This quick tutorial will give you a careful step-by-step guide to adding a new user to SharePoint 2013 and is jam packed with helpful pictures to light the way! Go ahead and navigate to your SharePoint site and we’ll get started.
How to Add a New SharePoint User
First you will want to look for the ‘gear’ icon next to your name on the top right.
When you click on it, you’ll be presented with a few options, but the one you are looking for is named Site Settings.
At the next screen, you’ll notice you’re starting at the first user Groups page along with some of the users currently in that group. In this case, it is the Home Members group.
On the left side of the page are all the lists of the groups for your site:
Select the appropriate User Group you want to add a user to or, if you are already at the right group page, click on New and then Add Users:
A search box will pop up (commonly known as “People Picker”)
Go ahead and begin typing in your new user’s name in the first box. As you begin to type, search results will begin to populate. Simply look for the user and then click on their name once it shows up on the search box.
Once you click on their name, it will display the user you selected:
If you have more users to add, you can repeat the process above until you are finished.
The second box below the ‘People Picker’ section simply allows you customize a ‘Welcome’ message to the new users. This simply informs them that they have been added to the SharePoint Page/User Group.
Once you are satisfied with all the information you entered, click on Share.
The user will then receive their confirmation email letting them know they can begin using the site!
And that brings us to…
How to Create a New User Group in SharePoint 2013
Now, let’s say you have a ton of users and you would like to create more user groups to section them into for the sake of organization (and I highly recommend this to all you SharePoint Administrators out there!). How do you accomplish this you ask? Well, continue reading and I will show you!
Go ahead and repeat the same steps above as far as getting to Site Settings and then to the People and Groups page.
Now, on the left Quick launch page click on the Groups heading. Here you will see all the User Groups that are currently on your environment, along with their description.
While on this view, click on New and then click on New Group:
You should now be staring at the People and Groups > Create Group page. Here you will fill out all the necessary information to describe and create your new User group.
First you will need to create a name and a description for your new group. The description is optional, but once again, I highly recommend entering something in here for the ease of management for you SharePoint Admins out there.
The Owner section simply describes the owner of this group. By default, it will enter your account in there and if you want to add or designate another owner, just go ahead and search for that user.
Group Settings designates who can view the members in that group and who can add/remove users within that group.
Membership Requests basically controls if members can request to join/leave this group and then also if you want to allow auto accepting requests. My recommendations for this is No for both, that way you will have more control over tracking these. But if this is not a security requirement for your site, then you can most definitely change this to Yes. If you decide to allow requests to this group, you can also designate an email address for those requests to be delivered to.
Give Group Permission to this Site is self-explanatory. There are several options you have here and you can select more than one option. Obviously if you select Full Control, there is no need to click on any other option, since they have, well… Full Control.
When you are satisfied with all of your responses to all the sections on this page, you can go ahead and click on Create.
Then voila! Your new group is auto-magically created and will now show up in the quick launch under the Groups section:
Now you can begin adding users to your new User group in SharePoint 2013!
That wasn’t too bad was it? Hopefully that helped at least a little bit. The real trick is keeping all your users organized which in turn means less headaches and more sleep for you as a SharePoint Administrator.
Now go have fun administering your SharePoint 2013 environment and stay tuned for my future blogs!