Manage SharePoint groups

What do you want to do?

Add users to a SharePoint group or directly to the site

Remove users from a SharePoint group

Create a new SharePoint group

Change group settings

Delete a SharePoint group

Edit group Quick Launch list

Set up groups

A fundamental responsibility concerning site security is to manage who can access resources on your site. Windows SharePoint Services 3.0 enables you, as a site owner, to control which users or groups of users have access to your SharePoint sites. This effectively transfers the task of managing users from the server administrator to site owners.

Add users to a SharePoint group or directly to the site

1. On the Site Actions menu , click Site Settings.

   Note: On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

1. On the Site Settings page, in the Users and Permissions column, click People and groups.

2. On the People and Groups page, in the Quick Launch, click Groups.

3. On the People and Groups: All Groups page, in the Group column, click the link for the SharePoint group to which you want to add users.

4. On the People and Groups: GroupName page, on the New menu, click Add Users.

5. On the Add Users page, in the Add Users section, use the Browse button to select the users you want to add to this SharePoint group. Alternatively, type the user names, Windows domain group names, or e-mail addresses, separated by semicolons, that you want to add to this SharePoint group.

6. In the Give Permission section, either select a SharePoint group from the Add users to a SharePoint group list or select Give users permission directly, and then select the permission level you want to assign to this group.

   Adding permission directly adds the users directly to the site, rather than to a SharePoint group.

7. Click OK.

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Remove users from a SharePoint group

1. On the Site Actions menu , click Site Settings.

   Note: On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

1. On the Site Settings page, in the Users and Permissions column, click People and groups.

2. On the People and Groups page, in the Quick Launch, click Groups.

3. On the People and Groups: All Groups page, in the Group column, click the link for the SharePoint group from which you want to remove users.

4. Select the check boxes for the users you want to remove from this SharePoint group.

5. On the Actions menu, click Remove Users from Group.

6. Click OK to confirm the action.

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Create a new SharePoint group

1. On the Site Actions menu , click Site Settings.

   Note: On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

1. On the Site Settings page, in the Users and Permissions column, click People and groups.

2. On the People and Groups page, on the New menu, click New Group.

3. On the New Group page, in the Name and About Me Description section, specify the name and optionally a description for this SharePoint group.

   The description you provide in the About Me text box appears in the About Me column on the People and Groups: All Groups page.

4. In the Owner section, specify the owner of this SharePoint group.

5. In the Group Settings section, specify who can view and edit the membership of this group.

6. In the Membership Requests section, specify the settings you want for requests to join or leave the group.

7. In the Give Group Permission to this Site section, specify the permission level or set of permission levels you want to assign to this SharePoint group.

   Note: If you do not specify at least one permission level, this group will not have permissions on your site.

8. Click Create.

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Change group settings

1. On the Site Actions menu , click Site Settings.

   Note: On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

1. On the Site Settings page, in the Users and Permissions column, click People and groups.

2. On the People and Groups page, in the Quick Launch, click Groups.

3. On the People and Groups: All Groups page, in the Group column, click the link for the SharePoint group that you want to change.

4. On the Settings menu, click Group Settings.

5. On the Change Group Settings page, make the changes to this SharePoint group, and then click OK.

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Delete a SharePoint group

1. On the Site Actions menu , click Site Settings.

   Note: On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

1. On the Site Settings page, in the Users and Permissions column, click People and groups.

2. On the People and Groups page, in the Quick Launch, click Groups.

3. On the People and Groups: All Groups page, in the Group column, click the link for the SharePoint group that you want to delete.

4. On the Settings menu, click Group Settings.

5. On the Change Group Settings page, scroll to the bottom of the page, and then click Delete.

6. Click OK to confirm the action.

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Edit group Quick Launch list

Use the following steps to specify what SharePoint group names appear in the Quick Launch on the People and Groups page.

1. On the Site Actions menu , click Site Settings.

   Note: On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

1. On the Site Settings page, in the Users and Permissions column, click People and groups.

2. On the People and Groups page, in the Quick Launch, click Groups.

3. On the People and Groups: All Groups page, on the Settings menu, click Edit Group Quick Launch.

4. On the Edit Group Quick Launch page, in the Groups section, add the existing SharePoint groups that you want to appear in the Quick Launch, and remove those that you do not want to appear.

5. Click OK.

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Set up groups

Use the following steps to specify which SharePoint groups to assign to visitors, members, and owners of your site.

1. On the Site Actions menu , click Site Settings.

   Note: On a site for which the Site Actions menu is customized, point to Site Settings, and then click the settings that you want to view.

1. On the Site Settings page, in the Users and Permissions column, click People and groups.

2. On the People and Groups page, in the Quick Launch, click Groups.

3. On the People and Groups: All Groups page, on the Settings menu, click Set Up Groups.

4. On the Set Up Groups for this Site page, in each section, either select an existing SharePoint group from the list or select Create a new group to create a new SharePoint group and assign it to the site.

   If you create a new group, you can do the following:

   • Accept the automatically created name for the new SharePoint group or type a new name.

   • Add all authenticated users to this new group or specify only the users that you want.

5. Click OK.

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