How do I manage security permissions inheritance?

This article will show you how to manage the Permissions as inherited or unique.

Site Permissions: At the top level site, the site permissions are managed via the Resource Pool. When workspaces are created, the site permissions will vary based on the type of workspace, and based on the preference of the site owner.

List Permissions: By default, each List App has inherited permissions from the Site. For example, if a Team Member has "Contribute" access to the Site App, the Team Member will have Contribute access on the following List Apps: Task Center, Project Center, Issues, etc. If you want to configure the List so that only certain groups have access to the List itself, you could change the Permission Inheritance to Unique. Then, you could set the Permissions for the List App. On the other hand, if you want to configure the List so that only certain users have access to certain items in the List, you would configure the Build Team Security feature for the List App.

Navigate to SharePoint Site Settings

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under the Settings heading, select SharePoint Site Settings.

Open Site Permissions

Under the Users and Permissions heading, select Site Permissions.

View Site Permissions

This Site has some content with unique permissions. To view which content has unique permissions, click the link for Show these items.

View Exceptions with Unique Permissions

Each List App (or other content) that has unique permissions will show. In the example above, the Project Portfolios List App has unique permissions.

In the example above, the other three lists have Inherited Permissions at the List Level. But the items within them have unique permissions at the item level. The Project Center List App has Build Team Security enabled. The Issues and Backlog List Apps have the Lookup Security enabled, as the items in those List Apps are associated items to the Project Center. So, the Issues and Backlog List Apps inherit their item permissions from their associated projects.

  1. Click the links for View Exceptions to see which items in the List App have unique permissions (ex: the names and links to the Projects, the Issues, etc.).
  2. Click the links for the List App Names to navigate directly to that List App.

View List App Permissions

  1. Navigate to a List App. On the List Ribbon, select Shared With.
  2. Alternatively, navigate to the List Settings page for a List App. Under the Permissions and Management heading, select Permissions for this list.

Ribbon Options when Inheriting Permissions

The yellow bar will indicate whether the List has inherited or unique permissions.

  • Manage Parent: This button will navigate you to the Site Permissions Page.
  • Stop Inheriting Permissions: Click this button to stop the permission inheritance.


Ribbon Options when Using Unique Permissions

  • Delete Unique Permissions: Click this button to inherit permissions from the parent Site.
  • Grant Permissions: Click this button to grant a user or group specific permissions to this List App.
  • Edit User Permissions: Select one or more groups for this option to be available for selection.
  • Remove User Permissions: Select one or more groups for this option to be available for selection.

View Item Permissions

  1. Select the Item in the List App.
  2. Open the Items Ribbon
  3. Select Shared With for the item Permissions.

Item Permissions

Item Permissions. See the List App Permissions notes above regarding the available options.

Check Permissions

On the Permission Tools Ribbon, select Check Permissions.

Note: The Check Permissions feature can be done for a Site, a List App, and an item.

View the Check Permissions Results

  1. Enter the user name or group.
  2. Click the Check Now button.
  3. The Permission Levels for that item will show, as based on the Group Associations. The detailed Permissions as part of the Permission Level(s) may show based on what type of item you are checking permissions (ex: whether at the list level vs. the item level).
  4. When finished, click the Close button.



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