SharePoint (Modern Sites) - Create a permission group Tutorial
Learn how to create a permission group in SharePoint. If you need to give access to consultants or colleagues, making them site owners may not be possible. Watch this video to learn the steps to add them as members of a permission group and grant appropriate access to your SharePoint site.
- 2:11
- 1281 views
-
SharePoint (Modern Sites) - Create a document library
- 1:56
- Viewed 1168 times
-
SharePoint (Modern Sites) - Prevent comments on modern pages
- 1:15
- Viewed 1471 times
-
SharePoint (Modern Sites) - Disable the OneDrive sync button
- 0:49
- Viewed 1068 times
-
SharePoint (Modern Sites) - Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 1202 times
-
SharePoint (Modern Sites) - Customise my SharePoint site navigation
- 2:20
- Viewed 1004 times
-
SharePoint (Modern Sites) - Modify membership to the sites of my organization
- 1:38
- Viewed 969 times
-
SharePoint (Modern Sites) - Delete a SharePoint site
- 1:12
- Viewed 1033 times
-
SharePoint (Modern Sites) - Configure the global Theme and logo
- 2:26
- Viewed 1473 times
-
Activate the features of Teams Premium
- 3:48
- Viewed 14884 times
-
Conduct outstanding webinars with Teams Premium
- 2:37
- Viewed 5982 times
-
Create a subsite
- 1:47
- Viewed 3538 times
-
Create a site collection
- 3:16
- Viewed 3389 times
-
Optimize Teams Premium settings in Administration
- 1:27
- Viewed 3201 times
-
The admin role
- 1:59
- Viewed 2964 times
-
Viva Connections for your colleague
- 0:30
- Viewed 2914 times
-
Optimize meeting management with meeting templates
- 1:31
- Viewed 2859 times
-
Create a communication site
- 0:50
- Viewed 2856 times
-
Create a new page on a site
- 3:13
- Viewed 2714 times
-
What are virtual appointments in Teams Premium?
- 2:39
- Viewed 2683 times
-
Boost meetings with the advanced features of Teams Premium
- 1:18
- Viewed 2583 times
-
Delete and restaure a site or subsite
- 1:21
- Viewed 2485 times
-
The manager role
- 2:41
- Viewed 2458 times
-
Deploy your Viva Connections
- 2:22
- Viewed 2451 times
-
Set your navigation on your site
- 3:16
- Viewed 2430 times
-
Add an app
- 2:40
- Viewed 2275 times
-
Modify and set the authorisations for a list or a library
- 2:46
- Viewed 2269 times
-
Set up your navigation
- 0:53
- Viewed 2227 times
-
Define a parent site
- 1:04
- Viewed 1714 times
-
Access the admin center
- 0:52
- Viewed 1501 times
-
Configure the global Theme and logo
- 2:26
- Viewed 1473 times
-
Prevent comments on modern pages
- 1:15
- Viewed 1471 times
-
Create a SharePoint site
- 1:57
- Viewed 1347 times
-
Apply a Specific Policy to a User
- 1:22
- Viewed 1311 times
-
Set the proper time zone
- 0:44
- Viewed 1272 times
-
Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 1202 times
-
Disable site creation
- 0:52
- Viewed 1198 times
-
Define site storage limits
- 1:42
- Viewed 1114 times
-
Managing permissions on a SharePoint page
- 1:27
- Viewed 1071 times
-
Disable the OneDrive sync button
- 0:49
- Viewed 1068 times
-
Delete a SharePoint site
- 1:12
- Viewed 1033 times
-
Disable subsite creation
- 0:53
- Viewed 1004 times
-
Modify membership to the sites of my organization
- 1:38
- Viewed 969 times
-
Managing permissions in a SharePoint folder
- 1:10
- Viewed 930 times
-
Managing permissions on a SharePoint file
- 1:12
- Viewed 909 times
-
Managing permissions of a document library
- 2:01
- Viewed 908 times
-
Managing permissions on a SharePoint List
- 1:42
- Viewed 895 times
-
SharePoint permission levels
- 2:16
- Viewed 885 times
-
Recover deleted items
- 01:09
- Viewed 656 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 530 times
-
Add a third-party application
- 02:40
- Viewed 357 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 322 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 279 times
-
Is a hacker always a cybercriminal?
- 01:31
- Viewed 11 times
-
Will I know what to do if I get hacked?
- 01:16
- Viewed 7 times
-
Do I have to be an IT expert to protect myself?
- 01:14
- Viewed 10 times
-
Do cybercriminals only target large companies?
- 01:21
- Viewed 8 times
-
Are all files safe as long as I open them with trusted software?
- 01:24
- Viewed 10 times
-
Is contactless payment safe ?
- 01:26
- Viewed 10 times
-
Are online payments riskier than in-store ones?
- 01:21
- Viewed 10 times
-
Is cloud storage less secure than my personal computer?
- 01:37
- Viewed 9 times
-
Is scanning a QR code always safe?
- 01:21
- Viewed 8 times
-
Can my mobile apps do anything without my permission?
- 01:19
- Viewed 9 times
-
Is public Wi-Fi safe if no password is required?
- 01:26
- Viewed 8 times
-
Is the sender’s email address enough to verify a message?
- 01:29
- Viewed 8 times
-
Can I safely click a link in a message?
- 01:46
- Viewed 9 times
-
Does connecting to a well-known website guarantee its safety?
- 01:27
- Viewed 9 times
-
Am I safe online if I’m careful?
- 01:22
- Viewed 10 times
-
Does private browsing make me anonymous?
- 01:27
- Viewed 10 times
-
Are updates useless if everything works fine?
- 01:28
- Viewed 7 times
-
Is a firewall the same as an antivirus?
- 01:31
- Viewed 9 times
-
Does my antivirus block all threats?
- 01:46
- Viewed 8 times
-
Is a free antivirus good enough?
- 01:38
- Viewed 11 times
-
Is signing in with Google or Facebook a bad idea ?
- 01:34
- Viewed 7 times
-
Is my password secure if it contains an @ and a number?
- 01:41
- Viewed 11 times
-
Is a strong password all I need to stay safe?
- 01:55
- Viewed 10 times
-
Unlock new possibilities with the Mistral Canvas
- 02:01
- Viewed 14 times
-
Mistral at the service of coding
- 01:37
- Viewed 13 times
-
Analyze and compare your documents with Mistral
- 01:58
- Viewed 11 times
-
Generate your images and visuals with Mistral AI
- 02:06
- Viewed 12 times
-
Use Mistral AI to summarize online information
- 01:00
- Viewed 11 times
-
Exchange and manage your conversations with Mistral AI
- 03:31
- Viewed 12 times
-
Explore Mistral AI's generative options
- 01:51
- Viewed 12 times
-
Set up your Mistral workspace
- 01:42
- Viewed 10 times
-
Discover Mistral, the French-style AI
- 01:51
- Viewed 12 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 28 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 24 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 26 times
-
Relevant views to highlight your information
- 01:52
- Viewed 32 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 24 times
-
A well-structured form for easy entry
- 01:17
- Viewed 29 times
-
The right column type for each data set
- 02:35
- Viewed 24 times
-
Custom columns to match your needs
- 02:09
- Viewed 23 times
-
Smooth updates and management for any list
- 01:06
- Viewed 26 times
-
Simple ways to add data to your list
- 01:06
- Viewed 26 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 26 times
-
A fully custom list built from scratch
- 01:34
- Viewed 27 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 30 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 36 times
-
The essentials of the Lists interface
- 02:01
- Viewed 29 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 30 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 66 times
-
Format and example for optimal results
- 02:03
- Viewed 68 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 59 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 126 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 55 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 67 times
-
Extract Text from an Image
- 01:07
- Viewed 83 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 140 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 153 times
-
Query an Attached Meeting
- 01:51
- Viewed 65 times
-
Plan with Copilot
- 01:15
- Viewed 96 times
-
Share Requests with Your Team
- 03:07
- Viewed 145 times
-
Translate a presentation
- 01:38
- Viewed 74 times
-
Generate a Video
- 01:49
- Viewed 80 times
-
Add Speaker Notes
- 00:56
- Viewed 82 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 149 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 137 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 157 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 199 times
-
Copilot at the service of project reports
- 02:36
- Viewed 165 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 171 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 304 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 169 times
-
Project mode
- 01:31
- Viewed 163 times
-
Create an agent for a team
- 01:53
- Viewed 279 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 277 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 131 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 282 times
-
Copilot Studio agent settings
- 01:33
- Viewed 122 times
-
Add new actions
- 01:54
- Viewed 279 times
-
Create a first action
- 01:59
- Viewed 267 times
-
Manage topics
- 01:51
- Viewed 154 times
-
Manage knowledge sources
- 01:11
- Viewed 118 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 270 times
-
Access Copilot Studio
- 01:09
- Viewed 265 times
-
Get started with Copilot Studio
- 01:25
- Viewed 131 times
-
Introduction to PowerBI
- 00:60
- Viewed 294 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 281 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 272 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 305 times
-
Introduction to Planner
- 00:56
- Viewed 283 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 422 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 290 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 428 times
-
Introduction to Sway
- 01:53
- Viewed 366 times
-
Introducing to Word
- 01:00
- Viewed 269 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 260 times
-
Create a call group
- 01:15
- Viewed 459 times
-
Use call delegation
- 01:07
- Viewed 225 times
-
Assign a delegate for your calls
- 01:08
- Viewed 426 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 230 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 229 times
-
Manage advanced call notifications
- 01:29
- Viewed 241 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 380 times
-
Block unwanted calls
- 01:24
- Viewed 275 times
-
Disable all call forwarding
- 01:09
- Viewed 255 times
-
Manage a call group in Teams
- 02:01
- Viewed 273 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 224 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 230 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 247 times
-
Manage voicemail messages
- 01:55
- Viewed 382 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 420 times
-
Customize your voicemail greeting
- 02:17
- Viewed 224 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 291 times
-
Manage simultaneous calls
- 01:52
- Viewed 257 times
-
Support third-party apps during calls
- 01:53
- Viewed 366 times
-
Add participants quickly and securely
- 01:37
- Viewed 242 times
-
Configure call privacy and security settings
- 02:51
- Viewed 240 times
-
Manage calls on hold
- 01:20
- Viewed 236 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 245 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 234 times
-
Draft a Service Memo
- 02:33
- Viewed 279 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 269 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 437 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 409 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 141 times
-
Other Coaches
- 01:45
- Viewed 292 times
-
Agents in SharePoint
- 02:44
- Viewed 233 times
-
Prompt coach
- 02:49
- Viewed 260 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 246 times
-
Configure a Copilot Agent
- 02:39
- Viewed 258 times
-
Describe a copilot agent
- 01:32
- Viewed 292 times
-
Rewrite with Copilot
- 01:21
- Viewed 245 times
-
Analyze a video
- 01:21
- Viewed 268 times
-
Use the Copilot pane
- 01:12
- Viewed 255 times
-
Process text
- 01:03
- Viewed 251 times
-
Create an insights grid
- 01:19
- Viewed 461 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 257 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 276 times
-
Create an image with Copilot
- 00:42
- Viewed 473 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 267 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 272 times
-
Chat with Copilot
- 00:50
- Viewed 282 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 453 times
-
Data Privacy in Copilot
- 00:43
- Viewed 276 times
-
Access Copilot
- 00:25
- Viewed 487 times
-
Use a Copilot Agent
- 01:24
- Viewed 311 times
-
Edit in Pages
- 01:49
- Viewed 319 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 292 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 278 times
-
Generate the email for the recipient
- 00:44
- Viewed 268 times
-
Action Function
- 04:18
- Viewed 240 times
-
Search Function
- 03:42
- Viewed 281 times
-
Date and Time Function
- 02:53
- Viewed 302 times
-
Logical Function
- 03:14
- Viewed 463 times
-
Text Function
- 03:25
- Viewed 293 times
-
Basic Function
- 02:35
- Viewed 251 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 292 times
-
Introduction to Power Fx
- 01:09
- Viewed 297 times
-
The New Calendar
- 03:14
- Viewed 500 times
-
Sections
- 02:34
- Viewed 263 times
-
Customizing Views
- 03:25
- Viewed 257 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 561 times
Objectifs :
This document aims to guide users on how to create a custom permission group in SharePoint for external consultants, ensuring they have the appropriate access rights without being granted full ownership or limited visitor permissions.
Chapitres :
-
Introduction
In this guide, we will explore how to manage permissions for a new consultant and his colleagues who will be accessing your SharePoint site. The goal is to create a custom permission group that balances access rights between site owners and members. -
Accessing SharePoint Permissions
To begin, navigate to your SharePoint site. Click on the gear icon located at the top right corner of the screen. From the dropdown menu, select 'Site Permissions' to view the current permission settings. -
Identifying Permission Limitations
Upon reviewing the permissions, you may notice that making the consultants site owners is not feasible. Additionally, assigning them as members may not provide sufficient rights, while designating them as visitors will restrict them to read-only access. Therefore, a new approach is necessary. -
Creating a Custom Permission Group
To address the limitations, you can create a custom permission group. Follow these steps: 1. Go to 'Advanced Permission Settings'. 2. In the top left corner, click on 'Create Group'. 3. Name the group 'Extension Consultants'. 4. Set the membership options, including who can edit the group and whether to allow requests to join. 5. Choose the permission level for this group. Since full control is not an option and edit rights are insufficient, select 'Design' as the permission level. -
Finalizing the Group Setup
After configuring the group settings, click on 'Create' to establish the 'External Consultants' group. Initially, this group will be empty, with only you as the administrator able to add members. -
Adding Users to the Group
To add users to your newly created permission group, follow these steps: 1. Click on 'New' within the group settings. 2. Enter the email addresses of the consultants you wish to add. 3. Confirm the additions to ensure they have the appropriate access to your SharePoint site. -
Conclusion
By creating a custom permission group for external consultants, you can effectively manage their access rights in SharePoint. This approach ensures they have the necessary permissions to collaborate without compromising the security and integrity of your site.
FAQ :
What is SharePoint used for?
SharePoint is used for collaboration, document management, and storage. It allows teams to share information and work together on projects from any location.
How do I give users access to my SharePoint site?
To give users access, go to the gear icon, select 'Site Permissions', and then create a new permission group or add users to existing groups with the appropriate access level.
What are the different permission levels in SharePoint?
The main permission levels in SharePoint are Site Owners (full control), Site Members (edit access), and Site Visitors (read-only access). You can also create custom permission groups with specific rights.
Can I create a custom permission group in SharePoint?
Yes, you can create a custom permission group by going to 'Advanced Permission Settings' and selecting 'Create Group'. You can define the group's name, membership settings, and permission level.
What should I do if I need to give external consultants access to my SharePoint site?
You can create a custom permission group for external consultants that provides the necessary access without granting full control. Set the permission level to 'Design' to allow them to contribute while maintaining control over site settings.
Quelques cas d'usages :
Onboarding External Consultants
When onboarding external consultants, a custom permission group can be created in SharePoint to provide them with the necessary access to collaborate on projects without compromising site security. This allows them to contribute effectively while ensuring sensitive information remains protected.
Project Collaboration
In a project where team members need to share documents and collaborate, creating a permission group with 'Design' access allows users to edit and manage project-related content while preventing unauthorized changes to site settings.
Managing Access for Temporary Staff
For temporary staff who require access to specific resources, a custom permission group can be established to grant them the necessary rights for the duration of their contract, ensuring they can perform their tasks without gaining excessive permissions.
Improving Team Efficiency
By creating tailored permission groups in SharePoint, teams can streamline their workflows, allowing members to focus on their tasks without the confusion of unnecessary permissions. This leads to improved productivity and better project outcomes.
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.
Site Owners
Users who have full control over a SharePoint site, including the ability to manage permissions, create and delete content, and customize site settings.
Site Members
Users who have permissions to contribute to a SharePoint site, allowing them to add, edit, and delete content but not manage site settings or permissions.
Site Visitors
Users who can only view content on a SharePoint site without the ability to make any changes.
Permission Group
A collection of users in SharePoint that share the same permissions, allowing for easier management of access rights.
Advanced Permission Settings
A section in SharePoint where site administrators can configure detailed permission levels and manage user access to the site.
Design Permission Level
A specific permission level in SharePoint that allows users to create and edit lists and pages, but not manage site settings or permissions.
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