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How to Add a User to Multiple SharePoint Groups at Once

Owned by Chris Ang
Last updated: Jan 11, 2019
3 min read


This article applies to SharePoint Essentials Toolkit v6.1.3.0 and later

Description

We often need to add a user or group account to multiple places in SharePoint. This article will show you how to set this up and have a re-usable template.

Step-by-step guide

There are 2 ways you can do this:

Method 1: Add user from Home Page Dashboard

  1. Start the SharePoint Essentials Toolkit
  2. Select the first site that you wish to add the user to



  3. The panel called "Live Explorer" will now populate with live information about this site. Click the tab "SharePoint Groups"



    NOTE: If you do not see "Live Explorer", it might be 'hidden', click on the tab on right and you can click the 'Pin' to pin it



  4. Click on the SharePoint Group where you need to add the user account to
  5. Right click on the group and you can click "Add Member"



  6. "Manage Permissions" panel will open



  7. Repeat steps 2-6 to add all SharePoint Groups that the user requires access to

    Example: I chose 4 SharePoint Sites and selected appropriate group which user should be a member of to access SharePoint resources



  8. The "Permission Templates" window will open, enter the name of the account (user or group) to add



  9. Click "Run Now" to add the members to the SharePoint Groups

OPTIONAL: Preview SharePoint Group members Live

  1. Click on the "Properties" panel to show it



  2. Click the pin to keep it visible



  3. When you select a SharePoint Group, this will display the members of the group (live)

Method 2: Using Site Permissions Reports

  1. Select all of the sites from the Home Page which the user should have access to
    NOTE: If the Site has Inherited Permissions, select the site above it where it has Unique permissions as we need to grant access there
  2. Right click and select "View Reports→Site Permissions"



  3. This will open the Site Permissions for the selected sites. Drag and Drop the Column Headers in the top row (see red arrow below) to group by "Type"



  4. Right click on each SharePoint Group you want to add the user to, and select Edit Permissions → Add a new user



  5. Repeat step 4 for each SharePoint Group you need to add the user to
  6. Click "Create Job"



  7. The "Permission Template" window will open. Enter the name of the user or group account to add to the SharePoint Groups selected



  8. Click "Run Now" to add the user to the selected groups







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