The challenge
- Proposal work needed different access levels: full, edit-with-pricing, edit-without-pricing, and external.
- Manual SharePoint permission changes created delay, mistakes, and risk.
- External user access needed structured granting and logging.
Our approach
- Tabbed dashboard for Full, Edit With Pricing, Edit Without Pricing, and Non-QinetiQ Access.
- Guided flow: select proposal → folders → external users → confirm → trigger automation.
- Logged proposal, folder, user, company, status, and timestamp for external grants.
- Power Automate handled the permission-granting actions.
Results
4 tabs
Permission tiers governed
Guided
External access workflow
Logged
External grants with full metadata
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