TECHNOLOGY HELP PORTAL

How to Manage Access for Documents in SharePoint

By default, adding users as a member grants them edit permissions to the entire document repository. This document will show you how to specify which user or group has access to what document.

NOTE:

  • You must be a Site Owner (or a permitted member) in order make these changes
  • These instructions are only for members that are part of the Wiley X domain. External users cannot be added by default

In order to exclude access to certain users, you first need to prevent members or groups from accessing the document. This is done by un-sharing (or disallowing) access through the Manage access tab.

  1. Go to the document repository and navigate to the document you want to share
  2. Click the on the three dots then Manage access
  3. On the right, remove the members group and any other group you want to restrict access. This can be done by clicking on the pencil icon and selecting Stop sharing
  4. The group will then disappear. This can be applied to any user or group you want to revoke access.

    NOTE: Be sure to remove all other groups or users that you want to deny access to (ex. Visitors, Approvers, etc.)


Next, is to add the user by granting them access. To do this, follow these steps:

  1. Click on the plus icon ( Grant access ) to right of Direct access
  2. Type in the users name or email and select it in the menu. You can add multiple users at once
  3. You should then see the user selected. Afterwards, click Grant access
  4. The user will be notified that they've been granted access to the document. If the user is a member of the site, they will see this document on SharePoint or in their file explorer if it is already synced. All other users will not see this document.


If you run into any issues, please submit a support request.

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