Using SharePoint

Accessing a SharePoint Site

  1. Sign In to the Office 365 Portal (portal.office.com) using your Passport York (@yorku.ca) credentials
  2. Click the SharePoint app
  3. Click the SharePoint Site you want to access
    1. When accessing the site for the first time, you need to search for the site name. Once you accessed the site once, it automatically adds the site to Frequent sites.
    2. Click the Star icon on the top right of the site to add it to ‘Following’ list of sites

Adding Documents

  1. Click Documents on the left sidebar
  2. Click New -> Folder to make a new folder (optional)
  3. Drag documents from file explorer into the folder

Adding Members

  1. Click the Members button in the top right
  2. Click Add members
  3. Type the e-mail addresses of the members to add
  4. Click Save

Changing Owners or Removing Members

  1. Click the Members button in the top right of the site
  2. Click the down-arrow button below member’s name
  3. Select ‘Owner’ or ‘Remove from group’

Changing Permissions of Folders

Permissions in SharePoint are managed through groups.

Creating a Group

Default groups exist in SharePoint, but additional groups can be created depending on the permission levels you need.

  1. Click the Settings button then Site Permissions
  2. Click Advanced Permissions Settings
  3. Click Create Group
  4. In the Group Settings section, specify who can view and edit the membership of the group
  5. In the Give Group Permissions to this Site section, choose a permission level for this group

Managing Access to Folders

  1. Select a folder
  2. Click the hamburger menu to the right of the folder
  3. Click Manage Access
  4. In the Manage Access pane, adjust permissions for the groups

Syncing SharePoint Documents with OneDrive

  1. Sign in to the SharePoint site through the Office 365 Portal
  2. Click Documents
  3. Click the Sync button on the toolbar
  4. The files from the SharePoint site will be available in Windows Explorer under a folder called York University

Restoring Deleted Folders and Files

Follow these instructions to restore data from within 30 days of deletion.

  1. Sign in to the SharePoint site through the Office 365 Portal
  2. Click Documents
  3. Click Recycle Bin
  4. Select the items to restore, and click Restore

Request a SharePoint Site

  1. For assistance in creating a site in SharePoint, email help@osgoode.yorku.ca with the following information:
    1. Name of the site. Note that it will have a naming convention as:
      LW-DepartmentName-SiteName
    2. Brief description of the site purpose
    3. List of site owners (full access to all documents, ability to add and remove members)
    4. List of site members (full access to all documents)
  2. Once site has been created, see HOW TO Use SharePoint for Documents for instructions on how to use the site to share documents and modify members

Access to an existing SharePoint Site

  1. Send an email to the site owner to grant you access to the site.