Create a Permission Level on SharePoint

To create a permission level on SharePoint, do the procedure in this topic.

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Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, go to the Activity Library, and open the SharePoint SharePoint icon tab.
      2. On the SharePoint SharePoint icon tab, drag the Create Permission Level Create Permission Level icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create Permission Level Configuration Create Permission Level Configuration icon.

Procedure

  1. On the Create Permission Level Configurationscreen, in the SharePoint field, select your SharePoint access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for SharePoint.

  2. In the Permission Level Name field, enter the permission level name to create.
  3. (Optional) Complete these fields as necessary.
    Field Name Definition

    Permission Level Description

    Function:
    Specifies the description of the permission level to create.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Response Permission Level ID

    Function:
    Specifies the process data variable that stores the SharePoint Permission Level ID.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces or special characters.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Select All

    Function:
    Specifies whether to select all permission types.
    Accepted Values:
    • Deselected - You can use permissions from list permissions, site permissions, and personal permissions.
    • Selected - You can use all permission types.
    Default Value:
    Deselected
  4. (Optional) In the List Permissions tab, select the list permissions to include.
    Field Name Definition

    List Permissions

    Function:
    Specifies the list permissions to add.
    Accepted Values:
    • Manage Lists - Create and delete lists, add or remove columns in a list and public views of a list.
    • Override List Behaviours - Discard or check in a document that is checked out to another user, and change or override settings that allow users to read/change only their own items.
    • Add Items - Add list items and documents.
    • Edit Items - Edit list items, pages, and documents.
    • Delete Items - Delete list items and documents.
    • View Items - View list items and documents.
    • Approve Items - Approve a minor version of list items or document.
    • Open Items - View the source of documents with server-side file handlers.
    • View Versions - View past versions of a list item or document.
    • Delete Versions - Delete past versions of list items or documents.
    • Create Alerts - To create alerts.
    • View Application Pages - View forms, views, and application pages. Enumerate lists.
    Default Value:
    None
    Accepts Process Data Variables:
    No
  5. (Optional) In the Site Permissions tab, select the site permissions to include.
    Field Name Definition

    Site Permissions

    Function:
    Specifies the site permissions to add.
    Accepted Values:
    • Manage Permissions - Create and change permission levels, and assign permissions to users and groups.
    • View Web Analytics Data - View reports on website usage.
    • Create Subsites - Create subsites such as team sites, meeting workspace sites, and document workspace sites.
    • Manage Web Site - Grants the ability to perform all administration tasks, and manage content.
    • Add and Customize Pages - Add, change, or delete HTML pages or web part pages, and edit the website using a Microsoft SharePoint Foundation-compatible editor.
    • Apply Themes and Borders - Apply a theme or borders to the full website.
    • Apply Style Sheets - Apply a style sheet (.css file) to the website.
    • Create Groups - Create a group of users that can be used anywhere within the site collection.
    • Browse Directories - Enumerate files and folders in a web site using SharePoint Designer and Web DAV interfaces.
    • Use Self-Service Site Creation - Create a website using Self-Service Site Creation.
    • View Pages - View pages in a website.
    • Enumerate Permissions - Enumerate permissions on the website, list, folder, document, and list item.
    • Browse User Information - View information about users of the website.
    • Manage Alerts - Manage alerts for all users of the website.
    • Use Remote Interfaces - Use SOAP, Web DAV, the Client Object Model, or SharePoint Designer interfaces to access the website.
    • Use Client Integration Features - Use features that launch client applications. Without this permission, users must work on documents locally and then upload their changes.
    • Open - Allows users to open a Web site, list, or folder in order to access items inside that container.
    • Edit Personal User Information - Allows a user to change their own user information, such as adding a picture.
    Default Value:
    None
    Accepts Process Data Variables:
    No
  6. (Optional) In the Personal Permissions tab, select the personal permissions to include.
    Field Name Definition

    Personal Permissions

    Function:
    Specifies the personal permissions to add.
    Accepted Values:
    • Manage Personal Views - Create, change, and delete personal views of lists.
    • Add or Remove Personal Web Parts - Add or remove personal Web Parts on a Web Part page.
    • Update Personal Web Parts - Change Web Parts to display personal information.
    Default Value:
    None
    Accepts Process Data Variables:
    No