Overview
- When managing access in SharePoint Online, you will encounter two important concepts: normal (predefined) and granular permissions. Understanding both is key to securely and efficiently controlling who can do what on your SharePoint sites.
What are Normal Permissions?
- Normal permissions are predefined roles in SharePoint that group together multiple specific rights (called granular permissions) into easy-to-manage access levels. These default levels cover most common use cases, making permission management simpler and faster.
- Full Control: Complete access can manage everything including permissions, site settings, and content, assigned typically to Site Owners.
- Design: Provide clients with full control to view, modify, approve, and customize lists and pages within the site.
- Edit: Enables adding, editing, and deleting lists, libraries, and list items but excludes managing site structure or permissions.
- Contribute: Can add, edit, and delete list items/documents but cannot delete entire lists or libraries.
- Read: View content only, No editing rights.
- View Only: View pages, list items, and documents, cannot download documents (for example: PDFs open in the browser only)
- Limited Access: Automatically assigned by SharePoint to allow access to a specific item without giving access to the whole site or library. Cannot be assigned manually.
What are Granular Permissions?
- Granular Permissions are the most detailed, specific access rights you can assign in SharePoint. Unlike broad roles, granular permissions let you precisely control the actions a user can perform on particular resources.
Categories of Granular Permissions:
- List Permissions: Control actions on lists, libraries, and their items/documents Examples include adding items, deleting items, and approving items.
- Site Permissions: Control actions on the site level (e.g., Manage permissions, create subsites, manage web sites)
- Personal Permissions: Manage user-specific customizations like personal views and editing personal information.
Common Granular Permissions for Lists:
|
Permission Name |
Description |
|
View Items |
View list items and documents. |
|
Add Items |
Permits adding new items to lists and documents. |
|
Edit Items |
Edit items and documents. |
|
Delete Items |
Delete items and documents. |
|
Approve Items |
Grants skill to approve modest versions of items. |
|
Open Items |
Grants seeing the source of records with server handlers. |
|
View Versions |
Permits viewing past versions of items or documents. |
|
Delete Versions |
Enables deletion of previous version. |
|
Create Alerts |
Create alerts for list items or documents. |
|
View Application Pages |
View forms, views, and application pages. |
|
Cancel Checkout |
Undo check-out of a document. |
|
Manage Personal Views |
Create, change, and delete personal views. |
|
Manage Lists |
Create/delete lists, add/remove columns and views. |
Common Site Permissions:
|
Permission Name |
Description |
|
Manage Permissions |
Create or change acceptance levels on the site. |
|
View Web Analytics Data |
View usage data reports. |
|
Create Subsites |
Create subsites such as team or project sites. |
|
Manage Web Site |
Manage site settings, including themes and page layouts. |
|
Add and Customize Pages |
Manage HTML or Web Part pages by adding, updating, or deleting them. |
|
Apply Themes and Borders |
Apply visual themes or borders site-wide. |
|
Apply Style Sheets |
Apply a style sheet to the site. |
|
Create Groups |
Create SharePoint groups. |
|
Browse Directories |
Enumerate files and folders via SharePoint Designer and WebDAV interfaces. |
|
Browse User Information |
View information about users of the site. |
|
Add/Remove Personal Web Parts |
Manage personal Web Parts on pages. |
|
Update Personal Web Parts |
Update Web Parts on personal pages. |
|
Use Remote Interfaces |
Use features that launch client applications. |
|
Use Client Integration Features |
Use features such as opening a document in Word or Excel. |
|
Open |
Open a website, list, or folder. |
|
Edit Personal User Information |
Allows a user to change their own user information (e.g., profile). |
Common Granular Permissions for Personal:
|
Permission Name |
Description |
|
Manage Personal Views |
Create and manage personal views of lists. |
|
Add/Remove Personal Web Parts |
Modify pages by adding or removing Web Parts as needed. |
|
Update Personal Web Parts |
Update Web Parts on your personal pages. |
- Full control - Site owners or Admin
- Edit – Team Members contributing to content
- Read – Visitor or external users.
- View Only – When users should view documents but not download them (e.g., secure reading rooms)
- Design – Power users who customize pages and branding.
Why Use Granular Permission?
Granular permissions offer fine-grained control over access, which is essential when:
- You want to limit user actions precisely without giving them more access than necessary.
- There are advanced security and compliance expectations within your organization.
- You need to customize permission levels beyond the default ones.
- You want to reduce risk of accidental or malicious changes by restricting sensitive operations
- Different resources or tasks require different permission sets.
When and How to use Granular Permissions in SharePoint Online:
When to Use Granular Permission:
- If the default permissions don’t suit your organization's access control requirements.
- When you need to create a custom permission level with specific rights.
- To implement the guideline of least benefit, giving users as it were the permissions they completely require.
How to Create a Custom Granular Permission level:
- Go to Site Setting: Press the equip symbol, then click on Site Permissions, at that point press on Advanced permission settings.
- Open Permission levels: Click Permission Levels at the top menu.
- Add a Permission Level: Click Add a Permission Level.
- Select Granular Permissions: Select the exact rights you need to incorporate.
- Name & Save it: Provide a meaningful name and description. Click Create.
Assign Your Custom Permission Level:
To assign your new permission level, follow these steps for users or SharePoint groups:
- Go to Site Permissions: Select a user or SharePoint group.
- Click Edit User Permissions. Assign your custom permission level.
- Save your changes: Ensure changes are saved.
Benefits of Using Granular Permissions:
- Security: Controls access to sensitive content and high-impact tasks.
- Flexibility: Tailors permissions to unique business needs.
- Compliance: Helps meet regulatory requirements by controlling who can do what.
- Risk Reduction: Minimizes potential damage from errors or insider threats.
Additional Tips for Using Granular Permission Effectively:
- Keep it simple: Using default permission levels helps ensure a straightforward and clear configuration.
- Use granular permissions only when necessary: Choose granular permissions when you require detailed control.
- Break permission inheritance if you need to set distinct permissions for a list, library, folder, or item. (Permissions are automatically inherited from the parent site unless explicitly broken.)
- Use SharePoint Groups: Assign permissions to groups rather than individual users for easier and more efficient management.
- Regularly review permissions: Perform routine checks to ensure that permissions remain suitable and aligned with current requirements.
- Enforce least privilege: Implement granular permissions to ensure users have only the necessary access required for their tasks.
- Consider item-level permissions for sensitive documents or list items requiring restricted access.

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