Navo for SharePoint has a more involved setup process than any of our other platforms. This guide covers how to setup Navo for SharePoint, as well as some of the unique Navo for SharePoint features. Before you start setting it up, there are a few things to keep in mind:

  • Navo for SharePoint only works for Navo accounts that are connected to Microsoft 365.
  • If you haven't already gone through our Getting Started Guide, you'll want to do that so you have a good understanding of how Navo and the admin centre work.
  • Using Navo for SharePoint requires a one-time acceptance of higher permissions that must be granted by a global administrator.
  • Due to SharePoint being a bit inconsistent, based on the time of day and age of tenancy, setting up Navo for SharePoint can take from 5 minutes to 2 days. If you run into any problems, feel free to reach out to our support and we’ll help you troubleshoot any issues. 

Overview

Setting up Navo for SharePoint involves three basic tasks:

  1. Setting up your SharePoint environment
  2. Adding Navo to site collections
  3. (Optional) Adding SharePoint specific features to your menu

Once Navo for SharePoint is setup in your tenancy, you'll be able to use the Manage SharePoint page to add Navo to sites and patch your version of Navo periodically. The Manage SharePoint page also has an automated walk-through for setting up SharePoint.

Setting up your SharePoint environment

The Manage SharePoint Page will walk you through the following steps. If you've recently created your SharePoint tenancy, you may see a warning saying it can't be found. In that case, it's best to wait a day or two for everything to shake out.

  1. Open the Manage SharePoint Page. Once there, you should be a button to accept higher permissions. These permissions allow us to manage your SharePoint tenancy, and must be granted by a Global administrator. You can read more about these permissions here.
  2. After you accept the permissions we need to determine if you have a global App Catalog. If you've recently created your App Catalog, it may take an hour or two for Navo to detect it. Or, if you don't currently have an App Catalog, we have instructions her on how to make one. Once your App Catalog is made, you can use the Check for App Catalog button to check for your new App Catalog.
  3. Once Navo has detected an App Catalog, you need to add the Navo for SharePoint app to your App Catalog. To do so, click the Connect Navo button.
  4. The final step is to accept Navo's SharePoint API permissions. You can accept these by going to the API Access page in your SharePoint admin centre. You can read more about these permissions here.
  5. Now that you've completed the previous steps, you're ready to start adding Navo to sites.

Adding Navo to Sites

Once Navo for SharePoint is set up and ready to go you need to add it to your sites. You can also enable Tenant Wide Mode to add Navo to every modern SharePoint site in your tenancy.

  1. Open up the Manage Sites page. You can also find a link to it on the deploy screen screen_share.
  2. Look through the table to find the site you're looking for. You can filter the table or use search to help file the site.
    • Searching looks through both the title and the site URL
  3. Once you find the site you want to add Navo to, click the switch to enable Navo on the site.
    • If Navo is already enabled on a site, you can click the switch again to disable Navo on the site.

There are some sites that don't show up on the Manage Sites page. In those situations, you can click the Can't find your site? button and enter in the URL of the site directly to turn Navo on or off.

SharePoint specific features

After you've setup Navo for SharePoint, you can start editing your menu to take advantage of some SharePoint specific features:

Updating Navo for SharePoint

Occasionally, you may be prompted to update Navo for SharePoint. To update Navo for SharePoint, all you need to do is open up the Manage Sites and click the Connect Navo button again.