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Planning SharePoint Permissions Worksheet

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Download the SharePoint Permissions Planning Worksheet here

I was going to write a blog about what I considered best practices around SharePoint security but Jasper Oostervald – https://www.nothingbutsharepoint.com/sites/eusp/Pages/SharePoint-Permissions-Part-1.aspx in his 2 part blog pretty much covered exactly what I wanted to say and more.

So instead of rewriting what he said I hope to add something by providing a worksheet that I have been working on. It’s really in Alpha so if anyone can improve on it and share what they have done that would be great.

In case you are unaware, Microsoft provides planning worksheets here – http://technet.microsoft.com/en-us/library/cc262451.aspx

In my opinion most of them complicate things by having columns that most of our projects don’t really use.

I am hoping my one is simpler and more useful.

This worksheet has 4 tabs and instructions and tips.

 

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Start by looking at the “Sites” tab.

Here you add your sites and the permissions of those sites.

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You may need to go to the Groups tab to add your new groups that you will need.

The “Content” tab is very similar to the “Sites” tab but is for assigning permission to the libraries and lists in your site.

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If your dropdowns stop working you may need to reset them by following these instructions – http://spreadsheets.about.com/od/datamanagementinexcel/qt/20071113_drpdwn.htm.

 

I would love to get some feedback to see if this worksheet is of use to anyone or even better if someone with actual Excel skills can improve it, that would be great!

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