Configure ArcGIS for Office

The advanced ArcGIS configuration settings are located in the Microsoft Office Backstage view. To access these settings, click the File tab on the ribbon in Excel or PowerPoint and click ArcGIS.

Advanced ArcGIS configuration settings

You can configure the following options using the Backstage view:

  • ArcGIS for Office resource files path—By default, ArcGIS for Office uses ArcGIS Online. To use ArcGIS Enterprise instead, type the file path for the location of the resource files on your ArcGIS Enterprise portal instance in the text box. For more information about using ArcGIS for Office with ArcGIS Enterprise, see Set up resource files for ArcGIS Enterprise. This setting is available only in Excel.
  • Check for updates—Check this box to automatically check for software updates. You'll be notified if a new version of ArcGIS for Office is available. This setting is available in both Excel and PowerPoint.
  • Participate in the Esri User Experience Improvement program—Check this check box to provide anonymous information about your system and how you use ArcGIS for Office. Uncheck the check box to opt out of the program. For more information, see Esri User Experience Improvement program. This setting is available in both Excel and PowerPoint.

ArcGIS roles and privileges

Organizations use user types to allocate accounts based on the privileges that members need. Members are assigned a user type when they are invited to the organization. The user type determines the privileges that are available to the member. To access all features of ArcGIS for Office, you must have an ArcGIS user type that includes privileges to create, analyze, and share content and own groups, in addition to other tasks in an ArcGIS Online organization or an on-premises ArcGIS Enterprise deployment.

A role defines the privileges that a member has within the organization. ArcGIS defines a set of privileges for various roles. In addition, organizations can define privileges at a more detailed level by creating and assigning custom roles.

For detailed information about roles in ArcGIS, see User types, roles, and privileges.