SharePoint (Modern Sites) - Managing permissions of a document library Tutorial

Learn how to manage permissions for a document library in SharePoint. This tutorial covers granting access to specific users, teams, or groups, ensuring secure and controlled collaboration. Take full advantage of SharePoint's features to streamline document management and improve productivity.

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Objectifs :

This document aims to guide users on managing permissions for a document library in SharePoint, ensuring that clients have restricted access to sensitive files while allowing team members to collaborate effectively.

Chapitres :

  1. Introduction to Document Libraries in SharePoint
    In this section, we explore the functionality of document libraries within SharePoint, specifically focusing on how sales teams can utilize these libraries to store and manage client-related documents. Document libraries serve as centralized locations where team members can access, modify, and collaborate on files.
  2. Understanding Permissions in SharePoint
    SharePoint employs a permissions model that allows different levels of access for users. By default, permissions are inherited from the parent site, meaning that members can edit documents, owners have full control, and visitors can only view documents. It is crucial to manage these permissions effectively to protect sensitive information.
  3. Steps to Manage Document Library Permissions
    To customize permissions for a specific document library, follow these steps: 1. Navigate to the desired document library within your SharePoint site. 2. Click on the gear icon located at the top right corner of the screen. 3. Select 'Library settings' from the dropdown menu. 4. In the settings menu, locate and click on 'Permissions for this document library.' 5. To stop inheriting permissions from the parent site, select the option to break inheritance.
  4. Removing Visitor Permissions
    Once you have broken the inheritance, you can manage user permissions more granularly. To remove access for visitors: - Select the 'Visitors' group. - Click on 'Remove User Permissions' to ensure that these users can no longer access the library. This action will restrict their access to sensitive documents, ensuring that only authorized team members can view or edit them.
  5. Restoring Default Permissions
    If you need to revert any changes made to the permissions, you can restore the original settings by following these steps: - Go back to the 'Permissions for this document library' section. - Click on 'Delete unique permissions.' This action will reinstate the inherited permissions from the parent site, allowing all previous access levels to be restored.
  6. Conclusion
    Managing permissions in SharePoint is essential for maintaining the confidentiality and integrity of client-related documents. By following the outlined steps, users can effectively control access to their document libraries, ensuring that sensitive information is only available to authorized personnel.

FAQ :

How do I manage permissions for a document library in SharePoint?

To manage permissions for a document library in SharePoint, navigate to the document library, click on the gear icon at the top right, select 'Library settings', and then go to 'Permissions for this document library'. From there, you can stop inheritance and modify user permissions.

What does it mean to stop permission inheritance in SharePoint?

Stopping permission inheritance means that the document library will no longer automatically follow the permission settings of the parent site. This allows you to set unique permissions for the library.

Can I restore the original permissions after changing them?

Yes, if you need to revert to the original permissions, you can click on 'Delete unique permissions' in the library settings, which will restore the inheritance from the parent site.

What are the different types of user roles in SharePoint?

In SharePoint, there are typically three user roles: Owners (who have full control), Members (who can edit), and Visitors (who can only view).

How can I ensure my clients do not access all files in a document library?

To ensure clients do not access all files, you can modify the permissions for the document library by stopping inheritance and removing access for the Visitors group or specific users.

Quelques cas d'usages :

Managing Client Document Access

A sales team can use SharePoint to create a document library for client-related documents. By managing permissions, they can ensure that clients only have access to specific files, enhancing data security and confidentiality.

Collaborative Document Editing

In a project team, members can collaborate on documents stored in a SharePoint library. By setting appropriate permissions, team members can edit documents while ensuring that external stakeholders have limited access.

Restoring Document Library Permissions

If a mistake is made in setting permissions for a document library, users can easily restore the original settings by deleting unique permissions, ensuring that the library functions as intended without unauthorized access.

Training New Employees on Document Management

New employees can be trained on how to manage document libraries in SharePoint, including how to set and modify permissions, which is crucial for maintaining data integrity and security in collaborative environments.

Glossaire :

SharePoint

A web-based collaboration platform developed by Microsoft that allows users to create, manage, and share documents and information within an organization.

Document Library

A storage location within SharePoint where documents and files can be uploaded, organized, and managed.

Permissions

Settings that determine what actions users can perform on a document library or specific documents, such as viewing, editing, or deleting.

Inheritance

A feature in SharePoint where permissions set at a higher level (like a site) automatically apply to lower levels (like document libraries or folders).

Visitors

Users who have read-only access to a SharePoint site or document library, meaning they can view documents but cannot modify them.

Library Settings

A configuration area in SharePoint where users can manage settings related to a document library, including permissions and versioning.

résultat(s)
00:00:00
We are now working as a sales team
00:00:02
in the SharePoint site and we have
00:00:05
created a client's folders library.
00:00:08
This document library allows us to
00:00:10
store all the documents related
00:00:12
to the clients so that all of
00:00:15
our colleagues can now go there,
00:00:17
modify the data and use them.
00:00:19
The thing is we have on this
00:00:22
website on this SharePoint site.
00:00:25
On actual clients they
00:00:27
have the visitors rights,
00:00:28
so therefore can only view the
00:00:31
documents without modifying them.
00:00:33
But I would like to make sure that
00:00:36
my clients do not have access to
00:00:38
all the files in this library.
00:00:41
How can I manage ermissions of
00:00:43
a specific document library?
00:00:44
I have to start by going into
00:00:47
that said document
00:00:48
library, then click on
00:00:49
the gear icon at the top
00:00:51
right of my screen. Library settings.
00:00:57
And we will go check more library settings.
00:01:02
Once in this menu they want that interest
00:01:05
us is Ermissions for this document library.
00:01:11
By default there is an inheritance
00:01:14
of the permissions of that
00:01:17
website so the members can edit.
00:01:19
The owners of the SharePoint site have
00:01:23
more control and visitors can only read.
00:01:27
I wish to stop the inheritance.
00:01:30
Validate this message.
00:01:35
Just select the visitors and
00:01:37
simply remove user permissions.
00:01:38
Once validated, anyone in that group
00:01:40
will no longer have access to that library.
00:01:43
If you have made any mistake,
00:01:45
if anything has to change,
00:01:47
you need to go back to the
00:01:49
way things were. You just
00:01:51
have to click on Delete unique permissions.
00:01:56
Which will restore the inheritance
00:01:59
that was there previously.

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résultat(s)
00:00:00
Estamos agora a trabalhar como equipa de vendas
00:00:02
no site do SharePoint e temos
00:00:05
criou a biblioteca de pastas de um cliente.
00:00:08
Esta biblioteca de documentos permite-nos:
00:00:10
armazenar todos os documentos relacionados
00:00:12
aos clientes para que todos
00:00:15
os nossos colegas podem agora ir para lá,
00:00:17
modificar os dados e utilizá-los.
00:00:19
A questão é que temos sobre isto
00:00:22
site neste site do SharePoint.
00:00:25
Em clientes reais eles
00:00:27
ter os direitos dos visitantes,
00:00:28
portanto, só é possível visualizar o
00:00:31
documentos sem modificá-los.
00:00:33
Mas gostaria de ter a certeza de que
00:00:36
os meus clientes não têm acesso
00:00:38
todos os ficheiros desta biblioteca.
00:00:41
Como posso gerir as permissões de
00:00:43
uma biblioteca de documentos específica?
00:00:44
Tenho de começar por entrar
00:00:47
esse referido documento
00:00:48
biblioteca e, em seguida, clique em
00:00:49
o ícone de engrenagem na parte superior
00:00:51
direita do meu ecrã. Definições da biblioteca.
00:00:57
E vamos verificar mais definições da biblioteca.
00:01:02
Uma vez neste menu, querem esse interesse
00:01:05
Uso as suas permissões para esta biblioteca de documentos.
00:01:11
Por defeito existe uma herança
00:01:14
das autorizações desse
00:01:17
site para que os membros possam editar.
00:01:19
Os proprietários do site do SharePoint têm
00:01:23
mais controlo e os visitantes só podem ler.
00:01:27
Desejo acabar com a herança.
00:01:30
Valide esta mensagem.
00:01:35
Basta selecionar os visitantes e
00:01:37
basta remover as permissões do utilizador.
00:01:38
Uma vez validado, qualquer pessoa nesse grupo
00:01:40
deixará de ter acesso a essa biblioteca.
00:01:43
Se cometeu algum erro,
00:01:45
se alguma coisa tiver de mudar,
00:01:47
precisa de voltar para o
00:01:49
como as coisas eram. Tu apenas
00:01:51
tem de clicar em Eliminar permissões únicas.
00:01:56
O que vai restaurar a herança
00:01:59
que estava lá anteriormente.

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résultat(s)
00:00:00
Ora stiamo lavorando come team di vendita
00:00:02
nel sito di SharePoint e abbiamo
00:00:05
creato la libreria di cartelle di un cliente.
00:00:08
Questa libreria di documenti ci permette di
00:00:10
archiviare tutti i documenti correlati
00:00:12
ai clienti in modo che tutti
00:00:15
i nostri colleghi possono ora andare lì,
00:00:17
modificare i dati e utilizzarli.
00:00:19
Il fatto è che abbiamo su questo
00:00:22
sito Web su questo sito di SharePoint.
00:00:25
Sui clienti effettivi
00:00:27
hanno i diritti dei visitatori,
00:00:28
quindi può visualizzare solo il
00:00:31
documenti senza modificarli.
00:00:33
Ma vorrei assicurarmi che
00:00:36
i miei clienti non hanno accesso a
00:00:38
tutti i file di questa libreria.
00:00:41
Come posso gestire le autorizzazioni di
00:00:43
una libreria di documenti specifica?
00:00:44
Devo iniziare entrando in
00:00:47
detto documento
00:00:48
libreria, quindi fai clic su
00:00:49
l'icona a forma di ingranaggio in alto
00:00:51
a destra del mio schermo. Impostazioni della libreria.
00:00:57
E andremo a controllare altre impostazioni della libreria.
00:01:02
Una volta in questo menu, vogliono quell'interesse
00:01:05
us è Permissions per questa libreria di documenti.
00:01:11
Per impostazione predefinita, c'è un'eredità
00:01:14
delle relative autorizzazioni
00:01:17
sito Web in modo che i membri possano modificarlo.
00:01:19
I proprietari del sito di SharePoint hanno
00:01:23
maggiore controllo e i visitatori possono solo leggere.
00:01:27
Desidero fermare l'eredità.
00:01:30
Convalida questo messaggio.
00:01:35
Basta selezionare i visitatori e
00:01:37
è sufficiente rimuovere le autorizzazioni utente.
00:01:38
Una volta convalidato, chiunque faccia parte di quel gruppo
00:01:40
non avrà più accesso a quella libreria.
00:01:43
Se hai commesso qualche errore,
00:01:45
se qualcosa deve cambiare,
00:01:47
devi tornare al
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com'erano le cose. Tu e basta
00:01:51
devi fare clic su Elimina autorizzazioni uniche.
00:01:56
Ciò ripristinerà l'eredità
00:01:59
quello c'era prima.

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résultat(s)
00:00:00
Сейчас мы работаем как отдел продаж
00:00:02
на сайте SharePoint, и у нас есть
00:00:05
создали библиотеку папок клиента.
00:00:08
Эта библиотека документов позволяет нам
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хранить все связанные документы
00:00:12
клиентам, чтобы все
00:00:15
наши коллеги теперь могут туда поехать,
00:00:17
модифицируйте данные и используйте их.
00:00:19
Дело в том, что мы имеем дело с этим
00:00:22
веб-сайт на этом сайте SharePoint.
00:00:25
На реальных клиентов они
00:00:27
имеют права посетителей,
00:00:28
поэтому может просматривать только
00:00:31
документы без их изменения.
00:00:33
Но я хотел бы убедиться в том, что
00:00:36
мои клиенты не имеют доступа к
00:00:38
все файлы в этой библиотеке.
00:00:41
Как управлять разрешениями
00:00:43
конкретная библиотека документов?
00:00:44
Я должен начать с того, что зайду в
00:00:47
этот документ
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библиотека, затем нажмите
00:00:49
значок шестеренки в верхней части
00:00:51
справа от моего экрана. Настройки библиотеки.
00:00:57
И мы проверим дополнительные настройки библиотеки.
00:01:02
Попав в это меню, они хотят заинтересовать
00:01:05
Используйте права доступа к этой библиотеке документов.
00:01:11
По умолчанию существует наследство
00:01:14
разрешений на это
00:01:17
веб-сайт, который участники могут редактировать.
00:01:19
Владельцы сайта SharePoint
00:01:23
больше контроля, и посетители могут только читать.
00:01:27
Я хочу остановить наследство.
00:01:30
Подтвердите это сообщение.
00:01:35
Просто выберите посетителей и
00:01:37
просто удалите разрешения пользователей.
00:01:38
После проверки все члены этой группы
00:01:40
больше не будет иметь доступа к этой библиотеке.
00:01:43
Если вы допустили ошибку,
00:01:45
если что-то должно измениться,
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вам нужно вернуться к
00:01:49
как все было. Ты просто
00:01:51
нужно нажать «Удалить уникальные разрешения».
00:01:56
Что восстановит наследство
00:01:59
это было раньше.

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résultat(s)
00:00:00
Ahora estamos trabajando como un equipo de ventas
00:00:02
en el sitio de SharePoint y tenemos
00:00:05
creó la biblioteca de carpetas de un cliente.
00:00:08
Esta biblioteca de documentos nos permite
00:00:10
almacenar todos los documentos relacionados
00:00:12
a los clientes para que todos
00:00:15
nuestros colegas ahora pueden ir allí,
00:00:17
modifique los datos y utilícelos.
00:00:19
La cosa es que tenemos sobre esto
00:00:22
sitio web en este sitio de SharePoint.
00:00:25
En los clientes reales,
00:00:27
tienen los derechos de visita,
00:00:28
por lo tanto, solo puede ver el
00:00:31
documentos sin modificarlos.
00:00:33
Pero me gustaría asegurarme de que
00:00:36
mis clientes no tienen acceso a
00:00:38
todos los archivos de esta biblioteca.
00:00:41
¿Cómo puedo gestionar los permisos de
00:00:43
¿una biblioteca de documentos específica?
00:00:44
Tengo que empezar por entrar en
00:00:47
ese documento
00:00:48
biblioteca, luego haga clic en
00:00:49
el icono con forma de engranaje en la parte superior
00:00:51
a la derecha de mi pantalla. Ajustes de la biblioteca.
00:00:57
E iremos a comprobar más ajustes de la biblioteca.
00:01:02
Una vez en este menú, quieren ese interés
00:01:05
Utilice sus permisos para esta biblioteca de documentos.
00:01:11
Por defecto hay una herencia
00:01:14
de los permisos de eso
00:01:17
sitio web para que los miembros puedan editar.
00:01:19
Los propietarios del sitio de SharePoint tienen
00:01:23
más control y los visitantes solo pueden leer.
00:01:27
Deseo detener la herencia.
00:01:30
Valida este mensaje.
00:01:35
Solo tiene que seleccionar los visitantes y
00:01:37
simplemente elimine los permisos de usuario.
00:01:38
Una vez validado, cualquier persona de ese grupo
00:01:40
ya no tendrá acceso a esa biblioteca.
00:01:43
Si ha cometido algún error,
00:01:45
si algo tiene que cambiar,
00:01:47
tienes que volver a la
00:01:49
cómo estaban las cosas. Tú simplemente
00:01:51
tienes que hacer clic en Eliminar permisos únicos.
00:01:56
¿Cuál restaurará la herencia
00:01:59
que estaba ahí anteriormente.

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résultat(s)
00:00:00
We werken nu als een verkoopteam
00:00:02
op de SharePoint-site en we hebben
00:00:05
heeft een mappenbibliotheek van een klant gemaakt.
00:00:08
Deze documentenbibliotheek stelt ons in staat om
00:00:10
sla alle gerelateerde documenten op
00:00:12
aan de klanten, zodat alle
00:00:15
onze collega's kunnen er nu terecht,
00:00:17
wijzig de gegevens en gebruik ze.
00:00:19
Het punt is dat we dit hebben
00:00:22
website op deze SharePoint-site.
00:00:25
Bij echte klanten zijn ze
00:00:27
de bezoekersrechten hebben,
00:00:28
dus kan daarom alleen de
00:00:31
documenten zonder ze te wijzigen.
00:00:33
Maar ik wil er zeker van zijn dat
00:00:36
mijn klanten hebben geen toegang tot
00:00:38
alle bestanden in deze bibliotheek.
00:00:41
Hoe kan ik de machtigingen beheren van
00:00:43
een specifieke documentbibliotheek?
00:00:44
Ik moet beginnen met in te gaan
00:00:47
dat genoemde document
00:00:48
bibliotheek en klik vervolgens op
00:00:49
het tandwielpictogram bovenaan
00:00:51
rechts van mijn scherm. Bibliotheekinstellingen.
00:00:57
En we gaan meer bibliotheekinstellingen bekijken.
00:01:02
Eenmaal in dit menu willen ze die interesse
00:01:05
Gebruik de machtigingen voor deze documentenbibliotheek.
00:01:11
Standaard is er sprake van een overerving
00:01:14
van de toestemmingen daarvoor
00:01:17
website zodat de leden kunnen bewerken.
00:01:19
De eigenaren van de SharePoint-site hebben
00:01:23
meer controle en bezoekers kunnen alleen lezen.
00:01:27
Ik wil de erfenis stoppen.
00:01:30
Valideer dit bericht.
00:01:35
Selecteer gewoon de bezoekers en
00:01:37
verwijder eenvoudig gebruikersrechten.
00:01:38
Eenmaal gevalideerd, kan iedereen in die groep
00:01:40
zal geen toegang meer hebben tot die bibliotheek.
00:01:43
Als je een fout hebt gemaakt,
00:01:45
als er iets moet veranderen,
00:01:47
je moet terug naar de
00:01:49
zoals de dingen waren. Je gewoon
00:01:51
moet op Unieke machtigingen verwijderen klikken.
00:01:56
Wat zal de erfenis herstellen
00:01:59
dat was er eerder.

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résultat(s)
00:00:00
Obecnie pracujemy jako zespół sprzedaży
00:00:02
w witrynie SharePoint i mamy
00:00:05
utworzono bibliotekę folderów klienta.
00:00:08
Ta biblioteka dokumentów pozwala nam
00:00:10
przechowywać wszystkie powiązane dokumenty
00:00:12
dla klientów tak, aby wszystkie
00:00:15
nasi koledzy mogą teraz tam pojechać,
00:00:17
modyfikuj dane i wykorzystuj je.
00:00:19
Chodzi o to, że mamy na to
00:00:22
witryna w tej witrynie SharePoint.
00:00:25
Na rzeczywistych klientach
00:00:27
posiadają prawa odwiedzających,
00:00:28
Dlatego można zobaczyć tylko
00:00:31
Dokumenty bez ich modyfikacji.
00:00:33
Ale chciałbym się upewnić, że
00:00:36
Moi klienci nie mają dostępu do
00:00:38
Wszystkie pliki w tej bibliotece.
00:00:41
Jak mogę zarządzać ermisjami
00:00:43
konkretną bibliotekę dokumentów?
00:00:44
Muszę zacząć od wejścia do
00:00:47
Ten dokument
00:00:48
Biblioteka, a następnie kliknij
00:00:49
ikona koła zębatego u góry
00:00:51
na prawo od mojego ekranu. Ustawienia biblioteki.
00:00:57
I sprawdzimy więcej ustawień biblioteki.
00:01:02
W tym menu chcą tego zainteresowania
00:01:05
jesteśmy Ermissions dla tej biblioteki dokumentów.
00:01:11
Domyślnie istnieje dziedziczenie
00:01:14
uprawnień tego
00:01:17
strona internetowa, dzięki której członkowie mogą edytować.
00:01:19
Właściciele witryny SharePoint mają
00:01:23
Większa kontrola, a odwiedzający mogą tylko czytać.
00:01:27
Chciałbym powstrzymać dziedziczenie.
00:01:30
Zweryfikuj tę wiadomość.
00:01:35
Po prostu wybierz odwiedzających i
00:01:37
po prostu usuń uprawnienia użytkownika.
00:01:38
Po zatwierdzeniu każdy z tej grupy
00:01:40
Nie będzie już dostępu do tej biblioteki.
00:01:43
Jeśli popełniłeś jakikolwiek błąd,
00:01:45
Jeśli coś musi się zmienić,
00:01:47
Musisz wrócić do
00:01:49
Tak jak było. Ty po prostu
00:01:51
musisz kliknąć Usuń unikalne uprawnienia.
00:01:56
Który przywróci dziedziczenie
00:01:59
To było tam wcześniej.

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résultat(s)
00:00:00
Jelenleg értékesítési csapatként dolgozunk
00:00:02
a SharePoint webhelyen, és megvan
00:00:05
létrehozta az ügyfél mappakönyvtárát.
00:00:08
Ez a dokumentumkönyvtár lehetővé teszi számunkra
00:00:10
tárolja az összes kapcsolódó dokumentumot
00:00:12
az ügyfeleknek, hogy az összes
00:00:15
kollégáink már mehetnek oda,
00:00:17
módosítsa az adatokat és használja azokat.
00:00:19
A lényeg az, hogy ezzel kapcsolatban állunk
00:00:22
webhely ezen a SharePoint-webhelyen.
00:00:25
A tényleges ügyfeleken ők
00:00:27
látogatói jogokkal rendelkeznek,
00:00:28
Így tehát csak a
00:00:31
dokumentumok módosítása nélkül.
00:00:33
De szeretnék megbizonyosodni arról, hogy
00:00:36
Ügyfeleim nem férnek hozzá
00:00:38
Az összes fájl ebben a könyvtárban.
00:00:41
Hogyan kezelhetem a hitelesítéseket
00:00:43
egy konkrét dokumentumkönyvtár?
00:00:44
Kezdjem azzal, hogy bemegyek
00:00:47
az említett dokumentum
00:00:48
könyvtár, majd kattintson a gombra
00:00:49
a fogaskerék ikon a tetején
00:00:51
A képernyőm jobb oldalán. Könyvtár beállításai.
00:00:57
És megnézzük a további könyvtárbeállításokat.
00:01:02
Miután beléptek ebbe a menübe, ezt az érdeklődést
00:01:05
Ermissziók vagyunk ehhez a dokumentumkönyvtárhoz.
00:01:11
Alapértelmezés szerint van öröklés
00:01:14
ennek engedélyeiről
00:01:17
weboldal, hogy a tagok szerkeszthessék.
00:01:19
A SharePoint-webhely tulajdonosai
00:01:23
nagyobb ellenőrzés, és a látogatók csak olvashatnak.
00:01:27
Meg akarom állítani az örökséget.
00:01:30
Ellenőrizze ezt az üzenetet.
00:01:35
Csak válassza ki a látogatókat és
00:01:37
egyszerűen távolítsa el a felhasználói jogosultságokat.
00:01:38
Miután hitelesítettük, bárki ebben a csoportban
00:01:40
Nem lesz többé hozzáférés ehhez a könyvtárhoz.
00:01:43
Ha bármilyen hibát követtél el,
00:01:45
Ha valaminek meg kell változtatnia,
00:01:47
vissza kell menned a
00:01:49
ahogy a dolgok voltak. Te csak
00:01:51
kattintson az Egyedi engedélyek törlése elemre.
00:01:56
Ami visszaállítja az örökséget
00:01:59
ami korábban ott volt.

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