Customize permissions for a SharePoint list or library (2024)

Important:While SharePoint allows considerable customization of site permissions, we highly recommend using the built-in SharePoint groups for communication sites and managing team site permissions through the associated Microsoft 365 group. You can add, change, or remove permissions for an individual document or folder by following methods mentioned in Share files or folders in Microsoft 365 . This allows for much easier administration.

By default, all sites, lists, and libraries in a site collection inherit permissions settings from the site that is directly above them in the site hierarchy. This is called permission inheritance. Permission inheritance means a site inherits permissions from the root site of the site collection, and a subsite inherits permissions from its parent site. Folders, lists, and documents inherit permissions from the site that contains them, and so on.

Permission inheritance can save time for site administrators, especially on large or complex site collections. However, at times, you may need to change permissions so that you can expand access to invite others to share information or restrict access to a site . As an administrator or owner of a library, list, or survey, you can change permissions in various ways (i.e.assigning unique permissions, changing permission levels, or removing user permissions),to let the right people access the data they need data while restricting others.This article shows you how to get to the Permissions page and break inheritance, and then provides the steps to assign or change permissions.

First, you need to get to the permission page.

Get to the permission page

These instructions apply to Microsoft Lists, SharePoint in Microsoft 365 , SharePoint Server Subscription Edition , SharePoint Server 2019 , and SharePoint Server 2016 .

View the Permissions page in SharePoint

For a list or library

  1. Go to the library or list and open it.

  2. Select Settings Customize permissions for a SharePoint list or library (1) , and then Library settings or List settings . Depending on your SharePoint version, you may then need to select More library settings .

    Depending on your SharePoint version, if you don't see Settings Customize permissions for a SharePoint list or library (2) , choose the Library or List tab to open the ribbon, and then select Library Settings or List Settings on the ribbon.

    Customize permissions for a SharePoint list or library (3)
  3. On the Settings page, under Permissions and Management , select Permissions for this list or Permissions for this document library .

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For a survey

  1. Open the survey.

  2. Select Settings .

    Customize permissions for a SharePoint list or library (4)
  3. Select the dropdown, and select Survey Settings .

    Customize permissions for a SharePoint list or library (5)
  4. On the Settings page, under Permissions and Management , select Permissions for this survey .

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About unique permissions for individual items

When you go to the Permissions page, you may see one or more messages at the top of the page like this:

Customize permissions for a SharePoint list or library (6)

Here's what each message means:

  • Some items of this list may have unique permissions which are not controlled from this page. Show these items. This means that, at some time in the past, an individual item within the list, library, or survey was shared with others. When you click Show these items , you will see an Exceptions dialog box showing which items they are. If you are an owner of the item, click Manage permissions for each one to make changes.

  • There are limited access users on this site. Users may have limited access if an item or document under the site has been shared with them. Show users . This means that if an item has been shared with a user, but the entire list, library, or survey has not, then their access is limited to the one item that has been shared with them. Click Show users to see who they are.

    When you share an item with a user, they are given limited access to the site in order to give them access to the item. If you un-share the item, the user will continue to have limited access to the site (and you will see this message), however, they will not have access to any items not shared with them.

  • This library inherits permissions from its parent. (name of site) . This means that inheritance has not yet been broken for the list, library, or survey. See Break permission inheritance below for how to do this.

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Break permission inheritance in SharePoint

Now you've got to the Permissions page. Next, you will need tobreak permission inheritance before you canassign unique permissions, change permissions levels, or remove userpermissions to a list, library, or survey.When you break permissions inheritance for a list, library, or survey and then define new permission settings, the list (or library) becomes a parent for items in it. Items under that parent now inherit the new permission settings (unless the items have uniquely defined permissions.)

To break inheritance and assign unique permissions, follow these steps:

  1. Go to the list, library, or survey and open it.

  2. Go to the Permissions page using the steps in the previous section .

  3. To break permissions inheritance from the parent, select Stop Inheriting Permissions .

    Customize permissions for a SharePoint list or library (7)

Notes:

  • When a list or library contains more than 100,000 items, you can’t break permissions inheritance on the list itself. Nor can you re-inherit permissions on the list itself.

  • When a folder contains more than 100,000 items, you can’t break permissions inheritance on that folder itself. Nor can you re-inherit permissions on that folder itself.

  • Items within the library or folder hitting the limit (say a single file or folder) won't be impacted—so you could still, for example, break inheritance on any single file inside a library with greater than 100,000items.

  • When a user shares a document or other individual item, inheritance is automatically broken for that item. Inherited permissions are copied to the item, and permissions for the users with whom the item was shared are added. If changes in permissions are made to the parent item, those changes are notapplied to the item.

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Assign unique permissions in SharePoint

Once you've broken inheritance using the steps in the section above, follow these steps to grant unique permissions:

  1. Go to the list, library, or survey and open it.

  2. Go to the Permissions page using the steps in the previous section .

  3. Select Grant Permissions on the Permissions tab.

    Customize permissions for a SharePoint list or library (8)

    Note:If the list or library is inheriting from the parent, you won't see Grant Permissions .

  4. In the Share... dialog box, make sure Invite people is selected, and then type the names of the people or group you want to grant access to in the Enter names or email addresses... box.

    Customize permissions for a SharePoint list or library (9)

  5. Add a personal message if you like.

  6. Check or uncheck Share everything in this folder, even items with unique permissions . This will grant or restrict access to items you already set unique permissions for. (This option is only available for folders.)

  7. The permission level granted is set to Edit by default, which means the people you invite can make some changes to the list, library, or survey. If you want to grant a different permission level like Read only, click Show options and change the selection in the Select a permission level box.

  8. An email message will be sent to everyone in the Invite people box. If you don't want this to happen, click Show options, and uncheck Send an email invitation .

  9. When you're done, click Share .

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In some cases, you might want to create a Windows Active Directory security group and grant access to a library or list for all the people in the Windows security group. For example, you might want to grant your whole team access to a list by adding the team security group to a SharePoint group. Then, when new people join your team, you grant them appropriate permissions by just adding them to the appropriate Windows security group. To learn more about Windows Security groups, see Active Directory Security Groups .

Note:You cannot grant access to a distribution group that is not a Windows security group.

Change permissions levels in SharePoint

You must break inheritance from the parent site before you can change unique permissions. Once you've broken inheritance using the steps in the section above, follow these steps to change permissions:

  1. Go to the list, library, or survey and open it.

  2. Go to the Permissions page for the list, library, or survey using the steps in the previous section .

  3. In the Name list, select the checkbox next to the name of the user or group that you change permission levels for.

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  4. Select Edit User Permissions .

    Customize permissions for a SharePoint list or library (11)
  5. Under Permissions , check the box for the permission level you want for the users or groups you selected.

    Customize permissions for a SharePoint list or library (12)

For more information aboutpermissions levels, see Understanding permissions levels in SharePoint .

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Remove user permissions in SharePoint

You must break inheritance from the parent site before you can remove user permissions. Once you've broken inheritance using the steps in the section above, follow these steps to remove user permissions:

  1. Go to the list, library, or survey and open it.

  2. Go to the Permissions page for the list, library, or survey using the steps in the previous section .

  3. In the Name list, select the checkbox next to the name of the user or group that you want to remove permissions from.

    Customize permissions for a SharePoint list or library (13)
  4. Select Remove User Permissions .

Note:When removing the permissions, the user or group permissions will be removed in all the children, including those with broken permission inheritance. Restoring them will not be possible.

The permissions page updates to show that the group or user no longer has permissions to the list.

Restore inheritance to delete all unique permissions in SharePoint

When you break permissions inheritance between a site, folder, list, library, list item, or document and its parent, you can restore inheritance at any time, which removes any custom permissions you set.

  1. Go to the list, library, or survey and open it.

  2. Go to the Permissions page for the list, library, or survey using the steps in the previous section .

  3. On the Permissions tab (for a list or a library), select Delete unique permissions .

    Customize permissions for a SharePoint list or library (14)
  4. Select OK . The status bar for the list now reports 'This list inherits permission from its parent.' The name of the parent appears next to the updated status.

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See Also

Understanding permission levels

Customize permissions for a SharePoint list or library (2024)

FAQs

How to customize permissions for a SharePoint Online list or library? ›

In the Name list, select the checkbox next to the name of the user or group that you change permission levels for. Select Edit User Permissions . Under Permissions , check the box for the permission level you want for the users or groups you selected.

How to set view level permission for a list library in SharePoint? ›

To set Item-Level permissions for a list, do the following:
  1. Navigate to your SharePoint Online List >> Click on Settings Gear >> List Settings.
  2. Click on the “Advanced Settings.” link.
  3. In the Advanced settings page, under “Item-Level Permissions”, you can set Item-level settings.

How do I restrict permissions on a SharePoint list? ›

Select the site you want to manage and the site details panel appears. In Settings tab, select Edit in the Restricted site access section. Select the Restrict SharePoint site access to only users in specified groups check box. Add or remove your security groups or Microsoft 365 groups and select Save.

What is the best practice for SharePoint document library permissions? ›

The best practice for SharePoint permissions is to follow the principle of least privilege. This means granting users only the minimum permissions they need to perform their tasks. This approach minimizes security risks and simplifies access management.

What are the different permission levels in SharePoint? ›

Default permission levels
Permission levelPermissions included by default
EditContribute permissions, plus: Manage Lists
DesignEdit permissions, plus: Add and Customize Pages Apply Themes and Borders Apply Style Sheets Override List Behaviors Approve Items
Full ControlAll permissions
4 more rows
Oct 26, 2023

How do I reset library permissions in SharePoint online? ›

To break permissions inheritance:
  1. Log in to your SharePoint site.
  2. Open the library that you want to change permissions to.
  3. On the Library Tools menu, select the Library tab. On the ribbon, click the Library Settings button.
  4. Click on the Permissions for this document library link.
  5. Click Stop Inheriting Permissions.
Oct 11, 2023

How do I Create a custom permission level in SharePoint? ›

It's easy when you know how to do it.
  1. On your SharePoint site, go to 'Site Settings'.
  2. Click the 'Site Permissions' link (Under the 'Users and Permissions' section).
  3. At the top of the page, click on the 'Permissions' tab.
  4. Click the 'Permission Levels' button (In the 'Manage' group).
  5. Click 'Add a Permission Level.
Feb 23, 2024

How to make a SharePoint list accessible to everyone? ›

Option 1: Add Everyone to a Communication site
  1. From a SharePoint Site, click Gear icon > Site Permissions.
  2. Click the Share site button.
  3. Start typing everyone – you will see the Everyone except external users group appear. ...
  4. Next, assign the proper permissions level for Everyone group (in my case, I chose Read).
Aug 30, 2024

What is the difference between read and view permissions in SharePoint? ›

"Restricted View" permission: Can view pages, list items, and documents. Documents can be viewed in the browser but not downloaded. "Restricted Read" permission cannot access the home page, it can view documents, list and other pages.

What are unique permissions in SharePoint? ›

Unique permissions are access settings assigned to individual users or groups for specific files, folders, or libraries within SharePoint. Think of SharePoint as a big filing cabinet for your digital files, where each file or folder can have different locks to keep them private, which only specific users can open.

What is the permission limit for SharePoint list? ›

Unique security scopes per list or library. The supported limit of unique permissions for items in a list or library is 50,000. However, the recommended general limit is 5,000.

What is the difference between contribute and edit permissions in SharePoint? ›

Edit Includes permissions that enable users to add, edit, and delete lists; can view, add, update, and delete list items and documents. Contribute Includes permissions that enable users to add or change items on the site pages or in lists and document libraries.

How to prevent users from syncing SharePoint document libraries? ›

To allow people to sync files again, set the Offline Client Availability option to Yes. To prevent syncing of a specific document library: On the library, click Library Settings > Advanced Settings. In the Offline Client Availability section, select No.

What is the difference between document library and form library in SharePoint? ›

Document Libraries in SharePoint consist of your main/core documents. For example a word document, excel, PowerPoint, Visio, pdf, csv, notepad etc. Form libraries consist of XML forms (InfoPath Forms).

How do you create a rule in SharePoint library? ›

Create a rule to automate a list or library
  1. With the list open in Microsoft Lists, SharePoint, or Teams, near the top of the page, select Automate,select Rules, and then Create a rule.
  2. Under Notify someone when, select a condition that triggers the rule.

How do I create a new permission level in SharePoint online? ›

It's easy when you know how to do it.
  1. On your SharePoint site, go to 'Site Settings'.
  2. Click the 'Site Permissions' link (Under the 'Users and Permissions' section).
  3. At the top of the page, click on the 'Permissions' tab.
  4. Click the 'Permission Levels' button (In the 'Manage' group).
  5. Click 'Add a Permission Level.
Feb 23, 2024

How do I change access request settings in SharePoint online? ›

Change access requests settings
  1. Go to Settings. > Site Permissions.
  2. Under Site Sharing, click Change how members can share.
  3. Under Sharing permissions, set the level of access: Site owners and members can share files, folders, and the site. People with Edit permissions can share files and folders. ...
  4. Click Save.

How do I customize a list view in SharePoint online? ›

You can make some changes directly in your list view. To do this, click the column name. You can change the order of items, filter them, group them, add columns, and change other column settings. When you're finished, click View options and then click Save view as.

What is the unique permissions limit for SharePoint online document library? ›

The supported limit of unique permissions for items in a list or library is 50,000. However, the recommended general limit is 5,000.

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