SharePoint (Modern Sites) - Managing permissions on a SharePoint file Tutorial
Learn how to manage permissions on a SharePoint file in this advanced tutorial. Discover how to efficiently collect insurance numbers from your team to perform administrative work. Get a step-by-step guide on organizing documents in the same document library. Enhance your SharePoint skills today!
- 1:12
- 838 views
-
SharePoint (Modern Sites) - Create a document library
- 1:56
- Viewed 1058 times
-
SharePoint (Modern Sites) - Prevent comments on modern pages
- 1:15
- Viewed 1265 times
-
SharePoint (Modern Sites) - Disable the OneDrive sync button
- 0:49
- Viewed 963 times
-
SharePoint (Modern Sites) - Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 954 times
-
SharePoint (Modern Sites) - Customise my SharePoint site navigation
- 2:20
- Viewed 912 times
-
SharePoint (Modern Sites) - Modify membership to the sites of my organization
- 1:38
- Viewed 891 times
-
SharePoint (Modern Sites) - Delete a SharePoint site
- 1:12
- Viewed 938 times
-
SharePoint (Modern Sites) - Configure the global Theme and logo
- 2:26
- Viewed 1280 times
-
Activate the features of Teams Premium
- 3:48
- Viewed 13799 times
-
Conduct outstanding webinars with Teams Premium
- 2:37
- Viewed 5837 times
-
Create a subsite
- 1:47
- Viewed 3276 times
-
Create a site collection
- 3:16
- Viewed 3152 times
-
Viva Connections for your colleague
- 0:30
- Viewed 2766 times
-
The admin role
- 1:59
- Viewed 2733 times
-
Optimize meeting management with meeting templates
- 1:31
- Viewed 2696 times
-
Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2644 times
-
Create a communication site
- 0:50
- Viewed 2562 times
-
What are virtual appointments in Teams Premium?
- 2:39
- Viewed 2497 times
-
Create a new page on a site
- 3:13
- Viewed 2482 times
-
Boost meetings with the advanced features of Teams Premium
- 1:18
- Viewed 2419 times
-
Delete and restaure a site or subsite
- 1:21
- Viewed 2382 times
-
Set your navigation on your site
- 3:16
- Viewed 2334 times
-
The manager role
- 2:41
- Viewed 2289 times
-
Deploy your Viva Connections
- 2:22
- Viewed 2232 times
-
Modify and set the authorisations for a list or a library
- 2:46
- Viewed 2178 times
-
Add an app
- 2:40
- Viewed 2173 times
-
Set up your navigation
- 0:53
- Viewed 2132 times
-
Define a parent site
- 1:04
- Viewed 1636 times
-
Access the admin center
- 0:52
- Viewed 1308 times
-
Configure the global Theme and logo
- 2:26
- Viewed 1280 times
-
Prevent comments on modern pages
- 1:15
- Viewed 1265 times
-
Create a SharePoint site
- 1:57
- Viewed 1181 times
-
Set the proper time zone
- 0:44
- Viewed 1153 times
-
Apply a Specific Policy to a User
- 1:22
- Viewed 1146 times
-
Create a permission group
- 2:11
- Viewed 1118 times
-
Disable site creation
- 0:52
- Viewed 1103 times
-
Define site storage limits
- 1:42
- Viewed 1000 times
-
Managing permissions on a SharePoint page
- 1:27
- Viewed 966 times
-
Disable the OneDrive sync button
- 0:49
- Viewed 963 times
-
Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 954 times
-
Delete a SharePoint site
- 1:12
- Viewed 938 times
-
Disable subsite creation
- 0:53
- Viewed 920 times
-
Modify membership to the sites of my organization
- 1:38
- Viewed 891 times
-
Managing permissions in a SharePoint folder
- 1:10
- Viewed 870 times
-
Managing permissions of a document library
- 2:01
- Viewed 830 times
-
Managing permissions on a SharePoint List
- 1:42
- Viewed 822 times
-
SharePoint permission levels
- 2:16
- Viewed 811 times
-
Recover deleted items
- 01:09
- Viewed 380 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 359 times
-
Add a third-party application
- 02:40
- Viewed 248 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 219 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 200 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 60 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 65 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 80 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 75 times
-
Copilot at the service of project reports
- 02:36
- Viewed 66 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 63 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 105 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 68 times
-
Project mode
- 01:31
- Viewed 70 times
-
Create an agent for a team
- 01:53
- Viewed 119 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 120 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 67 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 121 times
-
Copilot Studio agent settings
- 01:33
- Viewed 63 times
-
Add new actions
- 01:54
- Viewed 117 times
-
Create a first action
- 01:59
- Viewed 115 times
-
Manage topics
- 01:51
- Viewed 94 times
-
Manage knowledge sources
- 01:11
- Viewed 64 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 111 times
-
Access Copilot Studio
- 01:09
- Viewed 111 times
-
Get started with Copilot Studio
- 01:25
- Viewed 62 times
-
Introduction to PowerBI
- 00:60
- Viewed 181 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 171 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 173 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 177 times
-
Introduction to Planner
- 00:56
- Viewed 185 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 173 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 181 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 246 times
-
Introduction to Sway
- 01:53
- Viewed 156 times
-
Introducing to Word
- 01:00
- Viewed 176 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 158 times
-
Create a call group
- 01:15
- Viewed 224 times
-
Use call delegation
- 01:07
- Viewed 142 times
-
Assign a delegate for your calls
- 01:08
- Viewed 220 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 145 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 136 times
-
Manage advanced call notifications
- 01:29
- Viewed 152 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 183 times
-
Block unwanted calls
- 01:24
- Viewed 149 times
-
Disable all call forwarding
- 01:09
- Viewed 155 times
-
Manage a call group in Teams
- 02:01
- Viewed 144 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 141 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 136 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 158 times
-
Manage voicemail messages
- 01:55
- Viewed 206 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 224 times
-
Customize your voicemail greeting
- 02:17
- Viewed 134 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 134 times
-
Manage simultaneous calls
- 01:52
- Viewed 144 times
-
Support third-party apps during calls
- 01:53
- Viewed 177 times
-
Add participants quickly and securely
- 01:37
- Viewed 141 times
-
Configure call privacy and security settings
- 02:51
- Viewed 140 times
-
Manage calls on hold
- 01:20
- Viewed 148 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 138 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 148 times
-
Draft a Service Memo
- 02:33
- Viewed 194 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 182 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 267 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 236 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 94 times
-
Other Coaches
- 01:45
- Viewed 194 times
-
Agents in SharePoint
- 02:44
- Viewed 157 times
-
Prompt coach
- 02:49
- Viewed 180 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 171 times
-
Configure a Copilot Agent
- 02:39
- Viewed 166 times
-
Describe a copilot agent
- 01:32
- Viewed 190 times
-
Rewrite with Copilot
- 01:21
- Viewed 163 times
-
Analyze a video
- 01:21
- Viewed 189 times
-
Use the Copilot pane
- 01:12
- Viewed 181 times
-
Process text
- 01:03
- Viewed 169 times
-
Create an insights grid
- 01:19
- Viewed 284 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 178 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 202 times
-
Create an image with Copilot
- 00:42
- Viewed 297 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 193 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 191 times
-
Chat with Copilot
- 00:50
- Viewed 178 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 273 times
-
Data Privacy in Copilot
- 00:43
- Viewed 193 times
-
Access Copilot
- 00:25
- Viewed 297 times
-
Use a Copilot Agent
- 01:24
- Viewed 202 times
-
Modify with Pages
- 01:20
- Viewed 206 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 198 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 193 times
-
Generate the email for the recipient
- 00:44
- Viewed 184 times
-
Action Function
- 04:18
- Viewed 149 times
-
Search Function
- 03:42
- Viewed 201 times
-
Date and Time Function
- 02:53
- Viewed 182 times
-
Logical Function
- 03:14
- Viewed 276 times
-
Text Function
- 03:25
- Viewed 210 times
-
Basic Function
- 02:35
- Viewed 175 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 199 times
-
Introduction to Power Fx
- 01:09
- Viewed 176 times
-
The New Calendar
- 03:14
- Viewed 298 times
-
Sections
- 02:34
- Viewed 185 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 297 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 154 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 187 times
-
Use the narrative Builder
- 01:31
- Viewed 234 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 193 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 204 times
-
Share a document with copilot
- 00:36
- Viewed 192 times
-
Configurate a page with copilot
- 01:47
- Viewed 194 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 968 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 207 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 236 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 298 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 368 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 349 times
Objectifs :
This video aims to demonstrate how to manage access permissions in SharePoint, specifically focusing on restricting access to sensitive documents for visitors while maintaining accessibility for team members.
Chapitres :
-
Introduction to SharePoint Document Management
In this section, we introduce the context of managing documents within a SharePoint site. The speaker discusses the challenge of having all documents stored in a single document library, which can lead to accessibility issues, especially when sensitive information is involved. -
Identifying the Problem
The speaker highlights a specific issue: an Excel workbook containing insurance numbers that needs to be kept confidential. This workbook is currently accessible to clients who visit the site, raising concerns about data privacy. -
Managing Access Permissions
To address the issue, the speaker demonstrates how to manage access permissions effectively. The steps include: - Navigating to the document library where the Excel workbook is stored. - Clicking on the three ellipses (•••) next to the document to access the 'Manage access' option. - Locating the 'Visitors' group to confirm their current access level. This process ensures that only authorized team members can view the sensitive document. -
Changing Access Permissions
The speaker proceeds to modify the access permissions for the 'Visitors' group. By left-clicking on the appropriate option, the speaker removes direct access to the Excel workbook for visitors. This action ensures that the workbook is no longer visible to anyone in the Visitors group, effectively protecting sensitive information. -
Conclusion
In conclusion, the video emphasizes the importance of managing document access in SharePoint to safeguard sensitive information. By following the demonstrated steps, users can ensure that confidential documents are only accessible to the appropriate team members, thereby enhancing data security.
FAQ :
What is SharePoint used for?
SharePoint is used for collaboration, document management, and storage. It allows teams to work together on projects, share files, and manage content efficiently.
How can I restrict access to a document in SharePoint?
To restrict access to a document in SharePoint, navigate to the document library, select the document, click on 'Manage Access', and adjust the permissions for specific user groups, such as removing access for the Visitors group.
What is the difference between a document library and a regular folder?
A document library in SharePoint is a specialized storage area that provides additional features like versioning, metadata, and permissions management, whereas a regular folder is a basic file storage structure without these advanced capabilities.
Can clients access my SharePoint documents?
Clients can access SharePoint documents if they are granted permissions. To prevent clients from accessing certain documents, ensure that the permissions are set correctly, such as restricting access to specific user groups.
What happens if I remove access for a user group in SharePoint?
If you remove access for a user group in SharePoint, members of that group will no longer be able to view or interact with the document or folder, and they won't even see its existence in the document library.
Quelques cas d'usages :
Restricting Access to Sensitive Documents
In a corporate environment, a team may need to store sensitive financial data in a SharePoint document library. By managing access, the team can ensure that only authorized personnel can view or edit these documents, while clients or external users are completely restricted from seeing them.
Collaborative Project Management
A project team can use SharePoint to collaborate on a project by storing all related documents in a document library. They can manage access to ensure that only team members can edit the documents, while stakeholders can be given view-only access to monitor progress.
Compliance and Data Security
Organizations can use SharePoint to comply with data protection regulations by controlling access to sensitive information. By setting up proper permissions, they can ensure that only specific groups have access to confidential documents, thus enhancing data security.
Training and Onboarding
During the onboarding process, a company can create a SharePoint site with a document library containing training materials. Access can be managed so that new employees can view the materials while preventing external visitors from accessing sensitive training documents.
Client Collaboration
A consulting firm can use SharePoint to share project updates with clients. By managing access, they can allow clients to view certain documents while keeping other internal documents private, ensuring confidentiality and effective communication.
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.
Document Library
A location on a SharePoint site where documents and files are stored. Users can upload, manage, and share documents within this library.
Excel Workbook
A file created using Microsoft Excel, which is a spreadsheet program. It can contain data organized in rows and columns, and it allows for calculations, graphing tools, and pivot tables.
Manage Access
A feature in SharePoint that allows users to control who can view or edit files and folders. It enables the management of permissions for different user groups.
Visitors Group
A predefined group in SharePoint that typically has read-only access to the site content. Members of this group can view documents but cannot edit or delete them.
Authorization
The process of determining whether a user has permission to access a resource or perform an action. In SharePoint, it refers to the permissions set for users or groups.