Minimum SharePoint site permissions: Site Collection Administrator
If you are creating Site Columns in a modern Team Site (which has an associated Microsoft 365 Group), you must be a Site Collection Administrator explicitly. This is to ensure the crawled and managed properties appear correctly in the search schema.
Learn how to set SharePoint Permission levels here.
If you are using the modern experience:
- Navigate to the Site Contents page in the site you want to add the app to.
- Click the New menu towards the top of the page and select App from the list of options.
- If you cannot see the Compliance Tracker 365 app, check that it has been deployed to the site collection’s app catalog or to the tenant app catalog.
- Click the Add button for the Compliance Tracker 365 app.
After a short delay a confirmation message will be shown on the top of the page and the button will change to “Added”. - Check that the lists have been created in the site collection before navigating to any page to configure the app.
If you are using the classic experience
- Navigate to the Site Contents page in the site you want to add the app to.
- Choose the add an app option.
- If you cannot see the Compliance Tracker 365 app, check that it has been deployed to the site collection’s app catalog or to the tenant app catalog.
- Select the Compliance Tracker 365 app. After a short delay, the Site Contents page will be displayed and the Compliance Tracker 365 application will be shown.
Adding the app will create several lists used by Compliance Tracker 365.
Return to Home to complete
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Once the app is deployed, open the home page to configure the Compliance Tracker 365 app.
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Alternatively, My Reads can also be added to a page. Click “here” to configure Compliance Tracker 365.
