Creating Folder and Applying Permissions

Created by Fred Guina, Modified on Wed, 13 Jul, 2022 at 6:37 PM by Ian Mark Sayson

Create a folder in SharePoint

1. Go to the SharePoint site and open the SharePoint document library where you want to create a new folder.



2. On the menu bar, click + New and then click Folder.


If you don't have folders as an option on the + New menu, they may be turned off. A library owner or a user with design permissions can set whether the Folder command is enabled or not.



3. In the Folder dialog box, type a folder name in the Folder Name box and then click Create.


New menu showing new folder option

When done, you should see your new folder in the document library and can start adding files or creating subfolders within it.

New Document Library Folder



4. If you don't see your new folder in the library, refresh your browser.


In some cases, you might consider using views instead of folders. Files in views can be filtered, grouped, and sorted. If you have a large library, a combination of views and folders might work best.


Turn folders on in SharePoint Online or SharePoint Server 2019

Folders are on by default, but if they're off and you have permissions, follow these steps:


1. Open the library where you want to start adding folders.


2. Click Settings Gear shaped settings button and then click Library Settings.

Settings menu with Library Settings selected


3. Click Advanced settings.


4. In the Folder section, make sure that the Yes option is selected for Make "New Folder" command available.


5. Click OK and navigate back to your library.



Create a folder in a SharePoint Classic experience library


1. Go to the SharePoint site containing the SharePoint library where you want to add the folder.


2. Click the title of the library on the Quick Launch bar to open it, or click SettingsOffice 365 Settings button, and click Site contents, and then            click the title of the library you want to add folders to.


3. In the Ribbon, click Files, and then in the New group, click New Folder.


Image of the SharePoint Files ribbon with New Folder highlighted.


4. In the Create a folder dialog box, type a folder name in the Name box, and then click Create.


Create folder for a library dialog box


You can optionally invite people to share the folder.



SharePoint Online classic mode share dialog



View the Permissions page in SharePoint


1.  Go to the library or list and open it.


2.  Choose Settings Settings icon and then Library settings or List settings.


Go to Settings, Library Settings


If you don't see Settings Settings icon , choose the Library or List tab to open the ribbon, and then click Library Settings or List Settings on the ribbon.


List Settings on ribbon


3.  On the Settings page, under Permissions and Management, click Permissions for this list or Permissions for this document library.


Permissions for this document library link



For a survey


1.  Open the survey.


2.  Click the survey Settings button.


The Survey settings button on the top of an overall survey view


3.  Click the dropdown, and select Survey Settings.


Survey settings menu with survey settings highlighted


4.  On the Settings page, under Permissions and Management, click Permissions for this survey.



Break permission inheritance in SharePoint

When you break permissions inheritance for a list, library, or survey and then define new permission settings, the list (or library) becomes a parent for items in it. Items under that parent now inherit the new permission settings (unless the items have uniquely defined permissions.)


To break inheritance and assign unique permissions, follow these steps:


1. Go to the list, library, or survey and open it.

2. Go to the Permissions page using the steps in the section above.

3. To break permissions inheritance from the parent, click Stop Inheriting Permissions.



Assign unique permissions in SharePoint

You must break inheritance from the parent site before you can grant unique permissions. Once you've broken inheritance using the steps in the section above, follow these steps to grant unique permissions:


1. Go to the list, library, or survey and open it.

2. Go to the Permissions page using the steps in the section above.

3. Click Grant Permissions on the Permissions tab.



4. In the Share... dialog box, make sure Invite people is selected, and then type the names of the people or group you want to grant access to in the Enter names or email addresses... box.



5. Add a personal message if you like.


6. Check or uncheck Share everything in this folder, even items with unique permissions. This will grant or restrict access to items you already set unique permissions for. (This option is only available for folders.)


7. The permission level granted is set to Edit by default, which means the people you invite can make some changes to the list, library, or survey. If you want to grant a different permission level like Read-only, click Show options and change the selection in the Select a permission level box.


8. An email message will be sent to everyone in the Invite people box. If you don't want this to happen, click Show options and uncheck Send an email invitation.


9. When you're done, click Share.



Change permissions levels in SharePoint

You must break inheritance from the parent site before you can change unique permissions. Once you've broken inheritance using the steps in the section above, follow these steps to change permissions:


1. Go to the list, library, or survey and open it.

2. Go to the Permissions page for the list, library, or survey using the steps in the section above.

3. In the Name list, select the checkbox next to the name of the user or group that you change permission levels for.

4. Select Edit User Permissions.

5.Under Permissions, check the box for the permission level you want for the users or groups you selected.



Remove user permissions in SharePoint

To remove permissions from users or groups that you have granted access to, follow these steps:


1. Go to the list, library, or survey and open it.

2. Go to the Permissions page for the list, library, or survey using the steps in the section above.

3. In the Name list, select the checkbox next to the name of the user or group that you want to remove permissions from.


4. Select Remove User Permissions.



 

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