Train on access history
Start with the customer’s SharePoint permission export. Check the examples and train a model on their existing access decisions.
FOR CONSULTANTS & SERVICE PROVIDERS
Your expertise.
Each customer’s own AI.
Help customers turn the decisions they already make into models that handle the next ones. Start with SharePoint access and file permissions, then build on the workflows you know best.
Become a partnerReselling, on a marketplace, or delivering services? Partner materials →
Available on AWS Marketplace and Microsoft Marketplace.
SHAREPOINT ADMINISTRATORS & MICROSOFT 365 CONSULTANTS
Make past access decisions useful for the next file.
Your customer already has a history of who can access which files and sites. StayCharted AI Model Trainer learns from that history to suggest permissions for new items, with confidence scores to help your team decide what needs review. Your customer’s team signs in with their Microsoft 365 work accounts.
Suggest groups and access
Model who should have access to new files and sites, or which groups a new starter should join. Test the model before putting it to work.
Review, then apply
Use confidence and review cutoffs to guide checking. Apply approved suggestions through your own workflow, including Power Automate, ServiceNow or the API.
StayCharted supplies suggestions. You control what changes in SharePoint, and approve any suggestion that would widen access.
Choose how you organize customer work.
One account. Multiple customer workspaces.
Use a workspace for each customer. Keep their training examples, models and day-to-day work together, and manage access through workspace membership and roles.
Separate accounts for schema isolation.
When complete schema isolation is a requirement, use a separate account for that customer. Tell us about their requirements in your partner request so we can discuss the right setup.
Plans and allowances apply per workspace. See plans →
Whoever sets up a purchase chooses the account and workspace it pays for. A customer can own the workspace and invite you, or you can hold it and invite the customer’s team.
Build a service around the full workflow.
Prepare and train
Help customers choose a recurring task, organize past examples, check labels and measure how well the model performs.
Connect and automate
Connect model answers to the customer’s systems through the API. Map suggestions to their approval and application process.
Review and improve
Help teams review uncertain answers, correct examples and retrain as their needs change. Extend into document categories, request routing or invoice coding.
API access and the Review Queue are available on Essentials and Business.
Partner questions
Who is the StayCharted partner page for?
SharePoint administrators, Microsoft 365 consultants, managed service providers and implementation teams that help customers turn past decisions into repeatable classification and permission-suggestion workflows.
Can I manage multiple customers with one account?
Yes. One account can work across multiple workspaces. Use a separate workspace for each customer’s models, examples and work. If a customer needs complete schema isolation, use a separate account.
Does StayCharted change SharePoint permissions automatically?
StayCharted suggests access based on past decisions. Your integration applies approved suggestions in SharePoint. Review suggestions that widen access before applying them; a model’s confidence does not replace authorization.
Can partners build workflows beyond file permissions?
Yes. Windows file share (NTFS) permissions and access requests in ServiceNow work the same way. Train on labeled examples to categorize documents, route requests, select approved reply types or code invoice fields. Use files, Google Sheets or the API according to the workspace’s plan.
LET’S WORK TOGETHER
Bring your customer workflow.
Tell us who you serve, what you want to automate, and how you want to organize customer workspaces. We’ll discuss how StayCharted fits your services.
Prefer email? partners@staycharted.com