SharePoint

The SharePoint Admin Role (Complete Guide for Beginners)

The SharePoint Admin Role (Complete Guide for Beginners)

What does a SharePoint admin do? In this beginner’s guide, you will learn the duties and responsibilities of a SharePoint administrator, how to assign a user as an admin, what tasks the admin does, and more. Let’s get started. Understanding the SharePoint Admin Role First off, let’s talk about the basics of the SharePoint admin role — what it means and the duties and responsibilities it entails. Definition of a SharePoint Admin The primary role of a SharePoint administrator is to ensure the SharePoint platform runs smoothly, securely, and aligns with your organization’s goals. Think of him/her as the linchpin that connects […]

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How to Change the SharePoint Date Format (Beginner’s Guide)

How to Change the SharePoint Date Format (Beginner’s Guide)

Do you want to change the date format in your SharePoint site? In this short guide, you will learn more about the default date format in SharePoint and the exact steps to changing it from the settings. Let’s get started. The default date format in SharePoint Online By default, SharePoint presents dates in the format mm/dd/yyyy (this is the US format). However, depending on your location or your company’s preferences, this may not be the most intuitive or efficient way for you and your team to work with dates. The issue with the default date format One common issue that

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How to Follow a SharePoint Site (The Beginner’s Guide)

How to Follow a SharePoint Site (The Beginner’s Guide)

Curious about the follow feature in SharePoint Online? In this short guide, you will learn the importance of following a SharePoint site, and how to actually follow sites in SharePoint Online. Let’s get started. Importance of following a SharePoint site Staying updated with the latest information is crucial for efficiency and productivity. This is where following a SharePoint site comes into play. By following a SharePoint site, you can keep your finger on the pulse of your team’s activities, ensuring you’re always in the loop. Benefits of following a site Following a SharePoint site offers numerous benefits. The most basic

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SharePoint Site Columns vs List Columns (Beginner’s Guide)

SharePoint Site Columns vs List Columns (Beginner’s Guide)

Not sure which type of column to create? In this guide, you will learn the differences between site columns and list columns in SharePoint Online and what their use cases are. Let’s get started. Columns in SharePoint When you’re working with SharePoint, one of the most fundamental aspects you will encounter are SharePoint columns. These are crucial elements that help you organize, categorize, and manage your data effectively. There are two types of columns in terms of reusability: List Columns List columns, as the name suggests, are SharePoint columns that you create within a specific SharePoint list or document library.

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Move Subsite to Another Site Collection (SharePoint Online)

Move Subsite to Another Site Collection (SharePoint Online)

Got a subsite you want to transfer? In this short guide, you will learn the legacy of subsites and how to move a subsite to another site in and outside its parent site collection. Let’s get started. The Legacy of Subsites Before I show you the steps, I want to ask this first: Do you really need that subsite? Will creating a new site collection and moving the files there take a more significant time? The reason I am asking is that subsite is a legacy feature — and SharePoint Online seems to be moving to a flat structure hierarchy. The newer

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Beginner’s Guide to SharePoint Security Groups (Overview)

Beginner’s Guide to SharePoint Security Groups (Overview)

Confused about the different security groups in SharePoint? In this guide, I will share an overview of SharePoint security groups and the small things you need to know about them. Let’s get started. Definition and functionality of SharePoint security groups SharePoint security groups play a vital role in maintaining the security and integrity of your SharePoint environment. Security groups are used to manage access and permissions for users, allowing you to control the three primary actions within SharePoint sites, libraries, and lists: The primary functionality of SharePoint security groups is to group users together based on their roles, responsibilities, or

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Beginner’s Guide to SharePoint Library Settings (Overview)

Beginner’s Guide to SharePoint Library Settings (Overview)

What settings will you find on the document library settings page? In this article, I will provide an overview of the document library settings page on SharePoint Online and each item on the page. Let’s get started. Understanding SharePoint Libraries Technically, a document library in SharePoint is a place where you can store, organize, and collaborate on files with other users. As a SharePoint user, you will find libraries to be one of the most useful and powerful features of the platform. Related: SharePoint Document Library Types: Differences Between Them Creating a SharePoint Library Before anything else, in case you’re

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How to Force Check in a Document in SharePoint (Guide)

How to Force Check in a Document in SharePoint (Guide)

Got a document stuck in check out? In this short guide, I will explain step-by-step how you can force check in a document so you can use it again freely. Let’s get started. How does the document check in/check out work in SharePoint? If you’re new to SharePoint Online, you might be confused about what the check in/check out feature is. Think of it as something related to how libraries work — you check out a book to read or edit and then return it (check in). Documents in a document library in SharePoint work the same way as users check out

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How to Send Files by Email to SharePoint Online (Tutorial)

How to Send Files by Email to SharePoint Online (Tutorial)

Can you send files to SharePoint using email? In this tutorial, I will show you a method you can use to send files to a modern SharePoint document library and how to set it up. Let’s get started. What do you need to send files by email to SharePoint? First things first… I’m sorry to say that the modern experience in SharePoint Online doesn’t have an incoming email feature. That doesn’t mean though that it’s impossible. It simply means you have to set it up yourself. For this, you will need two things: How to set up a SharePoint to

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How to Use iFrame in SharePoint Online (Beginner’s Guide)

How to Use iFrame in SharePoint Online (Beginner’s Guide)

Do you need to embed something on your SharePoint page? In this short guide, I will show you how to embed using iFrame in SharePoint, step-by-step, and what to do when encountering an error. Let’s get started. What is an iFrame? Okay, let me go over this subject quickly to enlighten you on what we’re talking about here. Basically, an iFrame, or “inline frame,” is an HTML document embedded inside another HTML document on a website. This allows you to insert content from another source (another webpage, a video, etc.) into your current page without having to redirect or reload

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