It can be automated with power automate if a larger business wanted to invest in that. But a lot of small to medium size organisations that don’t get a lot of staff turnover would use a standard solution like this 👍
Please support ME 🙋♂️ by becoming a channel member for only £0.99p! share the LOVE now 💖 Click here: th-cam.com/channels/bl8QtLtzfnv6jPoc8gPqFQ.htmljoin
"Stop Sharing" does the same thing as removing visitors and members. It's actually better- sometimes when I remove visitors and members manually, they reappear when I click back again.
thank you. I'm trying to find a solution to exactly the scenario you describe. Making files available to specific individuals and their line managers. Trouble is line managers change and I'd have to remember to change the permissions each time and that's a clumsy approach (and you can't see at a glance who has permissions without going into each folder). We tried the idea of creating one big document library and allowing permissions to users using metadata fields to filter the view. It seemed to work until we discovered that even visitors can view the site usage pages and see the other files! So I'm still looking for a solution.
@@WildRover1964 you could create a folder per manager and have the employee folders under them. Then if the manager changes just change the name of the folder and the permissions of the manager folder and all the employee folders under it will inherit it 👍
@@Dougie_Wood - hey thanks for responding. The issue we have is not so much managers leave but that people do switch between managers. But it's not a bad thought because that way, the reporting line is sort of visible just from looking at the folders. If Joe reports to Fred and I set Joe up as a folder under Fred....then if Jill becomes Joe's LM and I drag Joe into Jill's folder will Joe suddenly become visible to Jill and himself and no longer visible to Fred? Still more interested in cracking this problem that visitors to a sharepoint site seem able to view the usage stats and therefore other files.
Another great video Dougie. The idea of an Employee template folder is superb. Would it be possible to share a folder to an external organisation. For example, we use an external HR company and Payroll provider, it would be great to be able to give them access to necessary folders.
Thank you and Yes! But make sure you have the SharePoint site enabled for external sharing first. I have a video on that topic that’s worth a watch first.
I have setup our employee share folders this way eg fodler with "Operations site". Is it agreed/accepted that employee who therefore has restricted acess to a folder only, wont be able to serach anf find a site that contains the folder because of they have site "View:" access they can see all folder within a site and within all folders.
is this the only way to implement item-level security for a group of people? Microsoft is wild for this. Putting items in folders is a non-starter for me as I will need to periodically download the information and can't go into each folder to do so.
Idea is great. Big problem is that Companies want all this automated. No HR Dep. wants to manually create a folder for every user.
It can be automated with power automate if a larger business wanted to invest in that. But a lot of small to medium size organisations that don’t get a lot of staff turnover would use a standard solution like this 👍
Please support ME 🙋♂️ by becoming a channel member for only £0.99p! share the LOVE now 💖 Click here: th-cam.com/channels/bl8QtLtzfnv6jPoc8gPqFQ.htmljoin
"Stop Sharing" does the same thing as removing visitors and members. It's actually better- sometimes when I remove visitors and members manually, they reappear when I click back again.
They only reappear when you get rid of unique permissions again 👌
thank you. I'm trying to find a solution to exactly the scenario you describe. Making files available to specific individuals and their line managers. Trouble is line managers change and I'd have to remember to change the permissions each time and that's a clumsy approach (and you can't see at a glance who has permissions without going into each folder). We tried the idea of creating one big document library and allowing permissions to users using metadata fields to filter the view. It seemed to work until we discovered that even visitors can view the site usage pages and see the other files! So I'm still looking for a solution.
@@WildRover1964 you could create a folder per manager and have the employee folders under them. Then if the manager changes just change the name of the folder and the permissions of the manager folder and all the employee folders under it will inherit it 👍
@@Dougie_Wood - hey thanks for responding. The issue we have is not so much managers leave but that people do switch between managers. But it's not a bad thought because that way, the reporting line is sort of visible just from looking at the folders. If Joe reports to Fred and I set Joe up as a folder under Fred....then if Jill becomes Joe's LM and I drag Joe into Jill's folder will Joe suddenly become visible to Jill and himself and no longer visible to Fred?
Still more interested in cracking this problem that visitors to a sharepoint site seem able to view the usage stats and therefore other files.
Another great video Dougie. The idea of an Employee template folder is superb. Would it be possible to share a folder to an external organisation. For example, we use an external HR company and Payroll provider, it would be great to be able to give them access to necessary folders.
Thank you and Yes! But make sure you have the SharePoint site enabled for external sharing first. I have a video on that topic that’s worth a watch first.
@@Dougie_Wood Thank You, I will watch the video this evening
I have setup our employee share folders this way eg fodler with "Operations site".
Is it agreed/accepted that employee who therefore has restricted acess to a folder only, wont be able to serach anf find a site that contains the folder because of they have site "View:" access they can see all folder within a site and within all folders.
If they can see all folders they can search for them
is this the only way to implement item-level security for a group of people? Microsoft is wild for this. Putting items in folders is a non-starter for me as I will need to periodically download the information and can't go into each folder to do so.
You can apply item level permissions to the items and not folders if you want to. But this is usually to granular for people.