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Manage permissions using the Sharing sidebar

Business Applications is a password-protected area of Microsoft Office Live Small Business that includes the Document Manager and Team Workspace applications that you can use to share information and collaborate with others. If you are an account owner or administrator, you can authorize employees, partners, and others to access Business Applications and Contact Manager by adding these users to your Office Live Small Business account and then granting them permission to use any or all applications.

The Sharing sidebar

The Sharing sidebar is a convenient way to manage permission levels and to add new user accounts. The Sharing sidebar appears on the right side of the page and follows you throughout Business Applications and Contact Manager.

When you click Users in the Sharing sidebar, you see two different options for managing users’ permissions:

Roles

You can control users' access to each area of your account. In the Business Applications area, you assign roles to users to define the level of permission they have for changing information in each application, as described in the following table.

Role Permissions
Administrator Users with this role can set user permissions and have full access to add, modify, and delete information.
Editor Users with this role have full access to add, modify, and delete information.
Reader Users with this role have limited, read-only access.
What do you want to do?


Add a user who already has an e-mail account

Any individual to whom you grant access to your account must have a working e-mail address. This becomes the ID that he or she uses to sign in to your account.

  1. On the Office Live Small Business Home page, at the top, click More, and then click Contact Manager, or click Business Applications, and then, on the left navigation bar, click the application that you want.
  2. On the Sharing sidebar, click Users, and then click Manage permissions for this application.
  3. In the Users and Permissions dialog box, in the Users pane, click Add user.
  4. In the dialog box that appears, type a valid e-mail address and display name for the user, and then click OK. The user's name appears in the Users pane.
  5.  Note   Users are not added to your account until you assign them a role in the Users and Permissions dialog box.

  6. In the Users and Permissions dialog box, click the arrow that corresponds to the role that you want to add the user to. The user's name moves from the Users pane to the selected role pane.
  7. Click OK. The new user receives an e-mail invitation containing a link that lets that user access your account.

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Add a user and create a new e-mail account

If you want to add a new user who doesn't already have an e-mail account, you must create one for that user. This e-mail account becomes the ID that he or she uses to sign in to your Office Live Small Business account.

  1. On the Home page, at the top, click More, and then click Contact Manager, or click Business Applications, and then, on the left navigation bar, click the application that you want.
  2. On the Contact Manager Home page, on the left navigation bar, click the application that you want.
  3. On the Sharing sidebar, click Users, and then click Manage all users.
  4. Click Add user, and then click Create an Office Live Small Business e-mail account.
  5. Click Create new e-mail account, and then follow the instructions to create the account.
  6. After you have finished creating the e-mail account, you have to grant permissions to that account. Follow the directions to Add a user who already has an e-mail account.

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Add or remove a user's role

  1. On the Office Live Small Business Home page, at the top, click More, and then click Contact Manager, or click Business Applications, and then, on the left navigation bar, click the application that you want.
  2. On the Sharing sidebar, click Users, and then click Manage permissions for this application.
  3. In the Users and Permissions window, click the name of the user whose permissions you want to change.
  4. Click the arrow that corresponds to the role to which you want to add the user or from which you want to remove the user.
  5. If you are adding a user to a role, the user's name moves from the Users pane to the selected role pane. If you are removing a user, the name moves from the selected role pane to the Users pane.

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Change the role for a user

  1. On the Office Live Small Business Home page, at the top, click More, and then click Contact Manager, or click Business Applications, and then, on the left navigation bar, click the application that you want.
  2. In the Sharing sidebar, click Users, and then click Manage permissions for this application.
  3. In the Users and Permissions window, click the name of the user whose permissions you want to change.
  4. Click the arrow that corresponds to the role from which you want to remove the user. The user's name appears in the Users pane.
  5. Click the arrow that corresponds to the new role to which you want to add the user. The name appears in the new role pane.

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