Configure SharePoint API permissions

SharePoint admin can configure API permissions. This configuration helps in excluding block sign-in users, excluding hidden users in GAL, excluding shared mailbox users of O365, syncing mobile numbers from azure AD.

To confiure SharePoint API permission follow the below steps:

1. Click on Click Here link in settings, which redirect to SharePoint admin centre access API page.
   

   




2. There you will find three Microsoft graph under organization-wide. Select and click on Approve one by one for all three Microsoft graph.
   

   

Sync unlicensed users

Show external users

Organizational Chart

In the organization chart, the signed-in user can view their reporting or relationship hierarchy in the organization.

You also download the organization chart by clicking on the print icon.

It is the individual organization chart of the user. It displays the hierarchy of the users, to whom the user reports, and who reports to the user.

You can also download the organization chart by clicking on the print icon.

Sync employee profile images

Here we have 3 option to sync the images namely SPO, outlook and ED.

In case if you select outlook or ED options, if image is not available for outlook or ED, image from SharePoint user profile if exist.

ED: Change the source of profile images, you can use custom images by placing images in image library.

Click on click here, redirect to image library upload the images. Format of image is -username@domain.com.jpg

Sync and display mobile number from azure

Sync employee profile images from: This works, if SharePoint API is enabled.
It syncs mobile numbers from azure. If the mobile number is not available in azure, it displays the mobile number if exists in the SharePoint user profile.

User presence

Auto load instead load more button

If you enable this, users can load more records automatically on scroll or on click of load more button.

Hide side navigation panel in SharePoint page

If you enable this, the side navigation panel of the SharePoint page will hide.

Hide webpart title in SharePoint page

If you enable this, the webpart title of the SharePoint page will hide.

Custom css for webpart to remove spaces

If you enable this, extra space on the screen will hide and displays more profiles on the screen.

Record to load

Load number of profiles on refresh or first-time page load, you can select 25 or 50 or 100. Higher numbers come with additional page load time, please select wisely.

Birthday and anniversary templates

On the birthday and anniversary of the user, the user will get notifications. This works on the Power Automate setup. Here you can customize the email template, which will get notified to the users on their birthday or anniversary.

Here you can change template body format for Birthday template and Anniversary template

1. Select the template (Birthday or Anniversary template) for which you want to edit as per the requirement.

2. As per requirement, edit the message, add placeholders and upload the image.

3. Finally, Click on the Save button.

How to make birth date and hire date property searchable in SharePoint People Search

The below configuration is for the “upcoming birthday and work anniversaries” feature that could be made searchable within SharePoint.

https://YourTenantName-admin.sharepoint.com

Before we begin, there are some basic prerequisites.

(a) This is applicable to Office 365 environments.

(b) Login user should be a SharePoint Admin to access the SharePoint admin center.

A. How to make a birth date property searchable?

Go to the admin center with the below URL.

https://YourTenantName-admin.sharepoint.com

YourTenanatName – Replace your tenant’s name from the above URL.

Click on More features from the side navigation panel and search as mentioned in the below image.

Select the Manage search Scheme.

Search word “refi” in managed property search, all refinable date properties would be displayed, finally click on RefinableDate00

Scroll the page to bottom and search for Add a Mapping option, click on the same, finally you would be directed to crawl property selection.

Now search for birthday as shown below:

Select the PeopleSPS Birthday and click on OK button.

Once the PeoplesPS Birthday mapped, finally click on OK button

Search word “refi” in managed property search, this will list refinabledate properties then click on RefinableDate01

Scroll the page to bottom and search for Add a Mapping option, click on the same, finally you would be directed to crawl property selection

Search for Hire

Select the PeopleSPS-HireDate and click on OK button.

Once the PeopleSPS-HireDate mapped, finally click on the OK button.

Once the birthday and hire date are mapped, please wait for 8 to 24 hours and You should be able to check the upcoming anniversaries feature in Employee Directory.

Custom fields

From this setting you can create custom column in Employee Directory 365. You can add custom fields and sync details from Azure AD and SPO location.

1. Go to custom fields and click on Action button, select AD Properties, enter Property Name, select the Filterable checkbox. You can display a custom property as a textbox or a dropdown. You can also select the Display in Grid View if you want to show these properties on the profile card in grid view. By selecting the Hide checkbox, you may also hide custom property.

   
   
   
   



2. The added custom field will be displayed on the Home Page. The custom field property also will dispaly on the Profile Card.

   
   
   

1. Go to Add tab, select SPO Properties and enter Property Name.

   
   
   
   

2. The added cutom field will be displayed on the profile card.

   

Edit: From here, you can edit the custom field. Click on the edit icon under action. Update the AD and SPO properties and property names as per requirements. Finally, click on the Update button.

Delete: From here, you can delete the custom field. Go to the delete tab, and select the checkbox under action. Finally click on the delete button.

Extend custom fields search capability

Enable the Extend custom fields search capability toogle from the Advanced Settings.

Please enable this feature incase you wish to search by 'starts with', 'ends with' or 'contains' and only incase employees are under 3000 count.

Extend mobile number and phone number search capability

Enable the Extend mobile number and phone number search capability toogle from the Advanced Settings.

Please enable this feature incase you wish to search by 'starts with', 'ends with' or 'contains' and only incase employees are under 3000 count.

Image Profile Tag

You can follow these steps to add image profile tag on the user profile:

1. Firstly go to sharepoint and then click on Admin.

   




2. Go to the Exchange admin center, click on recipients from the left navigation panel.

   
   
   
   




3. All users are viewable under mailboxes. Select more options by double-clicking the user's display name.

   
   
   
   




4. Now click on edit icon

   




5. Once the Custom Attribute form has opened, enter the attribute in the attribute box and choose OK.

   




6. Now click on Save button.

   




7. In Employee Directory 365, you may generate image profile tags from the Advanced Settings. Navigate to Image Profile Tag and select configure.





8. It will then display the picture profile tag panel.

   
   
   




9. The image profile tag will appear on the user's profile card.

   
   
   

Custom Function

First click on the Advanced setting from the settings panle.

1. Now click on the AD attributes filter.

   




2. You can add Custom Function from the custom function panel. Click on the Add tab , now select property from the Add properties dropdown also add value in the Fetch text value field.

   




3. Now click on the Submit button and a Custom Function will be added.

   
   
   




4. By defining value in AD extension attributes , app will display only those records which matches the filter.

   

Executive Assistant relationship

Executive Assistant relationship:From here, you can show the assistant on the user’s profile card and executives on the assistant’s profile card.

First, add username address in extension attribute.

1. Go to the Exchange admin center, click on recipients from the left navigation panel.

   
   
   
   




2. Under mailboxes, all users are visible. Double-click the user’s display name and then more options.

   
   
   
   




3. Add the assistant username address in the custom attributes(3) and click on the OK button.
   In the same way, you can add to other users.

   

1. Go to the Settings> Advance settings> click on the Action button of Executive Assistant relationship.

   




2. Under Add tab, select the AD Properties and give the Property Name. Then, click on the Submit button.
   Here, we selected extension Attribute 3. Because in the Exchange admin center, the assistant username address is added in the custom attribute 3. And given the Property Name as Assistant which is meaningful.

   




3. Now go to the views in the settings and update the Executive label. Here, updated as Executives.

   

For users, their Assistant name shows in the profiles card.

The users are Executives shown in the profile card of the assistant as shown in below.

Employee info page

Employee info page: When you select the action button in advance settings, a panel with Employee info page will open.

You can define specific url in Azure AD extension attribute column, this setting will enable employee info page.Please refer here on how to setup up extension attributes.

From "Admin", go to the "Exchange admin center", Select the recipients by clicking. Click on the mailboxes now.

A pop-up will show when you click on the employee's name. Here, you may modify custom attributes and see personnel information.

On the employee's profile card, a spotlight will be added. The star sign will link you to a specific URL when you click on it.

Import non M365 users

From here, you can import non-M365 users. Added users will be displayed when you click on the non365 user's icon on the home page.

To import non-M365 users, follow below steps:

1. Click on Import button, this displays Add users using csv file.

   



2. Choose the data loaded CSV file from system and upload the file.

   



3. Finally click on Save button.