SharePoint (Modern Sites) - Managing permissions on a SharePoint file Video
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
- 826 views
-
SharePoint (Modern Sites) - Create a document library
- 1:56
- Viewed 1047 times
-
SharePoint (Modern Sites) - Prevent comments on modern pages
- 1:15
- Viewed 1245 times
-
SharePoint (Modern Sites) - Disable the OneDrive sync button
- 0:49
- Viewed 946 times
-
SharePoint (Modern Sites) - Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 937 times
-
SharePoint (Modern Sites) - Customise my SharePoint site navigation
- 2:20
- Viewed 901 times
-
SharePoint (Modern Sites) - Modify membership to the sites of my organization
- 1:38
- Viewed 883 times
-
SharePoint (Modern Sites) - Delete a SharePoint site
- 1:12
- Viewed 926 times
-
SharePoint (Modern Sites) - Configure the global Theme and logo
- 2:26
- Viewed 1252 times
-
Activate the features of Teams Premium
- 3:48
- Viewed 13715 times
-
Conduct outstanding webinars with Teams Premium
- 2:37
- Viewed 5827 times
-
Create a subsite
- 1:47
- Viewed 3250 times
-
Create a site collection
- 3:16
- Viewed 3131 times
-
Viva Connections for your colleague
- 0:30
- Viewed 2750 times
-
The admin role
- 1:59
- Viewed 2724 times
-
Optimize meeting management with meeting templates
- 1:31
- Viewed 2682 times
-
Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2607 times
-
Create a communication site
- 0:50
- Viewed 2531 times
-
What are virtual appointments in Teams Premium?
- 2:39
- Viewed 2471 times
-
Create a new page on a site
- 3:13
- Viewed 2464 times
-
Boost meetings with the advanced features of Teams Premium
- 1:18
- Viewed 2404 times
-
Delete and restaure a site or subsite
- 1:21
- Viewed 2370 times
-
Set your navigation on your site
- 3:16
- Viewed 2322 times
-
The manager role
- 2:41
- Viewed 2280 times
-
Deploy your Viva Connections
- 2:22
- Viewed 2218 times
-
Modify and set the authorisations for a list or a library
- 2:46
- Viewed 2170 times
-
Add an app
- 2:40
- Viewed 2162 times
-
Set up your navigation
- 0:53
- Viewed 2122 times
-
Define a parent site
- 1:04
- Viewed 1628 times
-
Access the admin center
- 0:52
- Viewed 1283 times
-
Configure the global Theme and logo
- 2:26
- Viewed 1252 times
-
Prevent comments on modern pages
- 1:15
- Viewed 1245 times
-
Create a SharePoint site
- 1:57
- Viewed 1160 times
-
Set the proper time zone
- 0:44
- Viewed 1138 times
-
Apply a Specific Policy to a User
- 1:22
- Viewed 1132 times
-
Create a permission group
- 2:11
- Viewed 1102 times
-
Disable site creation
- 0:52
- Viewed 1090 times
-
Define site storage limits
- 1:42
- Viewed 987 times
-
Managing permissions on a SharePoint page
- 1:27
- Viewed 949 times
-
Disable the OneDrive sync button
- 0:49
- Viewed 946 times
-
Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 937 times
-
Delete a SharePoint site
- 1:12
- Viewed 926 times
-
Disable subsite creation
- 0:53
- Viewed 909 times
-
Modify membership to the sites of my organization
- 1:38
- Viewed 883 times
-
Managing permissions in a SharePoint folder
- 1:10
- Viewed 861 times
-
Managing permissions of a document library
- 2:01
- Viewed 819 times
-
Managing permissions on a SharePoint List
- 1:42
- Viewed 813 times
-
SharePoint permission levels
- 2:16
- Viewed 799 times
-
Recover deleted items
- 01:09
- Viewed 361 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 342 times
-
Add a third-party application
- 02:40
- Viewed 237 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 207 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 179 times
-
Introduction to PowerBI
- 00:60
- Viewed 168 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 159 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 157 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 163 times
-
Introduction to Planner
- 00:56
- Viewed 171 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 159 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 165 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 225 times
-
Introduction to Sway
- 01:53
- Viewed 143 times
-
Introducing to Word
- 01:00
- Viewed 166 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 148 times
-
Create a call group
- 01:15
- Viewed 200 times
-
Use call delegation
- 01:07
- Viewed 128 times
-
Assign a delegate for your calls
- 01:08
- Viewed 200 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 137 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 127 times
-
Manage advanced call notifications
- 01:29
- Viewed 142 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 173 times
-
Block unwanted calls
- 01:24
- Viewed 140 times
-
Disable all call forwarding
- 01:09
- Viewed 142 times
-
Manage a call group in Teams
- 02:01
- Viewed 133 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 130 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 123 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 148 times
-
Manage voicemail messages
- 01:55
- Viewed 188 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 205 times
-
Customize your voicemail greeting
- 02:17
- Viewed 125 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 121 times
-
Manage simultaneous calls
- 01:52
- Viewed 132 times
-
Support third-party apps during calls
- 01:53
- Viewed 161 times
-
Add participants quickly and securely
- 01:37
- Viewed 132 times
-
Configure call privacy and security settings
- 02:51
- Viewed 130 times
-
Manage calls on hold
- 01:20
- Viewed 139 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 127 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 132 times
-
Action Function
- 04:18
- Viewed 139 times
-
Search Function
- 03:42
- Viewed 189 times
-
Date and Time Function
- 02:53
- Viewed 171 times
-
Logical Function
- 03:14
- Viewed 257 times
-
Text Function
- 03:25
- Viewed 201 times
-
Basic Function
- 02:35
- Viewed 159 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 189 times
-
Introduction to Power Fx
- 01:09
- Viewed 161 times
-
The New Calendar
- 03:14
- Viewed 283 times
-
Sections
- 02:34
- Viewed 172 times
-
Customizing Views
- 03:25
- Viewed 166 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 273 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 187 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 146 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 174 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 393 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 335 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 206 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 350 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 223 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 229 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 405 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 199 times
-
Share Power Automate Flows
- 02:20
- Viewed 194 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 198 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 185 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 197 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 232 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 168 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 361 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 584 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 338 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 328 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 306 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 274 times
-
Discover the “Build Space”
- 02:26
- Viewed 193 times
-
The Power Automate Mobile App
- 01:39
- Viewed 201 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 195 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 282 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 188 times
-
Access Power Automate for the Web
- 01:25
- Viewed 298 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 246 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.