SharePoint
SharePoint
-
Sharepoint Online - How to activate your Guest Inviter Permissions
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2019451/Sharepoint-Online---How-to-activate-your-Guest-Inviter-Permissions 8 STEPS 1. The first step is to locate your email invitation from Microsoft Azure. 2. Click View or Activate Role 3. After the Microsoft Azure Roles page has loaded, Locate the Guest Inviter Role assignment and click Activate 4. Type in a reason code for your Guest inviter access 5. Click Activate 6. Now wait for the Activation stages to complete, you will receive an email confirming your activation during this process. 7. After the activation stages have complete you can click "Your active roles have changed. Click here to view your active roles" to see your active roles 8. Thats it! You're Done!
-
SharePoint Online - How to Accept a SharePoint Site Guest Invitation
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2030268/SharePoint-Online---How-to-Accept-a-SharePoint-Site-Guest-Invitation 19 STEPS 1. The first step is to open your Email Client and Find the Email from whoever invited you at Katz Sapper and Miller CPA 2. Click the email 3. Locate and Click on the "Go to Sharepoint" Button 4. When Prompted for permission, Press Accept 5. Wait for access to be granted 6. When asked for "More Information" click "Next" 7. Click on the Authentication Method dropdown 8. Click Authentication phone 9. Click Select your country or region 10. Click United States (+1) 11. Click the text box 12. Type in your phone number 13. Click Next 14. Wait for the code to arrive in your text messages, then enter it into the text box 15. Click "Verify" 16. Wait for the security verification to complete 17. Click "Done" 18. Click "Guest terms of use" to read the terms and conditions form 19. When finished, Click "Accept" Thats it! You're Done!
-
SharePoint Online: Excel File Caching Error (usually seen with DMS SignOff issue)
We have figured out a way around the issue where caching has been causing issues with Excel files being opened from SharePoint Online, edited, SignedOff, then edited again causing the SignOff fields to be removed. Please close all Excel windows first to clear out any files in progress, then follow the steps below to clear cache after closing Excel documents. Steps: (after closing all Excel windows) Open Excel, click File then Options Under the Excel Options window, Click the Save category on the left, then scroll down to click the “Delete files…” checkbox. Next click the “Delete cached files” button, and then click OK. After this is set, the expected behavior is that Excel files open as normal, and save as normal. When the file is closed out, it removes the cache for that file that was being saved to your computer behind the scenes (and causing issues before with SharePoint Online SignOff fields). We are going to be looking at getting this setting changed company-wide via updates and IT so this shouldn’t have to be done by everyone manually
-
Add Salt Out of Office Sharepoint Calendar to Outlook
Add Salt Out of Office Sharepoint Calendar to Outlook Access here https://ksmcpa.sharepoint.com/teams/salt/Lists/Calendar/calendar.aspx Click calendar tab and then Connect to Outlook tab 3.Select Open Outlook and click the Advanced button 4. Click Ok and then Yes
-
SharePoint - How to Manage SharePoint Site Permissions
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2290579/SharePoint---How-to-Manage-SharePoint-Site-Permissions 18 STEPS 1. After you activate your SharePoint Administrator PIM, the first step is to navigate to Sharepoint Admin Center 2. Select Active Sites 3. Select the Search Sites search bar 4. Enter the name of the sharepoint site you want to manage. 5. Select the name of the site you want to manage. 6. Select Membership 7. To add an Owner, Select Add Owners 8. Then Enter the name of the KSM Employee you wish to make an owner of the Site. 9. When the User appears in the search select their name. 10. Select Add to finalize the permission change. Keep in mind you can add multiple users at the same time. Owners have full control permission of the entire SharePoint Site. 11. Select the Back arrow. 12. To add or remove members, select the members group, then follow the same process as adding an owner. Members can add and edit the content on the site, including files, lists, and other content. 13. To add or remove Site Admins, select the Site Admins Group, then follow the same process as adding an owner. Site Admins have full control permission of the SharePoint site. 14. To add or remove Site Owners, select the Site Owners group and follow the same process as adding Owners. Owners have full control permission of the SharePoint site. 15. To add or remove Site Members, select the Site Members group and follow the same process as Owners. Site Members can add and edit the content on the site, including files, lists, and other content. 16. To add or remove Site Visitors, select the Visitors group and follow the same process as Owners. Site visitors have read only access to the site. 17. You now know how to manage permissions of a sharepoint site as a Sharepoint Administrator 18. That's it! You're Done!
-
Sharepoint - How to Add a Shortcut to Onedrive for Sharepoint Files
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2291254/Sharepoint---How-to-Add-a-Shortcut-to-Onedrive-for-Sharepoint-Files 5 STEPS 1. The first step is to navigate to the Sharepoint site that you want to Link to Onedrive 2. Select the document Library that you wish to Link to Onedrive. Typically this will be named Documents but not always. 3. Select "Add Shortcut to Onedrive" DO NOT USE SYNC, the sync feature can cause issues with onedrive syncing on your local machine. 4. Now when you navigate to your onedrive, whether it be in the web or file explorer you should see the shortcut to your sharepoint documents. 5. That's it. You're done.