SharePoint User & Group Management — Simple Instructions Print

Below are two sets of instructions:

1. Single-user sharing & membership control
2. Group-based sharing & automatic membership setup

These instructions assume the person is a SharePoint Site Owner (not a global admin).

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✅ 1. Single User, Owner, and Membership Sharing

A. Add a User to the Site (as Member, Visitor, or Owner)

1. Go to your SharePoint site.
2. Click Settings (⚙️) → Site permissions.
3. Select Invite people.
4. Choose one:
   • Add members to group → Gives them editing rights.
   • Share site only → Gives them read-only access.
5. Enter the user’s email address.
6. Select the correct permission:
   • Owners → Full control
   • Members → Edit
   • Visitors → Read-only
7. Click Add.

That’s it—user is now in the site’s built‑in SharePoint group.

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B. Give a User Access to a Specific File or Folder

1. Hover over the file or folder.
2. Click the Share icon.
3. Choose the link settings:
   • Specific people (recommended for control)
   • People with existing access
4. Enter their email.
5. Choose permissions:
   • Can view
   • Can edit
6. Click Send.

Note: Sharing individual files does not add them as members of the Site.

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C. Make Someone a Site Owner

1. Go to Site permissions.
2. Click Advanced permission settings.
3. Open the Owners group.
4. Click New → Add users.
5. Enter the person’s email and select Share.

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