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Power Automate and SharePoint Permissions

Power Automate and SharePoint Permissions

Set/Change Security on items using Power Automate (Flow)

 

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Level: Intermediate - Advanced

 

Hello!

 

If you're new to Power Automate (Flow), this post might be a little confusing.

 

So, please feel free to check out any of our other blog posts to help you get started with Power Automate (Flow)!

 

As always, if you have any questions, feel free to shoot us an email at: ben.fetters@sovereignsp.com

 

We'd be happy to answer any questions you have!

 

If you'd rather watch a video about this, click here to watch the video about this post on our YouTube Channel

 
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Introduction

 

If you've used SharePoint designer before, you know how easy it is to change item level permissions by first breaking the inheritance (List/Library Level Permissions on the item/file) and then adding new permissions for a person, people, or a specific SharePoint Group.

 

In this post, we'll be going over how to do all of these things using Power Automate (Flow)!

 

This post will also help you become more aware of what Power Automate is capable of as well as replace more of your SharePoint Designer workflows - if that's what you're trying to do, of course.

 

Now a fair warning.

 

This solution does require a bit more "coding" or whatever you'd like to call it. But be assured, once you've done this a few times, it will make much more sense and you'll have it down in no time.

 

Take it from me, who learned Power Automate and Power Apps without any previous coding knowledge AT ALL.

 

Because of this, I hope my explanations of what we'll be doing will make more sense to you, as it has only just recently made sense to me.

 

Using the Security Setting Actions Already Available

 

That being said, if your situation isn't too complex, you might be in luck. Power Automate has a few "Security Actions" that allow you to do simple permission changes as you can see below:

 

Stop Sharing.jpg

 

Stop sharing an item or file

Delete all links giving access to an item or a file and remove all people with direct access except for owners.

Click to Learn More

 

Grant Access.jpg

 

Grant access to an item or file

Grant access to an item or a folder in SharePoint to specific people.

Click to Learn More

 

 

I imagine there will be a day when Power Automate will just have available all the permission actions that are needed, but for now, we can at least be grateful for HTTP request that can get the job done for now.

 

Using HTTP Requests to Change Item Level Permissions

 

If you haven't heard anything about HTTP Requests, here's the simple run down:

 

HTTP Requests essentially add, update, and get data. They do more than that, but for our purposes, we'll just keep it to these three things.

 

So, as you can imagine, we're going to be using the Send HTTP request to SharePoint. To help us change the permissions (update data) for a specific item in SharePoint.

 

The great part about them HTTP Requests is that they can be customized to do more than just the Out-of-the-box functionality that the Stop sharing an item or file or Grant access to an item or file have to offer.

 

Of course, this does make them more complicated and tricky to implement correctly.

 

That being said, if you follow these next steps, you should be updating your permissions in no time. And hopefully learn a little on the way.

 

Let's get started!

 

Step 1 - Break Inheritance

 

If you don't know what breaking inheritance means, remember that breaking inheritance on an item in SharePoint means that the item (or file) will no longer "inherit" its permission settings based on the list (or library).

 

So, if your list/library has permissions set to a specific group, all the items/files/folders will "inherit" that permission setting and have the same permissions, unless the inheritance is broken and you want its permission settings to be something else (which of course we do).

 

Essentially, breaking the inheritance means the item/file won't have any permission settings for the moment.

 

Without further delay, let's see how to do this using an HTTP Request:

 

HTTP Break Inheritance.jpg

 
  1. Add the action Send an HTTP request to SharePoint.

  2. For Site Address, select or enter the site where your list or library is.

  3. For the method, choose Post (this means we're sending information to the server and asking it to store it somewhere or make a change).

  4. For the Uri, type in the following:

 

_api/lists/getByTitle('<Your List Name>')/items(<Item ID>)/breakroleinheritance(copyRoleAssignments=false,clearSubscopes=true)

 

Make sure that you replace <Your List Name> with your own list name and that you put in the item ID of the item you are wanting to break inheritance on instead of <Item ID>.

 

The request should handle any spaces in the name, but if doesn't, you may need to add "%20" instead of spaces. (Example: "Your List Name" would look like "Your%20List%20Name"

 

Tip: try running your flow on a test item and check the permissions to make sure the inheritance was broken correctly.

 

Step 2 - Get the Role Principal ID of the Group or Person you want to Add Permissions for  

 

The next thing we need to do is get the Principal ID of the group or person that we want to set the permissions for.

 

We need this Principal ID so that SharePoint will know what group we're setting the permissions for.

 

For example, if I have a group named "Sovereign Employees Group" that I want to just be able to just have Read rights, I would first need to get the Principal ID of the "Sovereign Employees Group".

 

Luckily, we can do this using an HTTP Request.

 

  1. First, we need to Initialize a Variable so that we can store the Principal ID somewhere.

 

So here, all we need to do is use the Initialize Variable action, give our variable a name (I'd call it something like varGroupNameID to keep things more organized), and make sure that the variable type is an Integer.

 

(See Below)

 

Initialize Variable.jpg

 

  1. Next, we'll use an HTTP request to get the Group or User Principal ID

 

To do this, we'll just use the Send an HTTP Request to SharePoint action

 

However, since we're either setting the permissions to a SharePoint group or User, there are two different scenarios we'll need to cover.

 

Group Principal ID
Get Group ID.jpg

 

User Principal ID

Get User Principal ID.jpg

 
  1. Add the action Send an HTTP request to SharePoint.

  2. For the Site Address, select or enter the site where your list or library is.

  3. Make sure the Method is Get, this means that we're "Getting" data back from SharePoint.

  4. For the Uri, type in the following:

 

Group: _api/web/SiteGroups/getbyname('<Group Name>')

 

User: _api/web/SiteUsers/getByEmail('<User Email>')

 

Of course, remember to replace <Group Name> with the name of your group or replace <User Email> with the user's email.

 

The request should handle any spaces in the name, but if doesn't, you may need to add "%20" instead of spaces. (Example: "Your Group Name" would look like "Your%20Group%20Name"

 

  1. Now, we will set our variable that we initialized (see Step 1.1) to the principal group or user ID that we retrieved from the previous HTTP request (see Step 1.2).

 

Whether you got a group's or a user's principal ID, this step will be the same.

 

To do this, we'll use the Set Variable action.

Set Variable Group ID.jpg

 

  1. Add the action Set Variable

  2. Select the variable you created in Step1.1 for the Name

  3. For the Value, you will need to add an Expression in order to get the Principal Group ID from the HTTP Request (see Step 1.2)

  4. In the text box for the expression, enter in the following: body('Send_an_HTTP_request_to_SharePoint_2')?['d']['id']

 

Of course, you'll need to change Send_an_HTTP_request_to_SharePoint_2 to whatever you named your action that is getting the Group Principal ID. In may case, it was called, "Send an HTTP request to SharePoint 2". You will also need to make sure you replace any spaces with "_".

 

  1. Hit okay.

 

If you did this correctly, you should see this: (see the screen shot below)

Set Variable Correctly.jpg

 

Step 3 - Set Security
 

Now for the moment we've all been waiting for… let's set the security!

 

To do this, as you already know, we'll be using the Send an HTTP request to SharePoint action

Set Permissions.jpg

 

  1. Add the Send an HTTP request to SharePoint action

  2. For the Site Address, select or enter the site where your list or library is.

  3. Make sure the method is Post (this means we're sending information to the server and asking it to store it somewhere or make a change). In this case, you already know that we're asking SharePoint to add permissions to a specific item/file.

  4. For the Uri, type the following:

 

_api/lists/getByTitle('<Your List Name>')/items(<Item ID>)/roleassignments/addroleassignment(principalid=<Principal ID>,roledefid=<Permission Setting>)

 

Make sure that you replace <Your List Name> with your own list name and that you put in the item ID of the item you are wanting to break inheritance on instead of <Item ID> as you did when you were breaking the inheritance.

 

Also, make sure you change <Principal ID> with the variable we set to the Group/User Principal ID (see screen shot above).

 

As for the <Permission Setting> part, there are different series of numbers you can set that will mean different things (see what I put in the screen shot above).

 

Here's a table showing what each number series will do:

 

Full Control------1073741829

Design-----------1073741828

Edit---------------1073741830

Contribute-------1073741827

Read-------------1073741826

View Only--------1073741924

 

Need to Find the Custom Permission Role Definition ID?

 

Here's how you do it! You'll need to type in your browser:

 

https://site-url/_api/web/roledefinitions

 

Of course, remember to replace "site-url" with your site url.

 

It will look a little interesting with a lot of text, but you should be able to find the name of it as well as the Role Definition ID that you need. (Pro tip: if you do "ctr F" to find text, you can simply type the name of your custom permission to find it faster) 🙂

 

Conclusion

 

Thank you so much for reading this post!

 

You learned a little bit more on how HTTP Requests work as well as how to set permission levels in SharePoint!

 

Here's what the final Flow looks like:

Final Look.jpg

 

(Remember you can get either the ID of a User OR Group as explained earlier in this post)

 

Please, if you need any help with implementing this, totally feel free send us an email! ben.fetters@sovereignsp.com It's always great to hear from you.

 

Power Apps and Power Automate Services  

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If you're thinking about any of these services but just aren't sure yet, feel free to email us explaining the situation and we can let you know what we could potentially do for you as well as answer any questions you have. Our Services

 

In the meantime, check out some more of our videos and posts!

 

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Have a great day,

  Ben Fetters
 
Comments

@BenFetters do you know if this works for downgrading a permission? Say the person already has contribute rights and I want to change them to read rights? Let me know, thanks!

Hi @roedimat, that is possible! Though this is how I would do something like that. I would first use the "Stop Sharing an Item or File" action on the item that you're changing the permissions of. This will reset all the permissions on the item or file except the site owners. Basically, it will blank out the permissions and just leave the site owners group. Then, after that, you can add the http request to set the permissions to read or whatever you're changing them to.

 

So, it is a bit more time consuming especially if you're just wanting to change the permission settings for one group or user. But, that is what we have done at the company I'm at and it has worked well. Basically every time we need to change the permissions in the process we just reset all of them and add them all back with any changes. Copying an action to your clipboard makes it faster though which is nice.

 

Did that answer your question? And if any of that didn't make sense let me know and I'd be happy to explain it better! 

@BenFetters I thought about this solution as well, but I don't believe it will work in my situation. I will keep looking for a solution. Thanks for the info!

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