How to Create a SharePoint Site and Manage Permissions

Introduction

SharePoint, Microsoft's collaborative platform redefines how teams work together. Centralizing document management and fostering seamless communication empowers organizations to boost productivity and innovation.

Step 1. Open the top left corner and click the Create Site button.

Create Site

Step 2. In the SharePoint site, select the Team site and click on Create.

Create

Step 3. Please follow the appropriate steps for SharePoint site details.

  • Site Name: <Site Name>
  • Group email address: <Site Name>
  • Site Address: https:// <sitename>. sharepoint.com
  • Site Description: Provide a brief description of the site's purpose or content.
    Site Description
  • Privacy Settings: Choose the appropriate privacy settings for your site:
  • Public: Anyone with access to your organization's SharePoint environment can access the site.
  • Private: Only users who are specifically granted access can enter the site.

Here I’m going to choose private. Note that once a site is created still you can be able to set the privacy setting.

Privacy setting

Step 4. During the creation of the site, you will be able to add members, or you can choose to do so later.

Add members

Step 5. Now the created site is in place.

Created site is in place

Implementation of Permissions to users and groups

Step 1. Permissions Configure permissions for the site. You can specify who has access to the site and what level of access they have (e.g., read-only, contribute, or full control). You may want to collaborate with your organization's IT or SharePoint administrators to set up permissions correctly.

  • Access Site Settings: Go to the site where you want to set up permissions.
  • Click on Permissions: Look for an option like "Site permissions" or "People and groups."
  • Add Users or Groups: Enter the names or email addresses of users or groups you want to grant access to.
    Add Users or Groups
  • Understand Default Groups: SharePoint typically includes default groups like Owners, Members, and Visitors. These groups have predefined permissions levels:
  • Owners: Members of this group typically have full control over the site, including the ability to manage permissions.
  • Members: Members usually have contributed permissions, allowing them to add, edit, and delete content.
  • Visitors: Visitors typically have read-only access, meaning they can view content but not modify it.
    Visitors

Step 2. Add Users or Groups: To grant access to specific users or groups: go to the right side corner click the settings icon and then Site Permission.

Site Permission

Step 3. Now you can verify the permission level by expanding controls. For example, if you require editing permissions along with specifying users or groups, you can proceed accordingly.

Permission level

Step 4. Now, I'm navigating to the sharing settings. Click on Advanced Sharing Permissions.

Advanced Sharing Permissions

Sharepoint

Note. Upon landing on the SharePoint permissions page, you will see three default groups. If you wish to create a group with different permission sets, you can do so by clicking "Create Group" at the top. And you can be able to edit the existing groups also as you need permissions.

Step 5. Click on "Grant Permissions" or "Invite users" depending on your SharePoint version.

Grant Permissions

Step 7. Enter the name or email address of the user or group you want to grant access to.

Choose the permission level you want to assign (e.g., Full Control, Contribute, Read).

If you want, you can add a personal message to the invitation.

Personal message

Step 6. Click Share or "Grant Permissions" to send the invitation.

 Click Share

Step 7. Now you can modify or add new permission levels that are preset by SharePoint Online.

New permission levels

Step 8. Now you can see all the pre-created permissions and review the rules contained within each permission by clicking on one, such as the "Read" permission.

Read permission

Step 9. You can select the "Read" permission and review it in detail.

Review

Note. If you want to copy this permission set and create your own, you can do so by copying the permission level.

SharePoint Permission Inherent Steps

Step 1. Select your document library and click on Library settings.

Library settings

Select Permissions for this document library.

Document library

Step 2. You do not need to apply for permission from the parents so that you can stop.

Parents

Step 3. You have successfully stopped the inherent permissions. Now, you can apply for your own permission.

Successfully stopped

Conclusion

This article guides you through the create and manage permission process of the Microsoft SharePoint Online. If you encounter further confusion, feel free to contact me.