To prevent data leaks and work efficiently in SharePoint Online, it's important to set permissions based on user’s roles and tasks. There are different permission levels for the entire site collection, specific sites, lists, and individual items. For instance, a site owner can create or delete pages, while a site member can only edit or view them.
SharePoint utilizes permission levels, such as Full Control, Design, Edit, Contribute, and Read to define specific actions users or groups can perform.
- By direct assignment to SharePoint sites, lists, or list items with a particular permission level.
- By adding users or security groups to a SharePoint group already assigned with a specific permission level.
Understanding these levels is crucial before making any modifications.
To create a custom SharePoint permission,
- Select the desired site. Then, under Gear Icon » Site Permissions.
- Now click ‘Advanced permission settings’ and navigate to 'Permission Levels,' to ‘Add a Permission Level, by specifying the desired permissions, and establish the group for the newly created permission level.
To create a SharePoint group with the custom permission level,
- Once navigated to the Advanced permission settings under 'Site Permissions' by clicking ‘Site settings’.
- Create a 'Group' from the 'Permissions' tab and fill out details. Now select the desired custom permission level and create the group for site access.
To give user access to a SharePoint Online site, navigate to the desired site and select "Add members" under Site permissions and proceed by selecting the desired options provided below.
To Add Members to Office 365 Group:
- Choose Add Members to Group.
- Enter a name/email and click 'Save'.
To Share Site Only (Without Office 365 Group):
- Select Share Site Only.
- Enter a name or email, choose permission level, and click 'Add.'