Solving SharePoint Permissions: A Simple Guide

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  • Опубликовано: 29 ноя 2023
  • Being a Content Owner of a Sharepoint site or team is a big responsibility. Managing permissions, creating content for your users, and you’re the enforcer of access. It’s important that you understand not only how permissions work in SharePoint, but how to “set and forget” them so you can go back to curating content or other more important work. I’ll lay out 5 basic principles that will make configuring permissions a breeze. No matter if you're a SharePoint beginner or expert, it's always a benefit to know what you're doing with permissions.
    Check out a more in-depth blog in this topic here!
    www.bulb.digital/blog/basic-p...
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    0:18 Responsibility of Sharepoint Site Owners
    0:34 Permissions Nightmare
    0:59 Best Simple Systems
    1:48 Major Obstacles to Permissions
    1:53 Cascading and Overwriting
    2:35 Individual Permissions
    3:05 Too Many Files in a Collection
    3:29 Shared Links Break Default Permissions
    3:51 How to Solve
    6:53 Roles and Existing Sharepoint Groups
    8:00 Essential Considerations
    8:28 Use Active Directory Groups
    8:47 Sharepoint Team and Teams
    9:47 Summary
    #modernworkplace #modeldrivenapps #powerapp #powerautomate #m365 #citizendeveloper
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Комментарии • 13

  • @BulbDigital
    @BulbDigital  6 месяцев назад

    Being a site or team owner is a big responsibility. What have you found that works in the permission's nightmare?

  • @AndreiIoanTescula
    @AndreiIoanTescula 3 месяца назад

    Hi ! Very useful your video. I have a situation, long story-short: How do you suggest organizing sharepoint for following scenario:
    In my company the legal advisor and a collaborator are managing all company contracts for about 110 customers.
    For these customers some contract managers are responsible, for example person A responsible for 2-3 customers, person B responsible for other 3-4 customers, etc, so they need to access relevant documents.
    I have a sharepoint team site called "Legal Department" where in a single (default) document library each customer contracts and any additional docs are in folders with the name of the customer.
    How do you suggest organize sharepoint in such a way that:
    MOST IMPORTANT - each contract manager (aka person A,B) has access ONLY to his customer folder and nowhere else,
    and everyone in the org to be able to access the site and to see only general presentation of Legal Department (text, pictures, web links, etc) but no customer folders at all ?
    To create a site for every customer would be a big mess I guess (more than 100 and growing constantly).
    Appreciate any suggestion. Thank you.

    • @BulbDigital
      @BulbDigital  3 месяца назад

      You should create a Communication site that is where the Legal Department will post "general presentation". We would call this a Department Intranet site.
      You should create a Teams Shared Workspace or a SharePoint Teams site where all of the Contract Managers have read only access to the site. Then create folders for each customer and break inheritance removing and removing access for the Site Visitors SharePoint group and adding Edit permission for the specific Contract Manager that should have access to that customer.
      This is a complicated scheme so you will want to make sure to properly manage and maintain this. It would be safer to create dedicated sites, but you already said you don't think that will work.
      If you want to discuss this more please join our Office Hours tomorrow or you could purchase a private coaching session.

  • @Krista-dc3bz
    @Krista-dc3bz 2 месяца назад

    Can you make the whole site private except for those who have certain permissions? Example, we are looking at creating a Teams Site SharePoint for our HR team. With HR having confidential information, can we spot others from within the company viewing the site? If so, what happens if someone shares a link to a document not realizing it's connected to the SharePoint site. Will they get a note saying something like "You do not have permission to access this site?"

    • @BulbDigital
      @BulbDigital  2 месяца назад

      Hi Krista, yes you're spot on with this. Your HR team should have their own team site they only have permissions to. If a document needs to be shared outside of that team with the broader company, that document should be copied/published on a communication site the rest of the company has access to. But if someone shares a link to the team site document, it depends on how it was shared. If they generated a link that gave specific people permissions, those people get permissions. But if they're just grabbing the link from their browser and pasting it somewhere, yes they will be greeted with a "you do not have permission" error.

  • @user-mw8th9gv9f
    @user-mw8th9gv9f 4 месяца назад

    I understand your point to break up the content into separate site collections to avoid permissions nightmare, but what about eventual site sprawl nightmare? Too many sites for a large company can be difficult to manage too for administrators. It would be great to have a video on archiving sites

    • @BulbDigital
      @BulbDigital  4 месяца назад

      Challenges administering SharePoint and Teams sprawl is real. It isn't clear how large a company you are talking about, but we often recommend locking down who can create Teams and SharePoint sites at a minimum. For organizations of under 100 employees we recommend adding a basic approval process. For larger organizations we recommend using automated governance tools.
      These recommendations are flexible and highly dependent on a specific organizations needs and the value these tools provide.
      Thanks for the content idea regarding archiving or dealing with lots of sites.

    • @dimitarkokotanekov9388
      @dimitarkokotanekov9388 3 месяца назад +1

      @@BulbDigital I would say for company under 100 - a simple structure as 1 department = 1 site + 1 corporate site for C level is starting point

  • @johnbrennan8442
    @johnbrennan8442 6 месяцев назад

    7.00 are members not edit ?

    • @BulbDigital
      @BulbDigital  6 месяцев назад +1

      By default the members group is configured to have the edit permission level not the contribute permission level.
      *Contribute permission level is what most people likely think of. It means users can upload, download, read, and edit files and list items.
      *Edit permission level adds the ability to add, remove, or modify lists and libraries
      It is really important for administrators to understand these differences.

    • @johnbrennan8442
      @johnbrennan8442 5 месяцев назад

      @@BulbDigital Yes but you said members have contribute , they don’t have contribute they have edit permissions

  • @user-gk1hf5rx7t
    @user-gk1hf5rx7t Месяц назад

    Did he just called me stupid ??😂