If you are the global administrator of your Microsoft account, you can enable backups as described below. If you are not, please create an administrator account in SingleCase first.
1. On the Settings -> Backups -> Regular Backups to Sharepoint page, click the toggle.
2. You will be automatically redirected to the Microsoft page, where please log in with an account with global administrator rights.
3. The system will then ask you to agree to the permissions for the SingleCase application. Agree.
4. After granting consent, you will be redirected back to the SingleCase administration. At this point, a security alert is sent to all colleagues in the Manager role. At the same time, the first backup is started.
5. After the first (and every subsequent) backup is created, a notification of the successful completion of the backup is sent to the same recipients along with a direct link to the repository. The same link is now also displayed in the administration, along with the date of the last backup.
6. By default, access to the backup site is not shared — not even with the user who enabled the backups. If you click through to the SharePoint site link and see the message "You need permission to access this site" (Access Denied), the relevant users need to be added as members of the site.
This step must be performed by a SharePoint administrator (usually the global or application administrator of your Microsoft account) — only they have access to the SharePoint admin center. If you are not one, ask your IT administrator to add you.
a. Open the SharePoint admin center → Sites → Active sites.
b. Select the backup site (e.g. "SingleCase Backups").
c. Go to the Membership → Members → Add members tab and add yourself and any colleagues who should have access to the backups. (Colleagues who only need to view the backups can be given read permission / the Visitor role.)
Note: On the Microsoft side, granting permissions may take a short while (usually a few minutes, in rare cases up to an hour) before access takes effect. After that, you'll be able to open the site without the error message.