🫂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.
Creating groups
Open your Sharepoint company site
Click on "Documents" on the top left

Click into the "__plans__" folder
Click on "Share"

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

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

Click on "Manage Parent Permissions"

Click on "Create Group" on the top left

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

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.

Click on "Create"

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

Congrats - you now created a group
Granting a group access to a specific folder
Open the Documents section in Sharepoint again
Click on "Share" in the folder that you would like to share with a group

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

Click "Send"
Congrats - you shared a folder (+ its sub-folders) with a group🎉
Managing Groups
Option 1
Add or remove users to the groups that you own
Option 2
Click into Advanced Settings when sharing a folder (follow all steps until Step 6 here)
Click into the individual group that you want to add users to
Add or remove users

Deleting Groups
Open the Sharepoint Group page
Hover over "Settings" in the top header
Click on "Group Settings"

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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