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Info

Applies To Version(s): 3, 3.5 & 3.7

Overview


Permissions are the core of Sharevision. It is important to understand how different permission levels effects your site and how to manage different levels of permissions.

You may want to provide or restrict user access to the site or its contents. For example, you might want to provide access to every form and report, or you might want to provide restricted access to certain areas. You may also want to grant permissions to some of your staff to add new data, but not to delete the content. The easiest way to work with permissions is to use the default groups and permissions levels provided with your Sharevision site, which cover most common scenarios. However, if you need to, you can set more fine-grained permissions beyond the default levels. This article describes the different permissions and permission levels, how ShareVision groups and permissions work together, and how permissions cascade through a site collection.

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About - Site Permissions


The Site Permissions link loads the master list of site permissions, indicating all security groups with corresponding permission levels assigned somewhere on your site. Security groups without permissions assigned at any level are not listed here. Users and security groups with no site-level permissions are designated Limited Access.

       

Getting Here - Site Permissions


There are two ways to get to Site Permissions:

  1. Go to Site Actions > Site Settings > Advanced permissions, in the Users and Permissions section.
  2. Go to Site Actions > Site Settings > People and Groups, in the Users and Permissions section> Site Permissions, under the Groups links.


How-To



Add Users or User Groups to this Site

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  1. Add a user to your site only after first creating a new user account on the server.
  2. Get here: Site Actions > Site Settings > People and Groups, in the Users and Permissions section > Site Permissions, under the Groups links.
  3. Click New on the toolbar.                  
    • New User: adds a new user to the site.
    • New Group: adds a new SharePoint group to the site.

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 See: 



Remove/Edit Selected User Permissions from this Site 

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  1. Get here: Site Actions > Site Settings > People and Groups, in the Users and Permissions section> Site Permissions, under the Groups links.
  2. Click Actions on the toolbar.                  
    • Remove: Select Remove User Permissions.
    • Edit: Select Edit User Permissions.

See: Enable/disable requests for access to your site


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Enable/Disable Requests for Access to Your Site

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  1. Get here: Site Actions > Site Settings > People and Groups, in the Users and Permissions section> Site Permissions, under the Groups links.
  2. Click Settings > Access Requests.

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See: Configure the available permission levels on this site


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Configure the Available Permission Levels on this Site

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  1. Get here: Site Actions > Site Settings > People and Groups, in the Users and Permissions section > Site Permissions, under the Groups links.
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  2. Click Settings > Permission Levels.

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See: People and Groups



Add/Delete Site Collection Administrators 

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Info

Applies

To Version(s): 3  -

only  to Version 3 and 3.5 - Contact your ShareVision Product Expert to upgrade to V3.

Add/Delete Site Collection Administrators 

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  1. There are two options to access the settings for Site Collection Administrators.                      
    • Get here: Site Actions > Site Settings > People and Groups, in the Users and Permissions section > Site Permissions, under the Groups links.  Click Settings in the toolbar. Select Site Collection Administrators.
    • Or, go to Site Settings > Site Collection Administrators, under Users and Permissions.
  2. Enter the administrator's username in the box and verify the name. Verified usernames are underlined.
  3. Click OK to save.

 Note: Members of the ShareVision Admins group are not automatically added to the Site Collection Administrators group.



Manage Anonymous Access to Your Site 

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Info

Applies only  to Version 3 and 3.5 - Contact your ShareVision Product Expert to upgrade to V3.7


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  1. Get here: Site Actions > Site Settings > People and Groups, in the Users and Permissions section > Site Permissions, under the Groups links.
  2. Click Settings > Anonymous Access.

See: Configure the available permission levels on this site




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