To work along with this course, you will need a supported browser and either owner or contributor permissions on your site. After watching this video you will know what you'll need for this course.
- [Instructor] From an organization's point of view SharePoint Online is often used to replace an existing intranet, or build the first intranet in an organization. If your organization has an intranet and they're not using SharePoint for that reason they might bring in SharePoint Online because SharePoint is groupware and you need collaboration capabilities. SharePoint is a great place to host files. Organizations use it to mange their file system. For larger organizations SharePoint Online is the centerpiece of their Enterprise Content Management, or document management systems. For you and I as end users, one of the cool things about SharePoint Online is that it participates in the Office 365 family. Every version of SharePoint works well with Office, whether you're talking about Word, Excel, PowerPoint, OneNote, Outlook, or some of the other tools like Visio and Project. When your organization goes to this much trouble to give you tools to work with mission critical documents they also need the ability to secure those documents to know that the people who are viewing documents have permission to do so, and that the people who are modifying them also have those rights. In SharePoint we create websites, and each of those sites, by default, has three built in permissions. These can be customized, but this is where we start. First, site visitors. People who can see the site, see data and documents, but can't actually add items to the site or edit the items that are there. Next, site members. People who are players on the site, who have the ability to contribute documents, edit documents, delete documents, and modify the data that's stored in a site. Typically site members also have the ability to do some light customization. For a project site these would be the members of the project team. And then finally, site owners. The recommendation is that each site have two or more owners who are charged with deciding what needs to be added to the site, what additional functionality needs to be provided. And then there's another permission of sorts, because for any specific SharePoint site there's an even larger universe of people, and that's everyone who isn't even a visitor. If you are not a visitor, a member, or a site owner you can't see the data, you can't see the documents, and you probably can't even see the site. When I search in SharePoint I will only see results for items that I have permission to see. Therefore, it might be that I would search for something and I would get one result set, and someone in another department, or even seated right next to me, might get another set of results. And that's because we have different permissions. And your permissions will also vary from site to site. You may be a site owner for one site, but only a visitor to another. To use SharePoint Online effectively you'll want to make sure you have a browser that's on the recommended browsers list, Internet Explorer 10 or 11, Microsoft Edge, or the most recent version of Chrome, Firefox or Safari. One final thought, SharePoint Online is a cloud based product, and one of the joys and challenges of working in the cloud is that these products can be updated more frequently than anything that ever had to be put on a CD or downloaded. I'm recording this course at a particular point in time, therefore there are features that will inevitably come out after this course is recorded that I don't have the ability to show you here. It's also possible that a feature may change or be removed. Buttons might be placed on different parts of the screen. Don't be surprised when that happens. Some of the Microsoft web-based products are updated several times a week. A willingness to be curious about changing features and a little bit resilient about those changes is necessary for those of us who are working in this age of software on the web.
- Navigating and searching in a site
- Uploading and creating documents
- Coauthoring Office documents
- Editing your profile
- Using and customizing lists
- Requesting approval for documents using Microsoft Flow
- Using SharePoint mobile apps