# Creating and Managing Groups

{% hint style="info" %}
This article is divided into three sections:&#x20;

* [Creating groups](#creating-groups)
* [Granting a group access to a specific folder](#adding-a-group-to-viewing-a-specific-folder)
* [Managing groups](#managing-groups)
  {% endhint %}

## Creating groups

1. Open your Sharepoint company site
2. Click on "Documents" on the top left

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2Fnd2sq8ukCYihgvCcZJn8%2Fimage.png?alt=media&#x26;token=8e3da5bf-906c-41be-b056-5cd68a659533" alt=""><figcaption></figcaption></figure>

3. Click into the "\_\_plans\_\_" folder&#x20;

{% hint style="info" %}
Our engineering team created the \_\_plans\_\_ folder structure in order to effectively move data between files. Please do NOT delete this folder.&#x20;
{% endhint %}

3. Click on "Share"

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2Fb3BPZ7oHWS1khT0y6AcN%2Fimage.png?alt=media&#x26;token=cceb6009-bfa8-433c-af97-402fafb7087a" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FQSy7ZVbsWG4rttPzvF0Q%2Fimage.png?alt=media&#x26;token=844dd572-32cc-4322-8161-c13f9b13b060" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2Fa2GqCzyeKtIiYMYiMQFU%2Fimage.png?alt=media&#x26;token=c7c829ca-9f20-4041-8040-38b0eaa39322" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
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](https://docs.drivepoint.io/help/navigating-the-excel-add-in/permissions/broken-reference) if you would like to know how to add someone to the main Sharepoint site.&#x20;
{% endhint %}

6. Click on "Manage Parent Permissions"

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FjcWIkkjPdIdfu4bG5WfZ%2Fimage.png?alt=media&#x26;token=74701e29-ff6f-443d-9a8b-76a2b3def224" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2Fj0KYzrkz5MajaCclbmBw%2Fimage.png?alt=media&#x26;token=d889b700-fcb5-428c-b905-dc282343896c" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FbVcqG6gv8wfxoE1Xezt5%2Fimage.png?alt=media&#x26;token=1d728065-c495-4842-87f0-204a56e06f3c" alt=""><figcaption></figcaption></figure>

9. 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.&#x20;

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FUdlXlhaAjmD1GJB63N64%2Fimage.png?alt=media&#x26;token=487e91bf-0943-4a63-91a2-beb468d5c0e3" alt=""><figcaption></figcaption></figure>

10. Click on "Create"

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FiiJ965sS71SdxQyD9swX%2Fimage.png?alt=media&#x26;token=c5c09566-3259-4909-9200-8801dc80b0de" alt=""><figcaption></figcaption></figure>

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

{% hint style="info" %}
You are only able to add people that do **not** have Sharepoint-wide permissions.&#x20;
{% endhint %}

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FgPLoTwnAnXV768oJSM1R%2Fimage.png?alt=media&#x26;token=0d086d41-ee92-4617-b27c-f3957f3fbe51" alt="" width="563"><figcaption></figcaption></figure>

12. Congrats - you now created a group

## Granting a group access to a specific folder

1. Open the Documents section in Sharepoint again

{% hint style="info" %}
There is also a Documents button from the permissions management console - see screenshot:

![](https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FyMBQDl5Ges2O8nom4WO9%2Fimage.png?alt=media\&token=ea1397e2-7290-481d-a7ea-5e712aca0b53)
{% endhint %}

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

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FUdoz3K8jX05PjqHnH6Zp%2Fimage.png?alt=media&#x26;token=4ca8b178-b33e-40a9-859e-2878e3ff257e" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2F6Z4mlsDKFPPbCQzBrPwK%2Fimage.png?alt=media&#x26;token=da9685a3-18bf-467a-918d-58b5ee5caea1" alt="" width="563"><figcaption></figcaption></figure>

4. Click "Send"&#x20;
5. 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) *(*[*https://myaccount.microsoft.com/groups/groups-i-own*](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](#folder-specific-groups))
2. Click into the individual group that you want to add users to
3. Add or remove users

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2F0qniZ8BGRKTzGPtoX39H%2Fimage.png?alt=media&#x26;token=767927be-5723-49ef-9422-870688a0d8ef" alt=""><figcaption></figcaption></figure>

## Deleting Groups

1. Open the Sharepoint Group page
2. Hover over "Settings" in the top header
3. Click on "Group Settings"

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2Fkcvu57eN20gloKJYBuSZ%2Fimage.png?alt=media&#x26;token=833b4302-9b8d-41df-99fc-16d3108df353" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://551491405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6vYp0ryZvSoKCyDwCTG9%2Fuploads%2FD6QlQgvDRdxIedYnPLHm%2Fimage.png?alt=media&#x26;token=84981771-4a76-4db4-a5a7-36e340f3222a" alt=""><figcaption></figcaption></figure>

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.&#x20;

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