sharepoint power user (site owner) training

sharepointmaven.com @gregoryzelfond

SHAREPOINTSITE OWNER TRAINING

sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond

Before we start…

2-hour, FREE, on-demand session recording is

available at https://youtu.be/L--oAoZ5Juo

You can also visit my YouTube Channel:

https://www.youtube.com/c/sharepointmaven

Slides and Demo based off SharePoint Online,

however, similar functionality is available with

on-premises and older versions of SharePoint

About Me

Gregory Zelfond

10+ years of experience with SharePoint

Huge SharePoint Advocate, blogger

Love to solve business problems using

code-free, out of the box SharePoint

configurations

Owner of SharePoint Maven

About SharePoint Maven

I HELP ORGANIZATIONS TO UNLOCK

THE POWER OF SHAREPOINT

MIGRATION CONSULTING TRAINING

SharePoint User Types

End User (works with content)– Uploads/edits/deletes files– Creates content (documents, tasks, events, etc.)– Shares content

Power User/Site Owner (works with site)– Manages site– Creates web parts– Edits pages– Manages security

Administrator (works with site collection)– Manages site collections– Manages global security & permissions– Manages advanced SharePoint features

Prerequisites

You know what SharePoint is

You have been using SharePoint for a while

You have Full Control (Site Admin) permission

Agenda– SharePoint Elements

– Sites• Create New Site

• Navigation

• Look & Feel

• Security

– Pages• Editing Pages

• Add new page

– Web Parts (Apps)• Create new web parts

• Add Web Parts to a page

• Add custom metadata to lists and libraries

• Create custom views

– Q & A

SHAREPOINT

ELEMENTS

Basic SharePoint Elements

Sites–Used to organize/separate content

Pages–Displays content on a site

Web Parts (Apps)–Building blocks of a page/site

Site Collection Hierarchy

Homepage Site

HR Site

HR Subsite HR Subsite

IT Site

IT Subsite

iPhone® Analogy

WEB PART

Create New Site

Gear icon > Site Contents > New subsite

NAVIGATION

2 types of Navigation

Top Link Bar (can be inherited)

Quick Launch (local/contextual)

LOOK & FEEL

Change the Look

SECURITY &

PERMISSIONS

Security & Permissions

Gear icon > Site Settings > Site Permissions

Add Users to Security Groups

Always add users to Security Group

Never add users directly to the site!

Change Page Layout

Edit the Page

Click on Text Layout drop-down

Choose new layout

Click Save

WEB PARTS

Add Web Parts – 2-step process

Create Web Part

1Add Web Part to the Page

METADATA

Add Metadata

Library/List Tab > Library/List Settings

Create Column

Create Views

“How To” Blog Posts

How to set Security for a SharePoint site 4 ways to create Drop down navigation in SharePoint What are SharePoint Sites, Pages and Web Parts? How to configure Metadata Navigation in a document library How to implement Document Management System in SharePoint

using Content Types How to create SharePoint alerts How to add SharePoint Tiles to your site How to add a Video in SharePoint How to create an Org Chart in SharePoint How to create a SharePoint Project Site 4 ways to configure Document Library Choosing between OneDrive for Business & SharePoint How SharePoint Recycle Bin works How to sync SharePoint with Outlook

SharePoint Webinars

How to manage projects in SharePoint using out of the box features

How to build amazing Intranet Sites in SharePoint using out of the box features

How to improve SharePoint User Adoption – practical tips and industry best practices

How to manage migration to SharePoint

SharePoint hacks you can’t live without

[NEW] Project and Portfolio Management with Project Online

[NEW] Kick-Ass Project Collaboration with Office 365 Groups

LEARN MORE

Need help with SharePoint?

SharePoint Site Configuration and Customization

Document Migration to SharePoint

SharePoint Implementation Strategy

SharePoint Training

SharePoint User Adoption

SharePoint Governance

SharePoint Project Management

THANK YOU!

Visit: sharepointmaven.com

Email: greg@sharepointmaven.com

Follow: @gregoryzelfond

Connect: linkedin.com/company/sharepoint-maven

View: www.slideshare.net/gzelfond

Watch: SharePoint Maven YouTube Channel

Get in touch if you have questions

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