SharePoint Permissions & Security

👥 Who This Training Is For

This training is designed for business users who need to understand and manage SharePoint permissions as part of their daily work:

🎯 What You'll Learn

By the end of this module, you will confidently be able to:

• Understand SharePoint permission levels and when to use each one
• Set up and manage user access through SharePoint groups
• Share content safely with internal teams and external partners
• Prepare your permissions for Microsoft Copilot integration
• Troubleshoot common access problems using built-in tools
• Apply best practices for secure, compliant document management
• Understand governance frameworks and the separation between business approval and technical implementation

Permission Fundamentals

Learn the core concepts of SharePoint permissions, including the four standard permission levels and how they apply to different user roles in your organisation.

• Read, Contribute, Edit, and Full Control permissions
• Site vs Library vs Item-level permissions
• Understanding permission inheritance

SharePoint Groups & User Management

Discover how to effectively manage users through SharePoint groups, including creating custom groups and managing membership.

• Default SharePoint groups (Owners, Members, Visitors)
• Creating and managing custom groups
• Adding and removing users efficiently

Sharing & External Collaboration

Master modern sharing capabilities while maintaining security, including external guest access and link sharing policies.

• Internal vs external sharing scenarios
• Anonymous links vs authenticated sharing
• Sharing governance and compliance considerations

Microsoft Copilot & Permissions

Ensure your permission structure supports Microsoft Copilot's AI capabilities while maintaining data security and compliance.

• Copilot data access requirements
• Permission optimisation for AI features
• Balancing accessibility with security

PowerShell Permission Management

Automate permission management using PnP PowerShell for efficient bulk operations and consistent governance.

• Essential PowerShell commands for permissions
• Bulk user management scripts
• Permission reporting and auditing

Troubleshooting, Best Practices & Governance

Common permission issues, troubleshooting techniques, and organizational governance frameworks for professional permission management.

• Diagnosing permission problems
• Performance and compliance considerations
• SharePoint permissions governance framework
• Business approval vs technical implementation