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 ...
Claib1 Is the Planner now able to handle giving access to users outside of your Team (in SharePoint or Teams) but within your organization? I am working on a SharePoint site with a Plan component, but I want to open the Plan to only select people (example: only selected members and also users outside of the Team)?
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.