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

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.

résultat(s)
00:00:00
I just created as an admin
00:00:02
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
00:00:14
Admin Center in the Active
00:00:16
Site pane. Here I can find my
00:00:19
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
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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.
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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
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people outside your organization.
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You simply have to click on Add Site
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Visitors. Oh, add site members.
00:01:16
To start searching by name or e-mail address.
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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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