SharePoint (Modern Sites) - Modify membership to the sites of my organization Video

Learn how to modify the membership of sites in your organization using SharePoint. This video will guide you through the process of changing admins, owners, members, and visitors for a specific site, providing you with the necessary skills to manage site memberships effectively.

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Objectifs :

This video aims to guide administrators on how to modify memberships for a SharePoint site, ensuring proper management of site roles and permissions.


Chapitres :

  1. Introduction to SharePoint Membership Management
    In this section, we will explore the process of modifying memberships for a SharePoint site, specifically for a project named 'Training'. Understanding how to manage site roles is crucial for effective collaboration and security.
  2. Accessing the SharePoint Admin Center
    To begin modifying memberships, navigate to the SharePoint Admin Center. In the Active Site pane, locate your SharePoint site project named 'Training'. This is where you will manage the site's membership settings.
  3. Modifying Membership Roles
    Once you have selected the 'Training' site, click on the 'Membership' option. Here, you can change the roles of admins, owners, members, and visitors. It is highly recommended to have at least two owners for redundancy. For instance, Steven is the primary owner, and we will add Amore as the second owner. This ensures that if one owner is unavailable, the other can manage the site.
  4. Understanding Membership Roles
    In SharePoint, members typically consist of individuals within your organization, while visitors are often external users who have read-only access. To add site visitors or members, simply click on the respective options and start searching by name or email address.
  5. Additional Resources
    If you have any questions regarding permissions and memberships, you can visit the 'About Membership and Permissions' section. This resource contains a link that directs you to the Learn Microsoft site for further information.

FAQ :

What is the SharePoint Admin Center?

The SharePoint Admin Center is a management interface for administrators to oversee SharePoint sites, manage user permissions, and configure site settings.

How do I change memberships in SharePoint?

To change memberships in SharePoint, go to the SharePoint Admin Center, select your site, and navigate to the Membership section where you can modify owners, members, and visitors.

Why should I have more than one owner for a SharePoint site?

Having more than one owner ensures that there is a backup in case one owner is unavailable due to absence or other reasons, maintaining site management continuity.

What are the differences between members and visitors in SharePoint?

Members typically have edit permissions and can contribute to the site, while visitors usually have read-only access, allowing them to view content without making changes.

Where can I find more information about SharePoint permissions?

You can find more information about SharePoint permissions by visiting the About Membership and Permissions section, which links to the Learn Microsoft site.


Quelques cas d'usages :

Managing Team Collaboration

In a corporate environment, a project manager can use the SharePoint Admin Center to assign multiple owners to a project site, ensuring that team collaboration continues smoothly even if one owner is unavailable.

Setting Up a New Project Site

When launching a new project, a team leader can create a SharePoint site, define memberships by adding team members and assigning roles, which helps streamline communication and document sharing.

Controlling Access to Sensitive Information

An IT administrator can set up a SharePoint site with restricted access by designating certain users as visitors, ensuring that sensitive information is only accessible to authorized personnel.

Training and Onboarding New Employees

HR can create a SharePoint site for training materials, adding new employees as members to allow them to access and edit content, while keeping external trainers as visitors to view the materials without editing rights.


Glossaire :

SharePoint Admin Center

A web-based interface that allows administrators to manage SharePoint sites, including user permissions, site settings, and site collections.

Membership

The classification of users in a SharePoint site, which includes roles such as owners, members, and visitors, each with different levels of access and permissions.

Owner

A user role in SharePoint that has full control over the site, including the ability to manage permissions, settings, and content.

Member

A user role in SharePoint that typically has edit permissions, allowing them to contribute content and collaborate within the site.

Visitor

A user role in SharePoint that usually has read-only access, allowing them to view content without making changes.

Active Site Pane

A section within the SharePoint Admin Center that displays the currently active SharePoint sites for management.

About Membership and Permissions

A resource or documentation that provides information on how to manage user roles and permissions within SharePoint sites.

00:00:00
I just created as an admin
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a site for a project called
00:00:04
Training and I wish to modify
00:00:07
the memberships of that site.
00:00:10
To do so, I'm going to
00:00:12
start by going to the SharePoint
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Admin Center in the Active
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Site pane. Here I can find my
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SharePoint site project Training.
00:00:20
I simply select it and click on Membership.
00:00:23
Here I can start changing who
00:00:26
the admins are, the owners,
00:00:28
the members and the visitors.
00:00:30
We would advise you strongly to
00:00:33
not just have one owner, but two.
00:00:35
Here, Steven is the primary owner.
00:00:37
Let's add a second one.
00:00:42
Amore will be the second one.
00:00:44
That way if one of them is absent
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on a sick leave or anything,
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we will have a backup.
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Just a quick reminder that the members
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are usually the people inside your
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organization and the visitors have
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a read only write and oftentimes the
00:01:06
people outside your organization.
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You simply have to click on Add Site
00:01:11
Visitors. Oh, add site members.
00:01:16
To start searching by name or e-mail address.
00:01:20
If you have any questions regarding
00:01:22
the permissions and the memberships,
00:01:24
please feel free to visit the About
00:01:27
Membership and Permissions which
00:01:29
contains a link directing you straight
00:01:31
away to the Learn Microsoft site.com.

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00:00:00
Acabei de criar como administrador
00:00:02
um site para um projeto chamado
00:00:04
Formação e desejo modificar
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as associações a esse site.
00:00:10
Para isso, vou
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começar por ir ao SharePoint
00:00:14
Centro de administração no Activo
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Painel do site. Aqui posso encontrar a minha
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Formação em projeto de site do SharePoint.
00:00:20
Simplesmente seleciono-o e clico em Membroship.
00:00:23
Aqui posso começar a mudar quem
00:00:26
os administradores são, os proprietários,
00:00:28
os membros e os visitantes.
00:00:30
Aconselhamo-lo vivamente a
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não só ter um proprietário, mas dois.
00:00:35
Aqui, Steven é o proprietário principal.
00:00:37
Vamos acrescentar um segundo.
00:00:42
Amore será o segundo.
00:00:44
Dessa forma, se um deles estiver ausente
00:00:46
em licença médica ou qualquer outra coisa,
00:00:48
teremos um backup.
00:00:54
Apenas um lembrete rápido de que os membros
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são normalmente as pessoas dentro do seu
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organização e os visitantes têm
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uma leitura apenas escrita e muitas vezes o
00:01:06
pessoas fora da sua organização.
00:01:08
Basta clicar em Adicionar Site
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Visitantes. Oh, adicione membros do site.
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Para iniciar a pesquisa por nome ou endereço de correio electrónico.
00:01:20
Se tiver alguma dúvida sobre
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as autorizações e as associações,
00:01:24
não hesite em visitar o Sobre
00:01:27
Adesão e Permissões que
00:01:29
contém um link que o direciona diretamente
00:01:31
para o site Learn Microsoft Site.com.

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00:00:00
L'ho appena creato come amministratore
00:00:02
un sito per un progetto chiamato
00:00:04
Formazione e desidero modificare
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le iscrizioni a quel sito.
00:00:10
Per farlo, ho intenzione di
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inizia andando su SharePoint
00:00:14
Centro di amministrazione in Active
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Riquadro del sito. Qui posso trovare il mio
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Formazione sui progetti del sito di SharePoint.
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Lo seleziono semplicemente e faccio clic su Iscrizione.
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Qui posso iniziare a cambiare chi
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gli amministratori sono, i proprietari,
00:00:28
i membri e i visitatori.
00:00:30
Ti consigliamo vivamente di
00:00:33
non avere un solo proprietario, ma due.
00:00:35
Qui, Steven è il proprietario principale.
00:00:37
Aggiungiamone una seconda.
00:00:42
Amore sarà il secondo.
00:00:44
In questo modo se uno di loro è assente
00:00:46
in congedo per malattia o altro,
00:00:48
avremo un backup.
00:00:54
Solo un breve promemoria che i membri
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di solito sono le persone dentro di te
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organizzazione e i visitatori hanno
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una scrittura di sola lettura e spesso il
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persone esterne alla tua organizzazione.
00:01:08
Devi semplicemente fare clic su Aggiungi sito
00:01:11
Visitatori Oh, aggiungi membri del sito.
00:01:16
Per iniziare la ricerca per nome o indirizzo e-mail.
00:01:20
Se avete domande riguardanti
00:01:22
le autorizzazioni e le iscrizioni,
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non esitate a visitare la sezione Informazioni
00:01:27
Iscrizione e autorizzazioni quali
00:01:29
contiene un link che ti indirizza direttamente
00:01:31
vai al sito Learn Microsofte.com.

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00:00:00
Я только что создал как администратор
00:00:02
сайт для проекта под названием
00:00:04
Обучение и я хочу внести изменения
00:00:07
членство на этом сайте.
00:00:10
Для этого я собираюсь
00:00:12
начните с перехода в SharePoint
00:00:14
Центр администрирования в активном режиме
00:00:16
Панель сайта. Здесь я могу найти свой
00:00:19
Обучение проекту сайта SharePoint.
00:00:20
Я просто выбираю его и нажимаю «Членство».
00:00:23
Здесь я могу начать менять кого
00:00:26
администраторы, владельцы,
00:00:28
участники и посетители.
00:00:30
Мы настоятельно рекомендуем вам
00:00:33
иметь не одного владельца, а двух.
00:00:35
Здесь Стивен является основным владельцем.
00:00:37
Давайте добавим вторую.
00:00:42
Вторым будет «Амор».
00:00:44
Так, если одного из них нет
00:00:46
на больничном или в каком-то другом месте,
00:00:48
у нас будет резервная копия.
00:00:54
Просто небольшое напоминание о том, что участники
00:00:57
обычно это люди внутри вас
00:01:00
организация и посетители имеют
00:01:02
я читаю только пишу, а часто и
00:01:06
люди за пределами вашей организации.
00:01:08
Вам просто нужно нажать «Добавить сайт»
00:01:11
Посетители. О, добавьте участников сайта.
00:01:16
Чтобы начать поиск по имени или адресу электронной почты.
00:01:20
Если у вас есть какие-либо вопросы по
00:01:22
разрешения и членство,
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пожалуйста, посетите раздел «О нас»
00:01:27
Членство и разрешения, которые
00:01:29
содержит ссылку, направленную прямо к вам
00:01:31
перейдите на сайт Learn Microsoft.com.

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00:00:00
Acabo de crear como administrador
00:00:02
un sitio para un proyecto llamado
00:00:04
Estoy entrenando y quiero modificarlo
00:00:07
las membresías de ese sitio.
00:00:10
Para hacerlo, voy a
00:00:12
comience por ir al SharePoint
00:00:14
Centro de administración en Active
00:00:16
Panel del sitio. Aquí puedo encontrar mi
00:00:19
Capacitación sobre el proyecto del sitio de SharePoint.
00:00:20
Simplemente lo selecciono y hago clic en Membresía.
00:00:23
Aquí puedo empezar a cambiar quién
00:00:26
los administradores son, los propietarios,
00:00:28
los miembros y los visitantes.
00:00:30
Le recomendamos encarecidamente que
00:00:33
no solo tienen un propietario, sino dos.
00:00:35
Aquí, Steven es el propietario principal.
00:00:37
Añadamos una segunda.
00:00:42
Amore será la segunda.
00:00:44
De esa manera, si uno de ellos está ausente
00:00:46
de baja por enfermedad o algo así,
00:00:48
tendremos una copia de seguridad.
00:00:54
Solo un recordatorio rápido de que los miembros
00:00:57
suelen ser las personas que están dentro de tu
00:01:00
la organización y los visitantes tienen
00:01:02
una escritura de solo lectura y, a menudo, el
00:01:06
personas ajenas a su organización.
00:01:08
Simplemente tienes que hacer clic en Agregar sitio
00:01:11
Visitantes. Oh, agrega miembros al sitio.
00:01:16
Para empezar a buscar por nombre o dirección de correo electrónico.
00:01:20
Si tiene alguna pregunta sobre
00:01:22
los permisos y las membresías,
00:01:24
no dude en visitar la sección Acerca de nosotros
00:01:27
Membresía y permisos que
00:01:29
contiene un enlace que lo dirige directamente
00:01:31
directamente al sitio web de Learn Microsoft.com.

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