🫂Creating and Managing Groups

Let's say your demand planning model lives in Drivepoint. You want to give the team access to that folder but not the main Financial Model. Let's create a group with access to just one folder.

This article is divided into three sections:

• Creating groups

• Granting a group access to a specific folder

• Managing groups

Creating groups

1. Open your Sharepoint company site

2. Click on "Documents" on the top left

1. Click into the "__plans__" folder

Our engineering team created the __plans__ folder structure in order to effectively move data between files. Please do NOT delete this folder.

1. Click on "Share"

1. Click on the person icons on the bottom left of the pop-up modal

1. Click on the three dots "..." on the top right and on "Advanced Settings" of the pop up modal

You have now landed on the main Sharepoint Group permission console. From here we can create and manage groups. The default groups are Members/Visitors/Guests. We recommend to not manage them since they are the default Sharepoint settings. Click here if you would like to know how to add someone to the main Sharepoint site.

1. Click on "Manage Parent Permissions"

1. Click on "Create Group" on the top left

1. Fill out all of the information to create your group (CAREFUL WITH THE LAST SECTION - see below)

1. For the last section, leave ALL OF THE BOXES UNCHECKED. If you do not, you are giving this group Sharepoint-wide access, meaning they can read or write all files.

1. Click on "Create"

1. You can now add users to the group (if you did not do it during the group creation)

You are only able to add people that do not have Sharepoint-wide permissions.

1. Congrats - you now created a group

Granting a group access to a specific folder

1. Open the Documents section in Sharepoint again

There is also a Documents button from the permissions management console - see screenshot:

1. Click on "Share" in the folder that you would like to share with a group

1. Type in the group that you want to share the folder with

1. Click "Send"

2. Congrats - you shared a folder (+ its sub-folders) with a group🎉

Managing Groups

Option 1

1. Click here (https://myaccount.microsoft.com/groups/groups-i-own)

2. Add or remove users to the groups that you own

Option 2

1. Click into Advanced Settings when sharing a folder (follow all steps until Step 6 here)

2. Click into the individual group that you want to add users to

3. Add or remove users

Deleting Groups

1. Open the Sharepoint Group page

2. Hover over "Settings" in the top header

3. Click on "Group Settings"

1. Click on "Delete" on the bottom right of the screen

We are also still learning how to best navigate Sharepoint permissions. If you have any questions, feedback or better options of managing groups, please do not hesitate to reach out to us.

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