Here are the steps to check for creating a new document library and permission group for that library if creating within a singular Sharepoint Site (like Bienestar’s):

  • Sign into MS365 Sharepoint Admin for Cusomter
  • Go to Sharepoint Site
  • If you need a whole new document library, Under “Site Contents” click “New > Document Library” and name accordingly.
  • Go back to home once made.
  • Then in the document libraries at the top of the site (or on the side if layout is different), there’s a page called “Permission Groups”. Click into that, and create a new group for the document library.
  • Add whatever users are needed and change permissions
  • Save the group, and back out of the Permissions Group page.
  • Go to the new document library you created, and then this is where I get fuzzy so verify this is the case: at the top right, click “Site Access” within the document library you need to apply that permissions group to, search for the permissions group, and add them to that site.
  • I don’t know if you have to, but may need to click “SYNC” from there to apply the new document library to the relevant users’ OneDrives.
  • Please update the KB article in Atera with any steps you find to be different.

Andrae