Managing a SharePoint Subsite


Introduction

This article explains:

Contents

Instructions

To Create a SharePoint Subsite

A SharePoint subsite is housed within a parent site. A subsite can be created for small projects or groups within a bigger entity without adding the managerial or logistical overhead of an entirely new site or Team.

  1. Log in to Microsoft 365.
  2. Click on the SharePoint icon.

  3. Navigate to the SharePoint site that will house the new subsite.
  4. Click Site contents on the left menu pane.

  5. At the top of the page, click the New dropdown to expand the drop-down menu.



  6. Click the Subsite link from the menu.

  7. Enter your site settings:
    1. Title: Choose a site name and type it in the Title: text box.
    2. Description: Type a description in the Description: text box.

    3. Web Site Address: Type in the address you desire in the URL name: text box. Do not use spaces.



    4. Select a Template: Each template type comes with a certain grouping of tools, but tools can be added to any site type after the site is created.

      Available Collaboration Templates
      Team Site (no Office 365 group) A site with no connection to an Office 365 Group.
      Team Site (classic experience) A site with a classic experience on the home page and no connection to an Office 365 Group.
      Project Site A site for managing and collaborating on a project. This site template brings all status, communication, and artifacts relevant to the project into one place.


    5. Set Permissions: In the Permissions option under User Permissions:, decide which permissions to give the site.

    6. Choose Navigation: Choose where to provide access to this subsite from your main site.

    7. Click the Create button when finished choosing the settings for the subsite.

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To Set Unique Permissions

If Use unique permissions is selected during subsite setup, the People and Groups -Set Up Group for this Site screen will display after clicking the Create button. You have three roles that you can configure: Visitors, Members, and Owners. The steps to configure these permissions are:

  1. Choose which role you wish to configure (you can choose as many as is appropriate):
    • Visitors to this Site
    • Members of this Site
    • Owners of this Site
  2. Choose whether to Create a new group or Use an existing group.



    1. If you choose Use an existing group, you will be presented with a drop-down box. Select which existing SharePoint group you want to add.





    2. If you choose Create a new group, in the text box, type in the name of the new group you wish to create.





    3. In the second text box, type the user's Hokies email address OR name using "Last, First".


      • Click Browse button to search for a user.

      • Click the Check Names button to verify users you have manually added.

    4. Select the OK button when finished adding users.


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To Add Users to a SharePoint Subsite

Adding users to a subsite does not add the users to the parent site.

  1. Log in to Microsoft 365.
  2. Click on the SharePoint icon



  3. Navigate to your SharePoint Subsite.
  4. Choose the Settings icon in the top-right corner.



  5. Choose Site Permissions.



  6. Select the Advanced permissions settings link.



  7. Click the Grant Permissions button.



  8. Be sure you are on the Invite people tab.



  1. Complete the following:
    1. Enter the user(s) in the first text box.
    2. Optional: add a message or description that will be sent in the user's invitation in the second text box.
    3. For additional options, click SHOW OPTIONS.

    4. You may select the permission level to be granted in the Select a permission level drop-down box and choosing a permission level.

    5. Click the Share button to add that user.

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To Change a User's Permission within a Role

  1. Log in to Microsoft 365.
  2. Click on the SharePoint icon.

  3. Choose the Settings icon in the top-right corner.

  4. Choose Site Permissions.

  5. Expand the group containing the person whose permission you wish to edit.

  6. Click the drop-down next to the name of the person you wish to modify and select the new permission.


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To Remove Users from a SharePoint Subsite

The following instructions work for a SharePoint Subsite. To remove users from a SharePoint parent site or if these steps do not work, please see How to delete users from a SharePoint site.

  1. Log in to Microsoft 365.
  2. Click on the SharePoint icon



  3. Navigate to your SharePoint Subsite.
  4. Choose the Settings icon in the top-right corner.

  5. Choose Site Permissions.

  6. Expand the group containing the person you wish to remove.

  7. Click the drop-down next to the name of the person you wish to remove and select Remove.




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