Managing Site and List Security

Module 6

Overview Understanding Security Adding Users to Sites Creating Custom SharePoint Groups Creating Custom Permission Levels Managing List Permissions

Understanding Security

Overview of SharePoint Security

What are SharePoint Groups?

What are Permission Levels?

Viewing Permissions in a Site

Overview of SharePoint Security

SiteRead

Access

ItemEdit

Access

FolderManagers

Only

LibraryApprove

Access

ListFull Control

What are SharePoint Groups?

Site Visitor

• Read access to site

• Read to all content

Site Member

• Read access to site

• Add, Edit and Delete to all content

Site Owner

• Full Control to site

• Permission control to site

What are Permission Levels?

• View Site• Read ContentRead

• View Site• Add, Update, Delete

Content

Contribute

• Full control of site• Full control of content

Full Control

Viewing Permissions in a Site

Permission AreasSite:

People and

Groups or Site

Settings

List or Library:

List/Library

Settings

Folder or Item:

Folder/Item

Settings

Adding Users to a Site

Adding Users to a Site

Communicating with Users in a Site

Activity: Adding Users to a Site

Adding Users to a Site

Access site to

add user

Choose SharePoint Group

Choose user to

be added

Send email for notificati

on

Communicating with Users in a Site

Access People and Groups

On Quick Launch

Through Site Settings

Choose Users to Contact

By SharePoint Group

By All People

Communicate with Users

By Email

By Instant Message/Voice

Activity: Adding Users to a Site

Exercise 1: Adding Members to a Site

Skills

Questions

Hands On

Lecture

Creating CustomSharePoint Groups

Understanding Group Access

Creating and Editing SharePoint Groups

Activity: Creating a Custom SharePoint Group

Understanding Group AccessContractors, Department Managers—Full Control

Project Users, Department Users—Full

Control

Department Users,

Contractors—Read

Parent Site

Child Site

Child Site

List

List Item

Creating and Editing SharePoint Groups

Create a Group

People and Groups

New to Group

Choose settings

Edit a GroupPeople and

Groups

Choose Group to

editAccess Group

Settings

Remove a Group

People and Groups

Choose group to remove

Delete Group

Activity: Creating a Custom SharePoint Group

Exercise 1: Creating a Special Purpose Group

Skills

Questions

Hands On

Lecture

Creating CustomPermission Levels

Understanding Permissions

Creating and Editing Permission Levels

Activity: Creating a Special Purpose Permission

Understanding Permissions

Full Control

Security

Content

Contribute

Content

Pages

ReadSite View Content Read

Creating and Editing Permission Levels

• Inheritance Begins

• Available for site

Choose the Site

• Cascades to List

• Copy from original

Set Permission

s • Avoid direct granting

• Avoid duplication

Apply Groups

Activity: Creating a Custom Permission Level

Exercise 1: Creating a Special Purpose Permission

Skills

Questions

Hands On

Lecture

Managing List Permissions

Understanding Permission Inheritance

Modifying Permissions

Activity: Creating List-Level Permissions

Understanding Permission Inheritance

Permissions Begin at Parent

Permissions Inherited

Permissions Inherited

Permissions Broken at

Child

Permissions Broken at

Child

Modifying Permissions

Inherit Permissions

Settings Page Reset at that level

Edit PermissionsActions menu Security

Warning

Access Permission PagePeople and Groups List or Item

Activity: Creating List-Level Permission

Exercise 1: Breaking Permission Inheritance

Skills

Questions

Hands On

Lecture

Review Understanding Security Adding Users to Sites Creating Custom SharePoint Groups Creating Custom Permission Levels Managing List Permissions