft 365 Global Administrator	Grants admin consent for offgen once for your tenant	Only if offgen asks for it

Connect a site

Open Settings → SharePoint and select Add site.
Paste the SharePoint site URL, for example https://contoso.sharepoint.com/sites/Marketing. A link to one of its document libraries works too.
Select Connect with Microsoft. A SharePoint administrator signs in and approves read access to this one site. The sign-in is used only to set up the connection.
Back in offgen, Choose a document library opens. offgen reads exactly one library per connection. Pick the library that holds your slides and select Connect library. Default marks the site's default library, From your link the library from the URL you pasted.
The site now shows Connected and the library name. Select Browse files and open a folder to confirm that offgen can read it.

To use a second library of the same site, select Add site again and pick that library.

Check the status

Status	Meaning	What to do
Connected	offgen can read the library.	Nothing.
Action needed	offgen can't read the site. The message under the site says why.	See the causes below.
Not verified yet	Nobody has checked this connection yet.	Select Browse files.

Causes of Action needed:

Admin consent is missing. Your tenant hasn't granted offgen the Sites.Selected application permission. Select Grant admin consent in the message under the site and have a Microsoft 365 Global Administrator approve it. After a few minutes, select Browse files again.
offgen has no access to this site. offgen can sign in to your tenant, but this site wasn't granted. Connect the site again, or grant access manually.
Microsoft can't be reached. This is usually temporary. Select Browse files to try again.

Admin consent only enables Sites.Selected. On its own, it gives offgen access to no site at all.

Grant access manually

If your organization can't use Connect with Microsoft, open Grant access manually in the Add site dialog. It walks an administrator through three steps:

Add offgen to your tenant: a Global Administrator selects Grant admin consent once.
Grant read access to the site with Microsoft Graph Explorer, Azure CLI or PnP PowerShell. The dialog fills in the request URL, the request body and the commands from the site URL you entered.
Verify: select I’ve already granted access, then choose the document library.

Graph Explorer is the simplest option if you don't normally use Azure CLI or PowerShell.

Automated imports

The imports set up for your organization appear under Automated imports, below the connected sites. Each one has Check setup, Run now and History. offgen sets up an import for you. If you see No automated imports yet, contact support. To choose which folders are imported, see SharePoint import settings.

Disconnect a site

Select Disconnect next to the site. offgen stops reading it immediately and also tries to remove the Microsoft permission. You can connect the site again at any time.

SharePoint import settings: the offgen.json settings for each folder
Template library: where imported slides end up
Users, teams and roles: who has the Owner and Admin roles
How offgen secures your data on offgen.ai