SharePoint (Classic Sites) - Creating a personalized permission level Video
In this video, you will learn about creating a personalized permission level in SharePoint.
The video covers how to control who can edit your site and how to assign permissions to groups of users.
This will help you customize the permissions for different teams or departments in your organization.
By following the steps outlined in the video, you will be able to create a new permission level with specific actions and permissions tailored to your needs.
This personalized permission level can then be assigned to the relevant groups in SharePoint.
- 2:46
- 3126 views
-
SharePoint (Classic Sites) - Creating a personalized permission level
- 2:46
- Viewed 3126 times
-
SharePoint (Classic Sites) - Restoring an earlier version of your document
- 1:50
- Viewed 3359 times
-
SharePoint (Classic Sites) - Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5821 times
-
SharePoint (Classic Sites) - Targeting content using a specific audience
- 3:35
- Viewed 3098 times
-
SharePoint (Classic Sites) - Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3213 times
-
SharePoint (Classic Sites) - Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 3007 times
-
SharePoint (Classic Sites) - Checking the granted shares
- 2:27
- Viewed 3082 times
-
SharePoint (Classic Sites) - Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3694 times
-
How do I prevent the transfer of an email?
- 2:07
- Viewed 10658 times
-
Protect a document shared by password
- 1:41
- Viewed 10146 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5821 times
-
How do I block a sender?
- 1:01
- Viewed 4413 times
-
How do I share a document securely with Outlook?
- 1:49
- Viewed 3987 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3694 times
-
Create and manage team channel
- 1:51
- Viewed 3605 times
-
Restrict a folder/document to certain members of your team
- 1:49
- Viewed 3562 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3532 times
-
Manage permissions
- 1:10
- Viewed 3417 times
-
Restrict a document to reading only
- 1:03
- Viewed 3389 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3359 times
-
How do I recognize a fraudulent email?
- 2:01
- Viewed 3220 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3213 times
-
Targeting content using a specific audience
- 3:35
- Viewed 3098 times
-
Checking the granted shares
- 2:27
- Viewed 3082 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 3062 times
-
How to protect an email by encryption?
- 2:41
- Viewed 3028 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 3007 times
-
Creating a permission group
- 3:53
- Viewed 2926 times
-
General security practices in Outlook
- 1:03
- Viewed 2840 times
-
Ensure data security during a Teams meeting
- 1:48
- Viewed 2840 times
-
Manage permissions
- 1:03
- Viewed 1768 times
-
Understand and Secure Information Sharing in Instant Messaging
- 2:38
- Viewed 1145 times
-
Manage Privacy in Private Channels
- 2:34
- Viewed 936 times
-
Restrict a Document to Certain Team Members
- 1:50
- Viewed 935 times
-
Restrict a Document to Read-Only
- 0:58
- Viewed 911 times
-
Secure Teams Upon Creation
- 2:57
- Viewed 906 times
-
Secure a Shared Document with a Password
- 1:28
- Viewed 890 times
-
Recover deleted items
- 01:09
- Viewed 690 times
-
Check Granted Shares
- 00:48
- Viewed 656 times
-
Modify Sharing Rules
- 00:53
- Viewed 523 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 506 times
-
Best Security Practices on OneDrive
- 01:27
- Viewed 470 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 470 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 449 times
-
Avoid Abusive Document Sharing
- 00:57
- Viewed 429 times
-
Block a sender
- 01:54
- Viewed 428 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 368 times
-
Share a document securely with Outlook
- 02:21
- Viewed 356 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 348 times
-
Identify a fraudulent email
- 02:06
- Viewed 348 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 344 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 317 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 307 times
-
Protect an email by encrypting
- 01:10
- Viewed 307 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 249 times
-
Create an app from a list
- 01:18
- Viewed 5 times
-
Automate processes with Power Automate
- 01:49
- Viewed 5 times
-
Creating a Power BI report from a list
- 02:01
- Viewed 6 times
-
Using custom views
- 01:52
- Viewed 5 times
-
Exporting your data
- 01:33
- Viewed 4 times
-
Create a calculated column
- 01:38
- Viewed 6 times
-
Highlight your data with conditional formatting
- 00:01:23
- Viewed 5 times
-
Creating different forms
- 01:30
- Viewed 6 times
-
Create a data entry form
- 02:08
- Viewed 6 times
-
Send an email with Power Apps and Outlook
- 05:08
- Viewed 37 times
-
First steps with the patch function
- 04:17
- Viewed 32 times
-
Create dynamic filters with named formulas
- 04:57
- Viewed 33 times
-
Define centralized visibility rules
- 02:28
- Viewed 38 times
-
Dynamic color palette with named formulas
- 03:53
- Viewed 39 times
-
Introduction to named formulas
- 03:45
- Viewed 30 times
-
First steps with variables
- 04:26
- Viewed 30 times
-
Create new entries
- 03:25
- Viewed 27 times
-
Easily edit your data
- 03:27
- Viewed 26 times
-
Add a form to your app
- 02:43
- Viewed 31 times
-
Customize data display
- 03:55
- Viewed 27 times
-
Prepare your dynamic galleries
- 03:27
- Viewed 25 times
-
Reusable components
- 04:16
- Viewed 40 times
-
Structure your layout
- 04:13
- Viewed 29 times
-
Master containers
- 05:48
- Viewed 29 times
-
Optimize large data processing
- 04:43
- Viewed 28 times
-
Galleries : a first look
- 02:59
- Viewed 28 times
-
Add and manage data sources
- 02:58
- Viewed 30 times
-
Controls explained and applied
- 02:41
- Viewed 26 times
-
The Power Apps interface
- 02:35
- Viewed 32 times
-
Why choose Power Apps?
- 01:36
- Viewed 29 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 55 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 52 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 55 times
-
Relevant views to highlight your information
- 01:52
- Viewed 63 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 48 times
-
A well-structured form for easy entry
- 01:17
- Viewed 58 times
-
The right column type for each data set
- 02:35
- Viewed 50 times
-
Custom columns to match your needs
- 02:09
- Viewed 49 times
-
Smooth updates and management for any list
- 01:06
- Viewed 54 times
-
Simple ways to add data to your list
- 01:06
- Viewed 51 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 51 times
-
A fully custom list built from scratch
- 01:34
- Viewed 53 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 56 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 61 times
-
The essentials of the Lists interface
- 02:01
- Viewed 53 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 56 times
-
Introduction to PowerBI
- 00:60
- Viewed 318 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 307 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 299 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 331 times
-
Introduction to Planner
- 00:56
- Viewed 313 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 446 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 315 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 450 times
-
Introduction to Sway
- 01:53
- Viewed 394 times
-
Introducing to Word
- 01:00
- Viewed 311 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 286 times
-
Create a call group
- 01:15
- Viewed 479 times
-
Use call delegation
- 01:07
- Viewed 247 times
-
Assign a delegate for your calls
- 01:08
- Viewed 452 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 271 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 264 times
-
Manage advanced call notifications
- 01:29
- Viewed 263 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 406 times
-
Block unwanted calls
- 01:24
- Viewed 299 times
-
Disable all call forwarding
- 01:09
- Viewed 290 times
-
Manage a call group in Teams
- 02:01
- Viewed 298 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 244 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 256 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 268 times
-
Manage voicemail messages
- 01:55
- Viewed 405 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 446 times
-
Customize your voicemail greeting
- 02:17
- Viewed 246 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 316 times
-
Manage simultaneous calls
- 01:52
- Viewed 282 times
-
Support third-party apps during calls
- 01:53
- Viewed 434 times
-
Add participants quickly and securely
- 01:37
- Viewed 266 times
-
Configure call privacy and security settings
- 02:51
- Viewed 263 times
-
Manage calls on hold
- 01:20
- Viewed 260 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 269 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 257 times
Objectifs :
This document aims to provide a comprehensive guide on managing permissions in SharePoint, specifically for SharePoint administrators and site collection managers. It outlines how to control editing rights for different user groups, create custom permission levels, and navigate the SharePoint interface effectively.
Chapitres :
-
Introduction to SharePoint Permissions
In SharePoint, managing permissions is crucial for controlling who can edit or view content on your site. For instance, you may want to allow financial service staff to edit lists while restricting the marketing department to view-only access. This document will guide you through the process of setting up and customizing permissions. -
Understanding Permissions
Permissions in SharePoint dictate what actions users can perform, such as editing items in a list or creating new sites. However, you cannot assign individual permissions directly to users. Instead, permissions are grouped under permission levels, which can then be assigned to groups of users. -
Default Permission Levels
SharePoint includes several default permission levels, such as 'Contribute' and 'Read'. If these do not meet your requirements, you have the option to create new permission levels tailored to your needs. -
Creating and Managing Permission Levels
To create or modify permission levels, you must belong to a SharePoint group authorized to manage permissions. Typically, this includes members of the owners group or site collection administrators. Follow these steps to create a new permission level: 1. Navigate to the top-level site in your site collection. 2. Click on the gear icon (⚙️) to access settings. 3. Select 'Site Settings'. 4. In the 'Users and Permissions' section, click on 'Site Permissions'. 5. In the permissions tab, click on 'Permission Levels'. 6. On the Permission Levels page, select 'Add a Permission Level'. 7. Enter a name and description for the new permission level. 8. In the permissions area, activate all checkboxes corresponding to the personal list and site permissions you wish to include. 9. Click 'Create' to finalize your new permission level. -
Conclusion
By following the steps outlined above, you can effectively manage permissions in SharePoint, ensuring that users have the appropriate access levels based on their roles. Customizing permission levels allows for greater flexibility and control over your SharePoint environment.
FAQ :
What are permissions in SharePoint?
Permissions in SharePoint are settings that control what actions users can perform, such as editing lists or creating sites. They help manage access to content and functionalities.
How can I create a new permission level in SharePoint?
To create a new permission level, you need to be part of a SharePoint group authorized to manage permissions. Navigate to Site Settings, select Site Permissions, and then click on Permission Levels to add a new level.
Can I assign individual permissions to users in SharePoint?
No, you cannot assign individual permissions to users in SharePoint. Instead, you group associated permissions under a permission level and assign that level to a group of users.
What is the difference between the 'Contribute' and 'Read' permission levels?
'Contribute' permission allows users to add, edit, and delete items in lists, while 'Read' permission only allows users to view items without making changes.
What should I do if the default permission levels do not meet my needs?
If the default permission levels do not meet your needs, you can create new ones by following the steps to add a permission level in the Site Permissions settings.
Quelques cas d'usages :
Managing Access for Financial Services Staff
In a financial services organization, the SharePoint administrator can create a custom permission level that allows staff to edit lists related to financial data while restricting marketing department members to view-only access. This ensures sensitive information is protected while enabling collaboration among relevant teams.
Customizing Permissions for Project Teams
A project manager can use SharePoint to create a specific permission level for a project team, allowing them to edit project documents and lists while preventing other departments from accessing or modifying these files. This enhances project security and streamlines collaboration.
Setting Up a Knowledge Base
An organization can set up a knowledge base in SharePoint where employees can contribute articles and resources. By creating a custom permission level that allows contributions from specific teams while restricting others to read-only access, the organization can maintain quality control over the content.
Training New Employees
When onboarding new employees, a SharePoint administrator can create a permission level that allows them to access training materials and resources without the ability to edit or delete content. This ensures that new hires have the information they need while maintaining the integrity of the training materials.
Glossaire :
SharePoint
A web-based collaboration platform developed by Microsoft that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.
Permissions
Settings that determine what actions users can perform in SharePoint, such as editing items in a list or creating a site.
Permission Levels
Groups of associated permissions that can be assigned to users or groups in SharePoint. Examples include 'Contribute' and 'Read'.
Site Collection Administrator
A user who has full control over a site collection in SharePoint, including managing permissions and settings.
Owners Group
A default group in SharePoint that typically has full control over a site, allowing members to manage permissions and settings.
Customization Options
Various settings and configurations available in SharePoint that allow administrators to tailor permissions and functionalities to meet specific needs.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise