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
- 733 views
-
SharePoint (Modern Sites) - Create a document library
- 1:56
- Viewed 928 times
-
SharePoint (Modern Sites) - Prevent comments on modern pages
- 1:15
- Viewed 1042 times
-
SharePoint (Modern Sites) - Disable the OneDrive sync button
- 0:49
- Viewed 848 times
-
SharePoint (Modern Sites) - Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 788 times
-
SharePoint (Modern Sites) - Customise my SharePoint site navigation
- 2:20
- Viewed 810 times
-
SharePoint (Modern Sites) - Modify membership to the sites of my organization
- 1:38
- Viewed 774 times
-
SharePoint (Modern Sites) - Delete a SharePoint site
- 1:12
- Viewed 793 times
-
SharePoint (Modern Sites) - Configure the global Theme and logo
- 2:26
- Viewed 1093 times
-
Activate the features of Teams Premium
- 3:48
- Viewed 12618 times
-
Conduct outstanding webinars with Teams Premium
- 2:37
- Viewed 5486 times
-
Create a subsite
- 1:47
- Viewed 3042 times
-
Create a site collection
- 3:16
- Viewed 2897 times
-
Viva Connections for your colleague
- 0:30
- Viewed 2557 times
-
The admin role
- 1:59
- Viewed 2548 times
-
Optimize meeting management with meeting templates
- 1:31
- Viewed 2396 times
-
Create a communication site
- 0:50
- Viewed 2300 times
-
Delete and restaure a site or subsite
- 1:21
- Viewed 2253 times
-
Create a new page on a site
- 3:13
- Viewed 2250 times
-
What are virtual appointments in Teams Premium?
- 2:39
- Viewed 2238 times
-
Set your navigation on your site
- 3:16
- Viewed 2195 times
-
Boost meetings with the advanced features of Teams Premium
- 1:18
- Viewed 2172 times
-
Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2163 times
-
The manager role
- 2:41
- Viewed 2151 times
-
Deploy your Viva Connections
- 2:22
- Viewed 2077 times
-
Add an app
- 2:40
- Viewed 2050 times
-
Modify and set the authorisations for a list or a library
- 2:46
- Viewed 2047 times
-
Set up your navigation
- 0:53
- Viewed 2002 times
-
Define a parent site
- 1:04
- Viewed 1530 times
-
Access the admin center
- 0:52
- Viewed 1103 times
-
Configure the global Theme and logo
- 2:26
- Viewed 1093 times
-
Prevent comments on modern pages
- 1:15
- Viewed 1042 times
-
Set the proper time zone
- 0:44
- Viewed 1022 times
-
Create a SharePoint site
- 1:57
- Viewed 1002 times
-
Disable site creation
- 0:52
- Viewed 970 times
-
Apply a Specific Policy to a User
- 1:22
- Viewed 969 times
-
Create a permission group
- 2:11
- Viewed 948 times
-
Define site storage limits
- 1:42
- Viewed 851 times
-
Disable the OneDrive sync button
- 0:49
- Viewed 848 times
-
Managing permissions on a SharePoint page
- 1:27
- Viewed 828 times
-
Disable subsite creation
- 0:53
- Viewed 800 times
-
Delete a SharePoint site
- 1:12
- Viewed 793 times
-
Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 788 times
-
Managing permissions in a SharePoint folder
- 1:10
- Viewed 788 times
-
Modify membership to the sites of my organization
- 1:38
- Viewed 774 times
-
Managing permissions of a document library
- 2:01
- Viewed 742 times
-
Managing permissions on a SharePoint List
- 1:42
- Viewed 734 times
-
SharePoint permission levels
- 2:16
- Viewed 719 times
-
Recover deleted items
- 01:09
- Viewed 187 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 170 times
-
Add a third-party application
- 02:40
- Viewed 110 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 78 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 72 times
-
Draft a Service Memo
- 02:33
- Viewed 6 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 5 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 9 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 7 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 5 times
-
Other Coaches
- 01:45
- Viewed 14 times
-
Agents in SharePoint
- 02:44
- Viewed 12 times
-
Prompt coach
- 02:49
- Viewed 13 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 13 times
-
Configure a Copilot Agent
- 02:39
- Viewed 11 times
-
Describe a copilot agent
- 01:32
- Viewed 16 times
-
Rewrite with Copilot
- 01:21
- Viewed 14 times
-
Analyze a video
- 01:21
- Viewed 14 times
-
Use the Copilot pane
- 01:12
- Viewed 15 times
-
Process text
- 01:03
- Viewed 13 times
-
Create an insights grid
- 01:19
- Viewed 24 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 18 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 47 times
-
Create an image with Copilot
- 00:42
- Viewed 57 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 44 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 42 times
-
Chat with Copilot
- 00:50
- Viewed 31 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 46 times
-
Data Privacy in Copilot
- 00:43
- Viewed 40 times
-
Access Copilot
- 00:25
- Viewed 57 times
-
Use a Copilot Agent
- 01:24
- Viewed 56 times
-
Modify with Pages
- 01:20
- Viewed 53 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 58 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 54 times
-
Generate the email for the recipient
- 00:44
- Viewed 49 times
-
Action Function
- 04:18
- Viewed 39 times
-
Search Function
- 03:42
- Viewed 57 times
-
Date and Time Function
- 02:53
- Viewed 48 times
-
Logical Function
- 03:14
- Viewed 78 times
-
Text Function
- 03:25
- Viewed 61 times
-
Basic Function
- 02:35
- Viewed 41 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 61 times
-
Introduction to Power Fx
- 01:09
- Viewed 42 times
-
The New Calendar
- 03:14
- Viewed 92 times
-
Sections
- 02:34
- Viewed 49 times
-
Customizing Views
- 03:25
- Viewed 41 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 86 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 58 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 45 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 38 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 66 times
-
Use the narrative Builder
- 01:31
- Viewed 64 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 60 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 68 times
-
Share a document with copilot
- 00:36
- Viewed 55 times
-
Configurate a page with copilot
- 01:47
- Viewed 69 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 235 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 86 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 102 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 154 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 172 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 154 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 228 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 158 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 86 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 172 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 94 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 91 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 243 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 78 times
-
Share Power Automate Flows
- 02:20
- Viewed 69 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 86 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 76 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 82 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 104 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 69 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 167 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 330 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 145 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 141 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 121 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 92 times
-
Discover the “Build Space”
- 02:26
- Viewed 74 times
-
The Power Automate Mobile App
- 01:39
- Viewed 72 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 80 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 98 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 66 times
-
Access Power Automate for the Web
- 01:25
- Viewed 106 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 94 times
-
Add a third-party application
- 02:40
- Viewed 110 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 124 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 101 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 102 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 73 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 139 times
-
Share a document securely with Outlook
- 02:21
- Viewed 83 times
-
Block a sender
- 01:54
- Viewed 127 times
-
Identify a fraudulent email
- 02:06
- Viewed 77 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 84 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 100 times
-
Protect an email by encrypting
- 01:10
- Viewed 87 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 72 times
-
Recover deleted items
- 01:09
- Viewed 187 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 106 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 73 times
-
Use a Shared Mailbox
- 01:18
- Viewed 116 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 90 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 113 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 78 times
-
Calendar Delegation Setup
- 01:21
- Viewed 104 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 170 times
-
Make changes to a text
- 01:05
- Viewed 126 times
-
Consult the adoption of Copilot through Viva Insights
- 00:52
- Viewed 99 times
-
Search from emails with Copilot
- 00:53
- Viewed 384 times
-
Using Copilot in OneNote with Right-Click
- 01:21
- Viewed 84 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 107 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 95 times
-
Summarizing a Loop Page with Copilot
- 00:55
- Viewed 84 times
-
Generating Loop Content with Copilot
- 01:18
- Viewed 91 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 156 times
-
Generate formulas from a concept
- 01:02
- Viewed 90 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 109 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 128 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 177 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 117 times
-
Create a Meeting Poll
- 02:48
- Viewed 129 times
-
Display Three Time Zones
- 01:52
- Viewed 86 times
-
View Other Calendars
- 00:50
- Viewed 99 times
-
Open a Shared Calendar
- 01:29
- Viewed 97 times
-
Share Your Calendar
- 01:54
- Viewed 101 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 94 times
-
Use the Immersive Reader Feature
- 01:33
- Viewed 89 times
-
Dictate Your Email to Outlook
- 01:35
- Viewed 96 times
-
Translate Emails in Outlook
- 01:32
- Viewed 87 times
-
Make Your Outlook Signature Accessible
- 01:12
- Viewed 83 times
-
Add Accessible Tables and Lists
- 02:32
- Viewed 121 times
-
Improve the Accessibility of Images in Emails
- 01:18
- Viewed 88 times
-
Improve Email Accessibility
- 02:02
- Viewed 89 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 98 times
-
Prepare for Time Out of Office (Viva Insights)
- 02:08
- Viewed 106 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 71 times
-
Delay Email Delivery
- 01:10
- Viewed 94 times
-
Use Conversation View
- 01:47
- Viewed 86 times
-
Clean Up Your Inbox
- 01:18
- Viewed 99 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 369 times
-
Use Categories
- 02:51
- Viewed 80 times
-
Easily Sort Your Mails
- 01:38
- Viewed 78 times
-
Automate Routine Actions
- 02:19
- Viewed 91 times
-
Create an Email Template
- 01:40
- Viewed 115 times
-
Create a task from a message
- 02:00
- Viewed 139 times
-
Share a task list
- 03:10
- Viewed 145 times
-
Create a task or reminder
- 01:50
- Viewed 149 times
-
Task Module Overview
- 01:56
- Viewed 240 times
-
Manage Teams online meeting options
- 01:56
- Viewed 145 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 261 times
-
Create a reminder for yourself
- 01:59
- Viewed 160 times
-
Respond to a meeting
- 01:00
- Viewed 146 times
-
Create an appointment or meeting
- 01:44
- Viewed 159 times
-
Create different types of events
- 01:46
- Viewed 163 times
-
Edit and customize views
- 01:55
- Viewed 165 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 174 times
-
Search options
- 01:23
- Viewed 135 times
-
Sort and filter emails
- 02:51
- Viewed 158 times
-
Request a Read Receipt or Delivery Confirmation
- 02:01
- Viewed 227 times
-
The Bcc Field in Detail
- 01:53
- Viewed 155 times
-
Save and Print a Message
- 01:48
- Viewed 166 times
-
Insert Elements in Emails (Tables, Charts, Images)
- 02:49
- Viewed 214 times
-
Attach files efficiently in Outlook
- 02:20
- Viewed 151 times
-
Process an incoming message
- 01:53
- Viewed 146 times
-
Send an Email and Create a Draft in Outlook
- 03:10
- Viewed 202 times
-
Organize into Folders
- 01:57
- Viewed 161 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 166 times
-
Create and add a signature to messages
- 01:26
- Viewed 156 times
-
Manage new message notifications
- 01:40
- Viewed 145 times
-
Change the default font of your emails
- 01:05
- Viewed 142 times
-
Manage Views
- 02:36
- Viewed 132 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 193 times
-
Explore the Interface
- 03:22
- Viewed 148 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 151 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.