SharePoint (Classic Sites) - Creating a personalized permission level Tutorial
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
- 3081 views
-
SharePoint (Classic Sites) - Creating a personalized permission level
- 2:46
- Viewed 3081 times
-
SharePoint (Classic Sites) - Restoring an earlier version of your document
- 1:50
- Viewed 3291 times
-
SharePoint (Classic Sites) - Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5435 times
-
SharePoint (Classic Sites) - Targeting content using a specific audience
- 3:35
- Viewed 3062 times
-
SharePoint (Classic Sites) - Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3158 times
-
SharePoint (Classic Sites) - Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2972 times
-
SharePoint (Classic Sites) - Checking the granted shares
- 2:27
- Viewed 3038 times
-
SharePoint (Classic Sites) - Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3640 times
-
How do I prevent the transfer of an email?
- 2:07
- Viewed 10093 times
-
Protect a document shared by password
- 1:41
- Viewed 9948 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5435 times
-
How do I block a sender?
- 1:01
- Viewed 4261 times
-
How do I share a document securely with Outlook?
- 1:49
- Viewed 3898 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3640 times
-
Create and manage team channel
- 1:51
- Viewed 3557 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3488 times
-
Restrict a folder/document to certain members of your team
- 1:49
- Viewed 3422 times
-
Manage permissions
- 1:10
- Viewed 3372 times
-
Restrict a document to reading only
- 1:03
- Viewed 3342 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3291 times
-
How do I recognize a fraudulent email?
- 2:01
- Viewed 3177 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3158 times
-
Targeting content using a specific audience
- 3:35
- Viewed 3062 times
-
Checking the granted shares
- 2:27
- Viewed 3038 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 3026 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2972 times
-
How to protect an email by encryption?
- 2:41
- Viewed 2965 times
-
Creating a permission group
- 3:53
- Viewed 2881 times
-
Ensure data security during a Teams meeting
- 1:48
- Viewed 2799 times
-
General security practices in Outlook
- 1:03
- Viewed 2793 times
-
Manage permissions
- 1:03
- Viewed 1732 times
-
Understand and Secure Information Sharing in Instant Messaging
- 2:38
- Viewed 1113 times
-
Manage Privacy in Private Channels
- 2:34
- Viewed 906 times
-
Restrict a Document to Certain Team Members
- 1:50
- Viewed 897 times
-
Secure Teams Upon Creation
- 2:57
- Viewed 872 times
-
Secure a Shared Document with a Password
- 1:28
- Viewed 857 times
-
Restrict a Document to Read-Only
- 0:58
- Viewed 855 times
-
Recover deleted items
- 01:09
- Viewed 647 times
-
Check Granted Shares
- 00:48
- Viewed 619 times
-
Modify Sharing Rules
- 00:53
- Viewed 462 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 456 times
-
Best Security Practices on OneDrive
- 01:27
- Viewed 427 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 417 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 415 times
-
Avoid Abusive Document Sharing
- 00:57
- Viewed 397 times
-
Block a sender
- 01:54
- Viewed 397 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 331 times
-
Share a document securely with Outlook
- 02:21
- Viewed 322 times
-
Identify a fraudulent email
- 02:06
- Viewed 319 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 309 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 297 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 278 times
-
Protect an email by encrypting
- 01:10
- Viewed 276 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 269 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 210 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 155 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 17 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 13 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 15 times
-
Relevant views to highlight your information
- 01:52
- Viewed 21 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 13 times
-
A well-structured form for easy entry
- 01:17
- Viewed 17 times
-
The right column type for each data set
- 02:35
- Viewed 12 times
-
Custom columns to match your needs
- 02:09
- Viewed 13 times
-
Smooth updates and management for any list
- 01:06
- Viewed 13 times
-
Simple ways to add data to your list
- 01:06
- Viewed 13 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 14 times
-
A fully custom list built from scratch
- 01:34
- Viewed 17 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 17 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 20 times
-
The essentials of the Lists interface
- 02:01
- Viewed 15 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 14 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 54 times
-
Format and example for optimal results
- 02:03
- Viewed 57 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 48 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 115 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 46 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 50 times
-
Extract Text from an Image
- 01:07
- Viewed 73 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 131 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 143 times
-
Query an Attached Meeting
- 01:51
- Viewed 56 times
-
Plan with Copilot
- 01:15
- Viewed 85 times
-
Share Requests with Your Team
- 03:07
- Viewed 135 times
-
Translate a presentation
- 01:38
- Viewed 62 times
-
Generate a Video
- 01:49
- Viewed 70 times
-
Add Speaker Notes
- 00:56
- Viewed 69 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 138 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 128 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 146 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 187 times
-
Copilot at the service of project reports
- 02:36
- Viewed 156 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 159 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 295 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 160 times
-
Project mode
- 01:31
- Viewed 153 times
-
Create an agent for a team
- 01:53
- Viewed 270 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 267 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 123 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 271 times
-
Copilot Studio agent settings
- 01:33
- Viewed 113 times
-
Add new actions
- 01:54
- Viewed 270 times
-
Create a first action
- 01:59
- Viewed 260 times
-
Manage topics
- 01:51
- Viewed 145 times
-
Manage knowledge sources
- 01:11
- Viewed 110 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 262 times
-
Access Copilot Studio
- 01:09
- Viewed 256 times
-
Get started with Copilot Studio
- 01:25
- Viewed 124 times
-
Introduction to PowerBI
- 00:60
- Viewed 283 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 268 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 260 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 293 times
-
Introduction to Planner
- 00:56
- Viewed 271 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 409 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 279 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 417 times
-
Introduction to Sway
- 01:53
- Viewed 354 times
-
Introducing to Word
- 01:00
- Viewed 257 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 247 times
-
Create a call group
- 01:15
- Viewed 445 times
-
Use call delegation
- 01:07
- Viewed 213 times
-
Assign a delegate for your calls
- 01:08
- Viewed 415 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 218 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 218 times
-
Manage advanced call notifications
- 01:29
- Viewed 229 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 366 times
-
Block unwanted calls
- 01:24
- Viewed 262 times
-
Disable all call forwarding
- 01:09
- Viewed 242 times
-
Manage a call group in Teams
- 02:01
- Viewed 260 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 213 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 218 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 236 times
-
Manage voicemail messages
- 01:55
- Viewed 369 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 407 times
-
Customize your voicemail greeting
- 02:17
- Viewed 213 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 278 times
-
Manage simultaneous calls
- 01:52
- Viewed 244 times
-
Support third-party apps during calls
- 01:53
- Viewed 352 times
-
Add participants quickly and securely
- 01:37
- Viewed 229 times
-
Configure call privacy and security settings
- 02:51
- Viewed 229 times
-
Manage calls on hold
- 01:20
- Viewed 226 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 233 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 220 times
-
Draft a Service Memo
- 02:33
- Viewed 269 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 256 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 426 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 399 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 136 times
-
Other Coaches
- 01:45
- Viewed 284 times
-
Agents in SharePoint
- 02:44
- Viewed 223 times
-
Prompt coach
- 02:49
- Viewed 249 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 236 times
-
Configure a Copilot Agent
- 02:39
- Viewed 246 times
-
Describe a copilot agent
- 01:32
- Viewed 283 times
-
Rewrite with Copilot
- 01:21
- Viewed 235 times
-
Analyze a video
- 01:21
- Viewed 259 times
-
Use the Copilot pane
- 01:12
- Viewed 245 times
-
Process text
- 01:03
- Viewed 240 times
-
Create an insights grid
- 01:19
- Viewed 451 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 246 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 265 times
-
Create an image with Copilot
- 00:42
- Viewed 461 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 257 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 263 times
-
Chat with Copilot
- 00:50
- Viewed 271 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 444 times
-
Data Privacy in Copilot
- 00:43
- Viewed 266 times
-
Access Copilot
- 00:25
- Viewed 476 times
-
Use a Copilot Agent
- 01:24
- Viewed 301 times
-
Edit in Pages
- 01:49
- Viewed 309 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 282 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 268 times
-
Generate the email for the recipient
- 00:44
- Viewed 257 times
-
Action Function
- 04:18
- Viewed 224 times
-
Search Function
- 03:42
- Viewed 269 times
-
Date and Time Function
- 02:53
- Viewed 291 times
-
Logical Function
- 03:14
- Viewed 450 times
-
Text Function
- 03:25
- Viewed 282 times
-
Basic Function
- 02:35
- Viewed 239 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 281 times
-
Introduction to Power Fx
- 01:09
- Viewed 282 times
-
The New Calendar
- 03:14
- Viewed 487 times
-
Sections
- 02:34
- Viewed 253 times
-
Customizing Views
- 03:25
- Viewed 243 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 551 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