{"versionId":"bbd00f11-668a-42a0-cc25-08deccbbfc9a","articleId":"74a9d5e4-4050-4d34-01c3-08debab00d97","title":"Set up Drive Sync for your organisation | Admin guide","tags":["integrations","System admin","Working with files","All articles"],"content":"

Drive Sync keeps assistant files up to date from SharePoint automatically. Before anyone can use Drive Sync, a system admin needs to complete a one-time Microsoft connection set-up. Read this article for guidance

Before you start

You need to be a system admin.
You need a Microsoft auth configuration already available.
Your Microsoft app registration must include the required Graph permissions.
Drive Sync must be enabled for your environment - contact us if you can't see Drive Sync under Admin > Tools

Set up Drive Sync

Open Drive Sync Settings

Sign in to Theta Assist as a system admin.
Go to Admin > Tools > Drive Sync.

Select the Microsoft auth configuration

Open the Microsoft auth configuration dropdown.
Select the auth configuration Drive Sync should use.
Click Save changes.

Theta Assist uses this configuration to authenticate with Microsoft 365 when running Drive Sync jobs.

Required Microsoft Graph permissions

The selected app registration must include:

Files.Read.All
Sites.Read.All

Without these permissions, Drive Sync cannot read files from SharePoint document libraries.

Disable Drive Sync

Go to Admin > Tools > Drive Sync Settings.
Select None (Drive Sync disabled).
Click Save changes.

While this is selected, scheduled Drive Sync jobs will be skipped, and it won't be possible to set up a new Drive Sync. Assistant editors will see this when they navigate to the Drive Sync Tab of their assistant:

What happens if the auth configuration is removed

If the selected Microsoft auth configuration is deleted:

Drive Sync automatically returns to a disabled state.
Scheduled syncs will fail.
Users may see an error saying Drive Sync auth has not been configured by an admin.

If this happens, select a valid Microsoft auth configuration on the Admin > Tools > Drive Sync page and save your changes again.

Next step for assistant editors

Once the admin set-up is complete, assistant editors can:

select a SharePoint site and document library
configure schedules and filters
run manual syncs
review sync activity in the Sync Log for their assistant.

You may want to share the editor guide with them once admin set-up is complete.

","description":"A guide for system admins to setup Drive Sync for their organisation","isMarkdown":false,"publishedOnUtc":"2026-07-02T00:54:35.3630162","modifiedOnUtc":"2026-05-28T04:12:47.8977573"}

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