Table of Contents

Getting Started with Account Management

Learn how to get started using the various different account management options in DeliverPoint

Table of Contents

DeliverPoint offers a range of actions to simplify Account Management within a SharePoint site or across multiple sites, lists, folders, and items. Managing permissions can be challenging with native SharePoint features, especially when team members join or leave, require temporary elevated access, or need to cover for each other. DeliverPoint streamlines these scenarios with actions like Copy Permissions, Transfer Permissions, Delete Permissions, Grant Permissions, and Revoke Permissions, which are outlined below:

  • Copy Permissions: Copies the permissions from one user to another within the scope of a SharePoint Site, List, or Item. The source user keeps their permissions, while the target user gains the same permissions assigned to the source user.
  • Transfer Permissions: Moves the permissions from one user to another within the scope of a SharePoint Site, List, or Item. The source user loses their permissions, and the target user receives the permissions previously held by the source user.
  • Delete Permissions: Removes all permissions from the selected user for the specified scope.
  • Grant Permissions: Assigns permissions to a user, either directly or through group membership, for the selected scope.
  • Revoke Permissions: Removes a specific permission level from a user.

These Permissions Management Actions can be executed from reports, such as the Discover Permissions report, by selecting a user and performing the action on the context of the chosen item. Or, they can be executed once you've selected a scope.

Action Options

After selecting a row in a report and choosing the desired action, the Action Options page appears, allowing you to customize settings before running the job. The options are explained below:

  • Process Subsites: Choose whether to apply the permission change to subsites with unique permissions.
  • Process Lists: Select whether to include lists with unique permissions in the permission change.
  • Process List/Folder Items: Decide if the change should extend to list items, documents, and folders with unique permissions.
  • Force Break Permissions: This option allows DeliverPoint to break permission inheritance on a site or object to complete the permission change. Use this option carefully.
  • Support Rollback: Enabling this feature records the actions taken so they can be reversed from the Jobs view. This is useful as a safeguard and for temporary permission changes, such as when a user is on vacation.
  • Modify SharePoint Groups: When enabled, this adjusts SharePoint Group membership. If the source account is a member of a group and the target account isn’t, the target account will be added based on the action type. For Copy Permissions, both accounts remain in the group; for Transfer Permissions, the source account is removed, and the target account is added.
  • Modify Microsoft 365 Groups: Similar to the SharePoint Groups option, this changes Microsoft 365 Group membership. If the source account is a member of a group and the target account isn’t, the target account will be added as appropriate. Copy Permissions retains both accounts in the group, while Transfer Permissions replaces the source account with the target account. You (the logged-in user) must be an owner of the M365 Group in order to modify its membership.
  • Stop After Error: Use this option to instruct DeliverPoint to continue processing even if an error occurs, such as when the logged-in user doesn’t have permission to modify an object, or if an object is corrupt or deleted after the action starts. DeliverPoint will skip the problematic object and proceed.

 

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