Set up who can view and change your new project site

If your project site was set up to use unique permissions, your first step after creating the site is to set up groups for the site. These groups are used to control who can see and do things on your project site. You are taken directly to a page where you can set up these groups, after you create the site.

To set up groups for your project site:

  1. On the Set Up Groups for this Site page, in the Visitors to this Site section, choose whom you want to be able to view your site, without making changes. This might be executives or other stakeholders who may want to see the status of your project, without actually changing any of your project data.

    You can choose to:

    • Create a new group    If you choose to create a new group, type a name for the new group if you want something other than the default name, and then type the user name for each person you want to be able to view your site as a visitor. You can enter multiple accounts, separated by a semicolon (;). Once you have entered the accounts, you can click Check Names to verify the accounts. Or, if you’re not sure of the user name for someone you want to add as a visitor, click Browse and then search using the person’s name.

    • Use an existing group    If you choose to re-use an existing group as viewers of your project site, select the Use an existing group option, and then select that group from the list.

  2. Under Members of this Site, choose who you want to be able to add, edit, and delete tasks, documents, and other information on your site. As with the visitors group, you can choose to use an existing group for this permission level, if appropriate.

  3. Under Owners of this Site, choose who you want to have full control over all available options on your site. This includes being able to add and remove lists, libraries, and other site features. Again, you can choose to use an existing group for this permission level, if appropriate.

  4. Click OK to add the people you have chosen to these groups, and begin using your site.

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