Most users don’t know how to create a group in SharePoint, so you are in the right place if you are also looking for this. In this blog, you will figure it out, and then you will recognise that it is a powerful tool for managing and accessing permissions at the same time.
Before we proceed with this question of how to create a group in SharePoint? Here is the brief definition of it.
What is a SharePoint group?
A SharePoint Group is a group of users who share the same business, and they need the same permissions or access. With the help of the group, you will easily handle that the users have found sufficient permission for their work, neither excess nor limited permission, just enough.
There are two types of SharePoint Groups:
- Default Group: This gets automatically created when a SharePoint site is created. There are three default SharePoint groups:
- Site Owner (Full control)
- Site Members (Edit Permissions)
- Site Visitors (Read Permissions)
- Created by SharePoint
- Pre-configured with common permission levels
- Used for standard site access.
Custom Groups: These are groups you manually created based on your permission needs.
- HR Team Members
- Finance Visitors
- Project Site Approvers
- Created by site owners\ admins
- You can assign any permission level (read, contribute, design, etc.)
- Used for unique custom access requirements.
Now this question arises: why do we need to create a group in SharePoint?
Here are the points why you should consider creating a group to make your work life easier:
- Maintain permission management simple and consistent.
- Manage to track who has access to what in a smooth manner.
- For the best security practices.
- They allow you to scale your SharePoint site easily as teams grow.
- They keep sites structured and predictable.
SharePoint Group Creation Steps:
- You need to open the SharePoint Site (https://support.microsoft.com/en-us/office/sign-in-to-sharepoint-324a89ec-e77b-4475-b64a-13a0c14c45ec). Follow this link for direct access to the SharePoint site.
- After that, you need to click on the Settings for further processing. Next, you need to select the Site Permission.
- Now you need to click on the Advanced Permission settings under the Permission Pane.
- At this point, you need to click on the Create Group from the Permission Tab.
- Here, you need to give the necessary details, such as name and about fields, group owner field, group settings section, and membership request section.
- At the last click on the Create, you can now enjoy the Group facility.
Step-by-Step details for how to create a group in SharePoint (Custom Group)
- Firstly, you need to go to the Site Permission section under the site settings.
- Next, under the Permission Tab, you need to click on the Group.
- After that, enter all the fields correctly.
- Find Give Group Permission to this Site and choose the desired permission.
- Create the group, and congratulations, you are done with the Custom Group of SharePoint.
Conclusion
Create a group in SharePoint to simplify permissions handling, improve security, and maintain well-organised sites as your team expands. With both default and custom groups, SharePoint enables efficient, scalable access management. In case you need to back up and migrate in any scenario, you can do so with the help of the Shoviv SharePoint Migrator. Moreover, Shoviv also provides an automated SharePoint Backup Tool. A free demo version and 24/7 technical support are also available with Shoviv’s utility.