How To Give Access To Excel File In Sharepoint?

Are you having trouble sharing an Excel file on Sharepoint? With Sharepoint, you can easily give access to an Excel file to your colleagues, customers, and partners. In this guide, we will discuss the simple steps to give access to an Excel file on Sharepoint. We’ll go over what Sharepoint is, how to create a Sharepoint account, and how to give access to an Excel file. By the end of this guide, you’ll know exactly how to give access to Excel files in Sharepoint. Let’s get started!

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How to Give Access to Excel File in Sharepoint?

Microsoft SharePoint is a web-based document sharing and collaboration platform used by organizations to store and manage their files. It enables users to access, manage, and share data stored in Excel files stored in SharePoint. This article will provide a step-by-step guide on how to give access to Excel files in SharePoint.

Step 1: Log in to the SharePoint Site

The first step to giving access to an Excel file in SharePoint is to log in to the SharePoint site. Navigate to the SharePoint site and input the credentials associated with your account. Once you have successfully logged in, you will be taken to the home page of the SharePoint site.

Step 2: Open the Excel File

Once you are logged in to your SharePoint site, you need to open the Excel file that you want to give access to. To do this, click on the “Files” tab located on the left-hand side of the page. Then, select the Excel file you wish to open.

Step 3: Set Permissions on the Excel File

Once the Excel file is open, select the “Share” button located at the top of the page. This will open a window that allows you to set the permissions for the Excel file. Select “Everyone” from the drop-down menu and click “Share” to give everyone access to the Excel file.

Step 4: Grant Access to Specific Users

If you want to give access to a specific user or users, you can do so by clicking the “Advanced” button located at the bottom of the “Share” dialog box. This will open a “Permissions” window that allows you to add users and set their permission level. Select the users you want to give access to and set their permission level to “Edit”.

Step 5: Save the Changes

Once you have completed setting the permissions, click the “Save” button at the bottom of the “Permissions” window. This will save the changes you have made and grant the users access to the Excel file.

Step 6: Notify the Users

Once the permissions have been set, you will need to notify the users that they now have access to the Excel file. This can be done by sending them an email or a notification through the SharePoint site.

Step 7: Monitor Access to the File

Once the users have been granted access to the Excel file, it is important to monitor their access. This can be done by using the “Activity” tab located on the left-hand side of the page. This will give you a detailed report of who has accessed the file and when.

Step 8: Revoke Access to the File

If you need to revoke access to the file, you can do so by going to the “Permissions” window and selecting the users that you wish to revoke access from. Then, click the “Remove User” button located at the bottom of the window. This will revoke access to the file for the selected users.

Step 9: Delete the File

If you no longer need the Excel file, you can delete it by selecting the “Delete” button located at the top of the page. This will delete the file from the SharePoint site.

Step 10: Monitor File Usage

It is important to monitor how the Excel file is being used. This can be done by using the “Usage” tab located on the left-hand side of the page. This will give you a detailed report of who is using the file and how it is being used.

Related Faq

What is SharePoint?

SharePoint is a web-based collaborative platform developed by Microsoft that is used for managing and storing documents and data. It provides a secure central repository for storing and sharing files, allowing users to collaborate on projects with colleagues both inside and outside of the organization. SharePoint also provides workflow automation capabilities, allowing users to create customized processes for managing tasks and documents.

How do I give access to an Excel file in Sharepoint?

Giving access to an Excel file in Sharepoint requires two steps. First, the file must be uploaded to the Sharepoint site. This can be done by clicking on the “Files” tab and then selecting the “Upload Document” option. Once the file is successfully uploaded, the second step is to assign permissions to the file. This can be done by clicking on the file and selecting the “Sharing” option from the “Files” tab. From here, users can be added to the file and their permissions can be set.

What are the different levels of permission that can be set for an Excel file in Sharepoint?

There are several levels of permission that can be set for an Excel file in Sharepoint. These levels include “Read Only”, “Edit”, “Contribute”, and “Full Control”. “Read Only” grants the user access to view the file, but not to make any changes to it. “Edit” allows the user to make changes to the file, but not to delete it. “Contribute” grants the user the ability to make changes to the file and delete it. “Full Control” grants the user the ability to make changes to the file, delete it, and add and remove other users from the file.

What are the advantages of using Sharepoint to store and access an Excel file?

Using Sharepoint to store and access an Excel file has several advantages. First, it provides a secure central repository for storing and sharing files, allowing users to collaborate on projects with colleagues both inside and outside of the organization. Additionally, Sharepoint provides workflow automation capabilities, allowing users to create customized processes for managing tasks and documents. Finally, Sharepoint offers an easy way to share files with colleagues, allowing users to quickly and securely share files with colleagues in different departments or locations.

How can I ensure that my Excel files stored in Sharepoint remain secure?

In order to ensure that Excel files stored in Sharepoint remain secure, users must ensure that appropriate permissions are assigned to the file. When assigning permissions, it is important to only give access to people who need it, and to assign the appropriate level of permission (e.g. “Read Only”, “Edit”, etc.) to each individual. Additionally, users should ensure that the file is regularly updated with the latest version, and that old versions are deleted or archived. Finally, users should be aware of other security measures they can take, such as enabling two-factor authentication or enabling encryption.

Access to Excel file in sharepoint without permission

In conclusion, it is easy to give access to an Excel file in Sharepoint. All you need to do is create a folder within the Sharepoint site, upload the Excel file to the folder, and then set the appropriate permissions for the file. With a few clicks, you can create a secure environment for users to access the file and ensure that only the correct people have access to it. By following these steps, you can quickly and easily give access to an Excel file in Sharepoint.