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SharePoint user management with a new Excel worksheet

New worksheet in our Excel add‑in to manage SharePoint users and groups, review unique permissions, and transfer roles efficiently.

We’ve already shared several insights into our application Management 4 SharePoint. In this post, we introduce our latest enhancement for SharePoint user management.

Worksheet for SharePoint user management

We’ve added a new worksheet in Excel that you can use to manage SharePoint users. It lists every user who is currently in a group or has unique permissions on lists. As with our other worksheets for list permissions, we visualize group membership in a matrix.

SharePoint user management: user matrix

Each user appears in a row, and SharePoint groups are shown in columns. If a user is a member of a group, the corresponding Excel cell shows an “X”. This gives you a clear overview of which users belong to which groups. Entering an “X” in a cell immediately adds the user to that group. You can also “drag” the cell to quickly add a user to multiple groups. Removing the “X” deletes the user from the respective group.

SharePoint user management: change permissions

Manage unique permissions

This worksheet also includes a dedicated column for unique permissions (column D “Einzel”). At a glance, you can see which users have unique permissions on lists. Selecting this column for a user automatically opens the panel for unique permissions in our add-in.

SharePoint user management: unique permissions

Here, we display all of the user’s unique permissions across lists in all sites. You can delete individual permissions or remove them all at once.

User tab with user information

Selecting a user in the first column opens the new User tab in our add-in.

SharePoint user management: user tab

The tab shows key user information such as name, sign-in name, and email address. It also lists all groups the selected user belongs to. In addition, the tab provides a convenient action: “Transfer all roles to another user.” This lets you add another user to exactly the same groups as the selected user with just a few clicks.

If this caught your interest and you’d like more details about the new user worksheet, feel free to contact us.

  • Excel
  • JavaScript
  • SharePoint
  • User Adoption

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