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Microsoft 365 SharePoint Site Owner

Intellezy Trainers

This course is designed to teach students an overview of SharePoint Site Owner roles and responsibilities. Students will learn to add and configure sites, create and configure libraries and lists, create and customize columns, and manage content types. Students will also learn to manage permissions and permission levels, create and modify site pages and work with navigation and regional settings.

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This course is designed to teach students an overview of SharePoint Site Owner roles and responsibilities. Students will learn to add and configure sites, create and configure libraries and lists, create and customize columns, and manage content types. Students will also learn to manage permissions and permission levels, create and modify site pages and work with navigation and regional settings.

This course aligns with the CAP Body of Knowledge and should be approved for 5.25 recertification points under the Technology and Information Distribution content area. Email info@intellezy.com with proof of completion of the course to obtain your certificate.

With nearly 10,000 training videos available for desktop applications, technical concepts, and business skills that comprise hundreds of courses, Intellezy has many of the videos and courses you and your workforce needs to stay relevant and take your skills to the next level. Our video content is engaging and offers assessments that can be used to test knowledge levels pre and/or post course. Our training content is also frequently refreshed to keep current with changes in the software. This ensures you and your employees get the most up-to-date information and techniques for success. And, because our video development is in-house, we can adapt quickly and create custom content for a more exclusive approach to software and computer system roll-outs. Check out all Intellezy has to offer with our award-winning video content.

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What's inside

Learning objectives

  • Add and configure sites
  • Create and configure libraries and lists
  • Create and customize columns
  • Manage content types
  • Manage permissions and permission levels
  • Create and modify site pages
  • Work with navigation and regional settings

Syllabus

Introduction
Role of the Site Owner
Understanding the Role of the Site Owner
The Limitations of Folders
Read more
Adding and Configuring Sites
Creating SharePoint Sites
Creating a Communication Site
Creating a Team Site with M365 Groups
Creating a Subsite
Understanding Site Settings
Customizing the Look of a Site
Creating Libraries
Creating a Document Library
Deleting and Restoring a Library
Changing the Library Name and Description
Modifying Library Versioning Options
Overriding a Checked Out Document
Modifying Advanced Library Settings
Using Content Approval for a Library
Adding a Template and Editing the New Menu
Creating Lists
Deleting and Restoring a List
Creating a Calendar List
Changing a List Name or Description
Adding or Removing Versioning from a List
Modifying Advanced List Settings
Understanding Form Options
Adding Forms
Modifying Forms with Power Apps
Configuring Approvals
Creating and Modifying Views
Creating Public Views
Creating Calendar, Gallery, and Board Views
Changing or Modifying the List or Library Default View
Formatting Views and Columns
Creating a Flat Library View
Creating and Customizing Columns
Understanding SharePoint Columns
Creating a Site Column
Adding an Existing Site Column to a Library or List
Creating a Library or List Column
Modifying, Renaming, or Deleting a List or Column
Creating a Lookup Column
Creating a Calculated Column
Creating a Location Column
Managing Permissions
Understanding Permissions
Viewing and Editing Site Permissions
Viewing, Adding, or Removing Users from a Group
Creating a SharePoint Group
Changing a Group Name or Group Owner
Checking an Individual's Permission on a Site
Creating and Removing Unique Permissions for a Subsite
Creating and Removing Unique Permissions for a Library or List
Creating and Removing Unique Permissions for a File or Folder
Enhancing the Site
Working with the Site Pages in SharePoint
Modifying or Adding Text to Pages
Understanding and Inserting WebParts
Creating a Page in SharePoint
Navigation and Regional Settings
Changing Regional Time and Work Week Settings
Understanding Top Links Navigation and Hub Sites
Configuring the Quick Launch
Conclusion
Course Recap
Microsoft 365 SharePoint Site Owner Assessment

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Covers site configuration, list/library creation, and permission management, which are essential for effective SharePoint site ownership
Explores navigation and regional settings, enabling site owners to tailor the user experience and ensure content relevance
Teaches how to create communication and team sites, which are fundamental for collaboration and information sharing within organizations
Includes modifying forms with Power Apps, which allows for customization and enhancement of data collection processes within SharePoint
Features content on creating subsites, which may be useful for learners who need to manage complex SharePoint environments
Uses Microsoft 365, so learners should ensure they have access to the Microsoft 365 environment and SharePoint to practice the skills taught

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft 365 SharePoint Site Owner with these activities:
Review SharePoint Fundamentals
Solidify your understanding of core SharePoint concepts before diving into site ownership responsibilities. Refreshing your knowledge will make it easier to grasp the more advanced topics covered in the course.
Browse courses on SharePoint
Show steps
  • Review Microsoft's official SharePoint documentation.
  • Watch introductory videos on SharePoint features and functionalities.
  • Take a practice quiz on SharePoint terminology and basic operations.
Review 'Microsoft SharePoint 2019 Step by Step'
Gain a deeper understanding of SharePoint concepts and best practices by reading a comprehensive guide. This will supplement the course material and provide additional context.
View Putting Knowledge to Work on Amazon
Show steps
  • Read the chapters related to site administration and content management.
  • Follow the step-by-step instructions to practice key tasks.
  • Take notes on important concepts and configurations.
Practice Creating and Configuring Lists and Libraries
Reinforce your skills in creating and configuring lists and libraries through hands-on practice. Repetition will help you become more proficient in managing content within SharePoint.
Browse courses on SharePoint Lists
Show steps
  • Create several different types of lists (e.g., task list, calendar list, custom list).
  • Configure various library settings, such as versioning and content approval.
  • Experiment with different column types and views to optimize data presentation.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Answer Questions in SharePoint Forums
Reinforce your understanding by helping others with their SharePoint questions. Teaching others is a great way to solidify your own knowledge.
Browse courses on SharePoint
Show steps
  • Find online forums or communities dedicated to SharePoint.
  • Browse the forums for questions related to site ownership and management.
  • Provide clear and concise answers to the questions, citing relevant resources when possible.
Review 'SharePoint Online Modern Experience Practical Guide'
Stay current with the latest SharePoint Online features and best practices by reviewing a guide focused on the modern experience. This will enhance your ability to create and manage effective SharePoint sites.
View Putting Knowledge to Work on Amazon
Show steps
  • Read the chapters related to modern site design and functionality.
  • Experiment with the modern web parts and features in a test environment.
  • Compare and contrast the modern experience with the classic experience.
Document Site Owner Best Practices
Solidify your understanding of site owner responsibilities by creating a comprehensive guide. This will force you to synthesize the course material and identify key best practices.
Show steps
  • Research and compile a list of best practices for SharePoint site owners.
  • Organize the best practices into categories (e.g., security, content management, governance).
  • Write a detailed explanation for each best practice, including examples and recommendations.
  • Share your guide with other students or colleagues for feedback.
Design a SharePoint Site for a Specific Purpose
Apply your knowledge by designing a SharePoint site for a real-world scenario. This project will challenge you to make decisions about site structure, content organization, and permissions management.
Show steps
  • Choose a specific purpose for your SharePoint site (e.g., project management, team collaboration, document repository).
  • Plan the site's structure, including the libraries, lists, and pages you will need.
  • Configure the site's navigation, permissions, and regional settings.
  • Populate the site with sample content and test its functionality.

Career center

Learners who complete Microsoft 365 SharePoint Site Owner will develop knowledge and skills that may be useful to these careers:
SharePoint Administrator
A SharePoint Administrator is responsible for the overall management and maintenance of a SharePoint environment. This includes tasks like adding and configuring sites, managing permissions, and customizing site settings, which are all covered in the Microsoft 365 SharePoint Site Owner course. The course's focus on creating and configuring libraries and lists, managing content types, and modifying site pages provides the practical skills needed to effectively administer a SharePoint system. This course would be useful in helping to build the foundation for the technical side of that important role.
See salaries and explore the career path for SharePoint Administrator
Content Manager
A Content Manager is often tasked with organizing and maintaining digital content within an organization's systems, and the Microsoft 365 SharePoint Site Owner course provides the tools to do this within SharePoint. The course teaches how to create and configure libraries and lists, manage content types, and also how to work with site pages and navigation. A Content Manager can use these skills to ensure content is easily accessible and well-organized. An understanding of permissions taught in the course can also contribute to securely managing content access within a team.
See salaries and explore the career path for Content Manager
Team Lead
Team Leads often use collaboration platforms like SharePoint to manage team projects and communications. The Microsoft 365 SharePoint Site Owner course helps a Team Lead create and configure team sites, build libraries and lists for storing project data, and manage team access through permissions settings. The course's content on customizing site pages and navigation can help a Team Lead create an intuitive and functional work environment for their team. These skills help create a more structured, efficient team.
See salaries and explore the career path for Team Lead
Project Coordinator
Project Coordinators rely on effective communication and information management to keep projects on track, and SharePoint often serves this purpose. The Microsoft 365 SharePoint Site Owner course teaches how to create and configure sites, libraries, and lists, which helps in centralizing project documents and information. Additionally, managing permissions and creating custom pages makes it easier for a Project Coordinator to share key data with the right stakeholders. Project Coordinators can use skills taught in the course to ensure all project team members are able to access the information they need.
See salaries and explore the career path for Project Coordinator
Information Architect
Information Architects design the structure and organization of information within a system. The Microsoft 365 SharePoint Site Owner course can be useful for those who are interested in the practical skills for structuring sites within a SharePoint environment. The course provides an understanding of how to create and configure sites, libraries, and lists, manage content types, and customize columns, all of which are crucial for an Information Architect when designing a logical and functional site layout. An understanding of the practical side of site creation is helpful for planning how information should be structured.
See salaries and explore the career path for Information Architect
Technical Support Specialist
A Technical Support Specialist often assists users with software platforms, and that can include SharePoint. The Microsoft 365 SharePoint Site Owner course helps a Technical Support Specialist understand the functionality of SharePoint at the site owner level. Through understanding the platform's capabilities, including how to create sites, configure libraries and lists, and manage permissions, a Technical Support Specialist is better equipped to troubleshoot user problems, build training materials, and provide solutions to technical difficulties.
See salaries and explore the career path for Technical Support Specialist
Business Analyst
A Business Analyst often needs to improve processes and information management systems. The Microsoft 365 SharePoint Site Owner course may be useful in this process. By teaching how to structure and organize data within SharePoint, including creating lists and libraries, Business Analysts can better document requirements and create better team workflows. Configuring site pages, navigation, and regional settings are skills that would help a Business Analyst present information clearly to stakeholders.
See salaries and explore the career path for Business Analyst
Records Manager
Records Managers are in charge of controlling and managing an organization's records throughout their lifecycle. The Microsoft 365 SharePoint Site Owner course may be useful because it teaches the skills to structure and manage content within SharePoint, including creating document libraries and managing permissions. A Records Manager will find that the course's content regarding the management of content types and versioning useful when ensuring records compliance and proper access throughout their lifecycle. An understanding of setting permissions is important to this role.
See salaries and explore the career path for Records Manager
Digital Workplace Coordinator
A Digital Workplace Coordinator ensures that employees have access to the digital tools and information they need to work effectively. The Microsoft 365 SharePoint Site Owner course may be useful if a company uses SharePoint in its digital workplace. A Digital Workplace Coordinator can use the skills learned in the course, including adding and configuring sites, customizing pages and navigation, as well as managing permissions, to design and maintain a productive online environment for employees. Understanding how to create and manage content is key for this role.
See salaries and explore the career path for Digital Workplace Coordinator
Training Specialist
A Training Specialist is often involved in developing training materials or sessions for employees on the systems they will use in the workplace. The Microsoft 365 SharePoint Site Owner course may be useful if a company uses SharePoint. A Training Specialist can use this course to gain practical knowledge of SharePoint site ownership, including how to create and configure sites, libraries, and lists. This knowledge can help a Training Specialist create more effective training content about SharePoint. Understanding the platform is key to teaching others how to use it.
See salaries and explore the career path for Training Specialist
Instructional Designer
An Instructional Designer focuses on creating effective learning experiences and often uses various tools to deliver content. The Microsoft 365 SharePoint Site Owner course may be useful to an Instructional Designer when the organization uses SharePoint because it teaches how to manage and organize content within the system. The course's content on creating and modifying site pages and working with navigation helps an Instructional Designer understand how to present learning resources in a clear and accessible way on that platform. Understanding how to customize SharePoint is helpful for those who want to make use of it for training.
See salaries and explore the career path for Instructional Designer
Marketing Coordinator
Marketing Coordinators frequently rely on shared platforms to manage marketing materials and campaign data, and SharePoint is one option for this. The Microsoft 365 SharePoint Site Owner course can be useful to a Marketing Coordinator in learning how to set up and customize SharePoint sites and libraries for marketing team use. This course provides the tools to allow a Marketing Coordinator to create organized workspaces within SharePoint and manage access to crucial marketing resources through permissions settings. The course's content on modifying site pages and navigation can improve the user experience.
See salaries and explore the career path for Marketing Coordinator
Office Manager
Office Managers often manage the organization's digital resources and systems, which may include SharePoint. The Microsoft 365 SharePoint Site Owner course helps Office Managers learn the technicalities of creating and managing team sites, libraries, and lists which can help in organizing company-wide information and facilitating team collaboration. The course’s focus on setting permissions, customizing site pages, and navigation helps ensure that employees can access the information they need conveniently. An understanding of the practical side of this platform is useful to an Office Manager.
See salaries and explore the career path for Office Manager
Human Resources Assistant
A Human Resources Assistant often manages employee-related information, and SharePoint can be one tool for managing that data. The Microsoft 365 SharePoint Site Owner course may be useful in providing a foundation in creating and managing sites, libraries, and lists on that platform. The course’s content on managing permissions can help a Human Resources Assistant to ensure that sensitive information is only accessible to relevant personnel. A basic understanding of how to set up SharePoint is helpful for managing HR data.
See salaries and explore the career path for Human Resources Assistant
Administrative Assistant
Administrative Assistants are often responsible for organizing and managing documents and data within an organization. The Microsoft 365 SharePoint Site Owner course may be useful when that organization uses SharePoint. The course teaches how to create and configure sites, libraries, and lists. It also provides an understanding of how to manage access through permissions. Administrative Assistants can use the skills taught in the course to help organize and manage information on SharePoint. The ability to manage digital information is useful to an Administrative Assistant.
See salaries and explore the career path for Administrative Assistant

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft 365 SharePoint Site Owner.
Cover image
Putting Knowledge to Work
Save
Provides a hands-on approach to learning SharePoint 2019, covering essential features and functionalities. It's a valuable resource for understanding the platform's capabilities and how to effectively manage SharePoint sites. While the course focuses on Microsoft 365 SharePoint, this book provides a solid foundation in core SharePoint concepts that are transferable. It is useful as a reference text for those new to SharePoint.
Putting Knowledge to Work
Paperback
Check
Putting Knowledge to Work
Kindle Edition
Check

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Effort
5 total hours
Via
Udemy
Instructor
Intellezy Trainers
Language
English
Good to know
Covers site configuration, list/library creation, and permission management, which are essential for effective SharePoint site ownership
Explores navigation and regional settings, enabling site owners to tailor the user experience and ensure content relevance
Teaches how to create communication and team sites, which are fundamental for collaboration and information sharing within organizations
Includes modifying forms with Power Apps, which allows for customization and enhancement of data collection processes within SharePoint
Features content on creating subsites, which may be useful for learners who need to manage complex SharePoint environments
Uses Microsoft 365, so learners should ensure they have access to the Microsoft 365 environment and SharePoint to practice the skills taught
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