How to Check File\/Folder Access Permission in SharePoint?

Effective collaboration and security on a SharePoint site rely heavily on properly managing user access and permissions for files and folders.1 Knowing who has access to what and their level of permission is crucial for maintaining data integrity and preventing unauthorized modifications or access.2 This article will guide you through the various methods to check user access and permissions in SharePoint, ensuring you have a clear understanding of who can interact with your content.

Understanding SharePoint Permissions

Before diving into the "how-to," it's essential to grasp the fundamentals of SharePoint permissions. Permissions control what actions a user can perform on a SharePoint site, including its lists, libraries, folders, and files. These permissions are typically managed through SharePoint groups and permission levels.

  • SharePoint Groups: These are containers of users who are granted a specific set of permissions. Default groups like "Site Owners," "Site Members," and "Site Visitors" exist, each with predefined permission levels. You can also create custom groups tailored to your organization's needs.

  • Permission Levels: A permission level is a collection of individual permissions that define what a user can do. SharePoint offers default permission levels such as "Full Control," "Edit," "Contribute," "Read," and "View Only." Site owners can also create custom permission levels by selecting specific individual permissions.ipsum dolor sit ametipsum dolor sit amet

By default, permissions are inherited down the SharePoint hierarchy. This means that a library or folder typically inherits the permissions of its parent site. However, you can break this inheritance and assign unique permissions to specific lists, libraries, folders, or even individual files when a more granular level of control is required. i

Methods to Check User Access and Permissions

There are several ways to check who has access to a specific file or folder in SharePoint and what their permission level is. Let's explore these methods in detail:

1. Using the "Manage Access" Pane (Modern Experience)

  • Steps:

  • Navigate to the file or folder you want to check.

  • Hover over the file or folder name and click the three vertical dots (ellipsis) that appear.

  • In the context menu, select Manage access.

The "Manage access" pane will appear on the right side of your screen. This pane provides a clear overview of:

  • People: Lists individual users who have been directly granted access to the file or folder, along with their permission level (e.g., Can edit, Can view).

  • Groups: Shows the SharePoint groups that have access to the file or folder and their assigned permission level. If the permissions are inherited from the site, it will indicate this.

  • Links: Displays any sharing links that have been created for the file or folder, along with the type of link (e.g., People in [Your Organization] with the link can edit) and whether a password or expiration date is set.

To see if a specific user has access:

  • In the "Manage access" pane, look through the "People" and "Groups" sections.3

  • If you don't see the user, they likely don't have direct or group-based access that is uniquely defined for this file or folder. In such cases, they might still have access through site-level permissions. To confirm this, you'll need to use the "Check Permissions" feature (explained below).

2. Using the "Advanced permissions settings" and "Check Permissions" Feature (Classic Experience)

For a more detailed breakdown of permissions and to check the effective permissions of a specific user, you can use the "Advanced permissions settings" page, which has a "Check Permissions" feature.4 Although this interface has a "classic" look, it's still accessible and provides valuable insights.

Steps:

  • Navigate to the file or folder you want to check.

  • Hover over the file or folder name and click the three vertical dots (ellipsis).

  • In the context menu, select Manage access.

  • In the "Manage access" pane, click the three dots in the upper-right corner and select Advanced settings. This will open the classic permissions page for the file or folder in a new tab.

  • On the "Permissions" tab of the ribbon, click Check Permissions.

  • In the "User/Group" field, enter the name or email address of the user you want to check.

  • Click Check Now.

The results will show the user's effective permissions for the selected file or folder. This includes the permission level they have and how they are getting that access (e.g., direct assignment, membership in a SharePoint group). If the user has no access, it will also indicate that.

3. Checking Site Permissions

Sometimes, a user might have access to a file or folder because they have permissions at the site level, which are inherited by the content within it. To check site-level permissions:

Steps:

  • Navigate to the SharePoint site.

  • Click the Settings gear icon in the top-right corner.

  • Select Site permissions.

This page will show the SharePoint groups associated with the site and their corresponding permission levels. You can also see individual users who have been directly assigned permissions at the site level.

To check the permissions of a specific user at the site level, you can use the "Check Permissions" feature available on the "Advanced permissions settings" page of the site itself (similar to steps 4-7 above, but starting from the "Site permissions" page).

4. Utilizing SharePoint Management Tools

 

For administrators who need to check permissions for multiple users, files, or folders across a site collection or tenant, dedicated SharePoint management tools (like SharePoint Migration Manager and Shoviv SharePoint Backup Software) can provide more efficient and comprehensive reporting capabilities. These tools often allow for:

  • Generating reports on user permissions for specific objects.

  • Filtering and exporting permission data.

  • Identifying unique permissions and broken inheritance.

  • Auditing changes to permissions.

While these tools are not part of the native SharePoint interface, they can significantly streamline the process of managing and reviewing permissions, especially in larger environments.

Best Practices for Managing SharePoint Permissions

  • Principle of Least Privilege: Grant users only the permissions necessary to perform their tasks. Avoid giving broad permissions when more specific ones will suffice.

  • Utilize SharePoint Groups: Manage permissions through groups rather than assigning them directly to individual users. This simplifies administration, especially when users join or leave teams.

  • Understand Permission Inheritance: Be aware of how permissions are inherited and when it's necessary to break inheritance for specific content.

  • Regularly Review Permissions: Periodically audit user access to ensure it remains appropriate and secure, especially after organizational changes or project completion.

  • Document Unique Permissions: If you break permission inheritance and assign unique permissions, document why and for whom to maintain clarity and facilitate future management.

Conclusion

Checking user access and permissions for files and folders on a SharePoint site is a fundamental aspect of maintaining a secure and well-organized collaborative environment. By utilizing the methods outlined in this article, you can gain a clear understanding of who has access to your content and their level of interaction. Whether you use the quick "Manage access" pane for individual items or the more detailed "Check Permissions" feature for specific users, regularly reviewing and managing permissions is essential for effective SharePoint governance. For more complex scenarios, consider leveraging dedicated SharePoint management tools to streamline the process and gain deeper insights into your permission structure.

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