03 October, 2020
There will be occasions when you need special groups to manage specific lists and libraries, it is very important to get the settings right. (These settings are applicable to SharePoint 2007 as well).
Name- it may be Project Managers for example. A handy tip is to create it with the same name as the library/list you are planning to link it to.
Once your groups are created, you can view them under Groups. This is a list of all the groups created in a site collection. Look at the difference between the About Me sections on the groups. The Bad group has no URL. The Good Group has the one we copied and pasted; and all the default groups created with a new site have a description and link in by default to the site the group is applicable to. Note the site we are currently on, LC Home. One would assume A Bad Group would link to a site that is called bad perhaps. But if you click the name of the group or the Edit icon to edit it, notice where you are. You are looking at the membership or edit setting of the group, but you are still on the site you started from! You are not in the site the group is applicable to. If you do not have a third-party tool installed on the platform specifically to manage permissions, the only way to find out where this custom group is applicable is to click through every single site in the site collection and look at the permissions to find it. Can you imagine the scope of this task? This is why it is critical to insert the link to the site the group is applicable to in About Me. If you create custom groups and you no longer need them, it is important to delete them. If you don’t, people may get save conflicts as they try to create groups that already exist but are dormant. Please note that when you delete a site, make sure you delete all your custom groups applicable to that site first as they do not automatically get deleted like the default Members, Owners, and Visitors groups. If you are a Site Collection Administrator, it is your job to implement measures and governance to ensure the proper management of groups in that collection. Make sure you and your Site Owners have the proper training to manage sites. Go and click on your Groups link now to see what state your permissions are in and put measures in place to get it sorted out sooner rather than later.
If you are working on a subsite, by default the permission levels are inherited from the parent site. Although you can still edit them (an action that breaks the inheritance), you should make sure this is what you actually want to do. If you want to make sure you are editing the permission levels in the top site, use the Manage Parent option in the Inheritance section of the Edit ribbon of the permission management page to get to the parent site’s permissions management page. On the Permission Levels page, you can see and manage all the existing permission levels (see Figure 1).
To create a new permission level, click the Add a Permission Level button on the toolbar. The Add a Permission Level page opens (see Figure 2). On this page, you can define the name for the new permission level and what permissions set it should include. Simply select the permissions you want the permission level to include and click the Create button at the bottom of the screen. Figure 2. Add a Permission Level page.
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