SharePoint AdminReferenceGuide (3)

SharePoint

Quick Reference Guide for Site Admins

Table of Contents

Log In.....................................................................................................2 Request a Site........................................................................................3 Request a Site: Add New Users.............................................................4 View Your Site........................................................................................5 Customize Your Site...............................................................................6 Announcements.....................................................................................7 Links.....................................................................................................8-9 Tasks...................................................................................................10-11 Calendars.............................................................................................12 Document Library: Library Settings and Syncing...............................13 Document Library: Adding New Documents.....................................14 Document Library: Check Out/In.......................................................15 Document Library: Editing...................................................................16 Document Library: Version History and Linking..................................17 Modify Lists and Libraries.....................................................................18 Tools......................................................................................................19 Tools: User Management.....................................................................20 Recycle Bin..........................................................................................21 Search Sites..........................................................................................22 Additional Resources...........................................................................23

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SharePoint

Log In

Browser Firefox and Chrome are preferred.

SharePoint Quick Reference Guide for Site Admins

URL Enter this URL in the address bar.

Credentials Username: @siue.edu email address Password: e-ID password Sign in Click to Sign in.

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SharePoint

Request a Site

Site Name Name your site.

Site Description Briefly describe your site.

Site Collection Select the collection where the new site will be housed.

Site Request Click Site Request under the Information section to view the site request form.

Site Template Select Standard Template.

SharePoint Quick Reference Guide for Site Admins

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SharePoint

Request a New Site: Add Users

Security Groups Add users to the site with different permission levels.

SharePoint Quick Reference Guide for Site Admins

Add Users Determine the level of access the user should have (Admin, Assitant, Member, Visitor), enter their eID in the appropriate box and click add.

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SharePoint

View Your Sites

There are two ways to view your sites

My Sites Click My Sites in the left navigation.

SharePoint Quick Reference Guide for Site Admins

OR

My Sites Your list of sites is shown on your SharePoint home page each time you log in.

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SharePoint

Customize Your Site

Site Contents Click site contents.

Add an App Click to add a new list, library, discussion board, survey, etc.

SharePoint Quick Reference Guide for Site Admins

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SharePoint

Announcements

Post important messages on the home page of the site.

Announcements Click to manage announcements.

Edit Announcement Click the 3 dots (more options) to edit or delete an announcement.

New Announcement Click to add a new announcement.

SharePoint Quick Reference Guide for Site Admins

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SharePoint

Links

Add links that are relevant to your page or project to allow for quick access to those sites.

Links Click to manage links.

New Link Click to add a new link.

SharePoint Quick Reference Guide for Site Admins

Pinned If you click Pinned when adding a link, the link will show up on the site home page for easy access.

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