SharePoint (Modern Sites) - Managing permissions on a SharePoint file Tutorial

Learn how to manage permissions on a SharePoint file in this advanced tutorial. Discover how to efficiently collect insurance numbers from your team to perform administrative work. Get a step-by-step guide on organizing documents in the same document library. Enhance your SharePoint skills today!

1:12
98 views

Available in Microsoft365

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I have been working on a specific SharePoint

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site with my team for quite a while now.

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The issue is, we have all of our

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documents in the same document library.

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Here we can see that I have an excel

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workbook dedicated to the insurance numbers.

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I have to collect every insurance

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number of my team in order to

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do some administrative work.

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The problem comes from the fact that this

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website is also accessed and readable

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by the clients they are visitors.

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And I do not want them to be able

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to have access to this file.

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Do I have to move it somewhere else? No, I

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can simply go to the three ellipses.

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Manage access. And in groups.

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I can find the visitors,

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we can confirm that they

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can only view this file.

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A left click allows me then

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to change this authorization.

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I'm going to remove direct access

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to this file for the visitors.

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Now that everything is

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validated, everyone in the Visitors group in

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this site cannot even see the

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existence of this Excel workbook.

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