Monday, October 20, 2008

Restricting a user to view only his/her docs in a SharePoint Libary

Sometimes it is necesary to setup a document/form libary up in SharePoint to allow a user to only documents created by the end user. Here are the steps I completed to accomplish this:

  • Create a View that only displays the documents created by [Me] the end user.
  • Create a new view. Select the fields you want the end users to view.
  • Select the Box "Make this the default view"
  • In the Filter section Select, Created By, is equal to, [Me]
  • Click OK

  • If an "All Documents" view exists, open it to edit it. Click the Delete button to delete it.
  • If an "Explorer View" view exists, open it to edit it. Click the Delete button to delete it.

  • Now you will need to adjust security settings so a person can not create a view.
  • At the site main page Click People and Groups in the Quick Launch
  • Click Site Permissions in the Quick Launch
  • Under Setting select Permission Levels
  • Click the Contribute Permission level to open it.
  • Clck the Copy Permission Level button.
  • Name the new Permission level anything you choose, such as Conribute without View Creation.
  • UnCheck Manage Personal Views in the Personal Permissions section.

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