Forum Discussion
Permissions within Planner
I had an inquiry from a colleague asking if there is a way to restrict members of a plan to where they can't create buckets or move tasks around in different orders. I think there is an interest in ...
My understanding is a Plan is a separate entity (like a Word document), so yes you should be able to add users to a Plan (providing they are within your organisation).
Restricting users is more difficult, so if you want a part of a Team and selected non-Team members, as far as I am aware, the only way to do this would be to add individuals or create a new Group (or Team).
Restricting users is more difficult, so if you want a part of a Team and selected non-Team members, as far as I am aware, the only way to do this would be to add individuals or create a new Group (or Team).
Thanks for your reply Simon. Do you have the actual steps how to do this. The user I'm trying to add is part of our organization. I setup the user to have limited edit access of a SharePoint site. The only way I can see him having access to the Plan is to add him as a member, but we do not want to do that. We just want him to have access to a unique Plan and selected components of the SharePoint site.
- zakcandao
Just tested this, here are my steps:
Open your SharePoint site and create your Plan;
From within SharePoint, or from within Planner, open your Plan;
In SharePoint look for Members, in Planner click the number of Members (in the upper right corner);
Add you new Member from the prompt on screen.
Hope this helps- Thanks for your reply Simon. That part I understand and able to easily add a member to the SharePoint site and Teams group and be able to view/edit the Plan and the document libraries.
What I'm trying to figure out is a way to add a user who is a member of our organization, but I DO NOT want that user to be a member of the SharePoint site or Teams Group. I would like to limit his edit access to just the Plan and selected document libraries the SharePoint site.
Similar to Managing Access to a document library, where you can define, view or edit access of specific folders.
I hope there is a way to do this with Plans. There's also the option to have Separate Plans...... with links to it within the Sharepoint Site/Team/ETC - so you can control those permissions individually if desired. This creates additional Sharepoint Sites/Office 365 Groups in the Background but isn't too bad as long as you don't get too crazy with it. If only MS had a native way to turn an Email into a Planner Task...... Now that would be amazing. I've been using Planner as my daily Shared Task list.
