Document Storage Integration (Google Drive & OneDrive)

Available from: v1.0.46

The platform integrates with leading cloud storage providers — Google Drive and Microsoft OneDrive — to bring document management and collaboration into your HR, finance, and operational workflows.

Overview

Instead of switching between your cloud storage provider and the platform, you can now access, manage, and share documents directly within the platform. Security controls configured in your organisation remain in effect, so there is no compromise to your governance posture.

Supported Providers

Provider	Status
Google Drive	✅ Supported
Microsoft OneDrive	✅ Supported

Key Capabilities

Document Access — Browse and open documents stored in connected Google Drive or OneDrive accounts without leaving the platform.
Document Sharing — Share documents with colleagues through the platform's existing collaboration tools, backed by cloud storage links.
Security & Access Controls — The integration respects your platform's permission model. Users only see documents they are authorised to access.
Seamless Collaboration — Teams can work together on documents in real time using the native capabilities of their chosen cloud storage provider.

Setting Up the Integration

Prerequisites

Administrator access to the platform.
A Google Workspace account (for Google Drive) and/or a Microsoft 365 account (for OneDrive).

Steps

Navigate to Settings → Integrations → Document Storage.
Select the provider you want to connect (Google Drive or OneDrive).
Click Connect and complete the OAuth authorisation flow with your provider credentials.
Once authorised, the integration is active for your organisation.
Repeat for additional providers as needed.

Note: Each provider must be authorised separately. Organisation-level authorisation applies to all users, subject to their individual cloud storage permissions.

Security Considerations

The platform uses OAuth 2.0 to connect to cloud storage providers — your credentials are never stored directly.
Document-level access is governed by both the platform's role-based access controls and the permissions set within Google Drive or OneDrive. Users require access in both systems to view a document.
Administrators can revoke the integration at any time from Settings → Integrations → Document Storage.

Frequently Asked Questions

Can users connect their personal Google Drive or OneDrive accounts? No. The integration is configured at the organisation level by an administrator. It connects to your organisation's Google Workspace or Microsoft 365 tenancy.

Does this integration sync or copy documents into the platform? No. Documents remain in your cloud storage provider. The platform provides access and linking capabilities — it does not duplicate or migrate files.

What happens if a user's cloud storage permissions change? Changes to permissions in Google Drive or OneDrive are reflected immediately. If a user loses access to a document in the cloud provider, they will no longer be able to access it through the platform.