List/Library Settings - Permissions and Management

Owned by Liz Griffin (Unlicensed)
Last updated: Dec 22, 2016
3 min read

Applies To Version(s): 3.5 & 3.7

Getting Here - Permissions and Management


  1. Open any list or library from the All Site Content page.
  2. Open the List Toolbar Settings Menu or Document Library Toolbar Settings Menu.
  3. Go to the Permissions and Management section.

How-To

Save List as Template 

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  1. Open any list or library from the All Site Content page.
  2. Open the List Toolbar Settings Menu.
  3. Go to List Settings>Permissions and Management>Save list as template.

Include Content in a List Template 

To create another list with the same fields as this list, you will not need to include content. Only the columns will be carried over to a new, empty list. If you are archiving your list, or want to make a downloadable backup, check the Include Content checkbox, so that the list can be restored with the same column structure and all its records.  


The List Template Gallery does not indicate whether or not a template includes content. We therefore suggest adding an indicator to the template name, like "c", to differentiate between those that do from those that don't. For example, templates created of the Incidents list might be named Incidents 083107 (without content) and Incidents 083107-c (with content).

Delete a List 

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  1. Open any list or library from the All Site Content page.
  2. Open the List Toolbar Settings Menu.
  3. Go to List Settings>Permissions and Management>Delete this list

Note that most lists that were included with your ShareVision site, such as Profiles and Fact Sheet, cannot be deleted, as to do so would impair the function of your site.

Permissions for this List - List/Library Setting

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  1. Getting here: Open any list or library from the All Site Content page. Open the List Toolbar Settings Menu. Go to List Settings>Permissions and Management>Permissions for this list.
  2. Manage permissions for this list. The list may have inherited permissions settings by default - see Edit inherited list permissions, or custom permission settings where the list does not inherit permissions from its parent - see Edit list permissions that do not inherit. To inherit permissions, that is, to restore default permissions, see Inherit list permissions.

Inherited List Permissions 

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Edit Inherited List Permissions 


  1. Get here: Open any list or library from the All Site Content page. Open the List Toolbar Settings Menu. Go to List Settings>Permissions and Management>Permissions for this list.
  2. See Edit inherited permissions.

Edit List Permissions that do not Inherit 


  1. Get here: Open any list or library from the All Site Content page. Open the List Toolbar Settings Menu. Go to List Settings>Permissions and Management>Permissions for this list.
  2. See Edit permissions that do not inherit.

Inherit List Permissions

  1. Get here: Open any list or library from the All Site Content page. Open the List Toolbar Settings Menu. Go to List Settings>Permissions and Management>Permissions for this list.
  2. See Inherit permissions.

Enable Requests for Access to a List

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  1. Get here: Open any list or library from the All Site Content page. Open the List Toolbar Settings Menu. Go to List Settings>Permissions and Management>Permissions for this list.
  2. Ensure list permissions do not inherit.
  3. Open the Settings menu on the List Toolbar. If the Settings menu is not visible, permissions are inherited. Break inheritance to access the menu by clicking Actions>Edit Permissions.
  4. Select Access Requests.

Manage Checked Out Files (Document Library Settings only)

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Check in documents checked out by another user

There are two options:

  1. Open the Document Library Toolbar Settings Menu. Select Document Library Settings. Click on Manage checked out files.
  2. Check the box left of a document to select it. Click Take Ownership of Selection. Return to the All Documents library view. Hover your mouse over the file and open the Item Menu of Document Records. Select Check in. Click OK. Click OK again in the 2nd pop-up window to override the check out.

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