To successfully deploy Compliance Tracker 365, ensure your account has sufficient access to your Microsoft 365 tenant. These permissions are required to install the app and configure the SharePoint features it leverages.

Minimum Permissions Needed

• SharePoint Administrator + User Administrator or Global Administrator
  Approve access to Microsoft 365 APIs. Optional but recommended for smoother setup — Learn more of this feature here

• SharePoint Administrator
  Create and configure an App Catalog if one doesn’t already exist. See Tenant App Catalog and Site Collection App Catalog for more information

• Power Automate License
  At least a Power Automate Free license is required to deploy the CT365 Management Solution.

• Service Account Access
  A service account must have access to the relevant site collections for solution connectors during deployment.

• Term Store Contributor
  Permission level needed to update and create terms.

• App Catalog Full Control
  Full Control permission in the App Catalog site collection where the Compliance Tracker 365 SharePoint package will be uploaded.

• Site Collection Administrator
  Admin rights in the site collection where you plan to add the Compliance Tracker 365 app.

📚 Helpful Resources

• Learn how to assign or verify Admin roles for a user
• Learn how to set SharePoint permission levels
• Learn how to manage Term Sets

🔐 Choosing the Right Deployment Account

Depending on your setup, you can:

• Use lowest‑privilege accounts
  Restrict deployment to roles such as Power Platform Administrator and SharePoint Administrator for a more secure, least‑privilege approach.

• Use a Global Administrator account
  Assign the Global Administrator role to a single account to handle all deployment tasks in one place.

Choose the option that best balances security and convenience for your organization.