Below is a progressive listing of skills for SharePoint Online, structured by role. Each role builds on the skills from the previous ones, starting from a new end user and culminating in a qualified SharePoint Online Admin.
This progression assumes a SharePoint Online user gains experience and training over time, potentially through Microsoft 365 learning resources, hands-on practice, and certifications. SharePoint Online skills are cumulative, meaning higher roles incorporate and expand on lower-level competencies.
1. New End User (Beginner Level)
This role focuses on basic usage for everyday collaboration and content access. No administrative privileges required.
- Access and navigate SharePoint sites, including team sites and communication sites.
- View, open, edit, and save documents in document libraries using online editors like Word Online or Excel Online.
- Upload, download, and organize files and folders within libraries.
- Search for content using basic search features and filters.
- Share files and folders with internal or external users via links, with basic understanding of sharing options.
- Sync SharePoint libraries to a local computer using OneDrive for offline access.
- Follow and unfollow sites or documents for quick access in the SharePoint home page.
- Use basic collaboration features, such as commenting on documents or co-authoring in real-time.
2. Intermediate End User
Building on beginner skills, this level involves content organization and simple customization for personal or team productivity.
- Create and manage simple lists (e.g., task lists, issue trackers) and add items.
- Add columns (metadata) to lists and libraries for better organization, such as custom fields for categories or dates.
- Create and modify views in lists and libraries to filter, sort, and group data.
- Set up alerts and notifications for changes to documents or lists.
- Use version history to track changes, restore previous versions, and enable check-in/check-out for document control.
- Apply basic formatting to pages, like adding text, images, or links.
- Integrate SharePoint with other Microsoft 365 apps, such as posting news or embedding content in Teams channels.
- Understand and apply basic content approval processes for moderated libraries.
3. Advanced End User / Site Owner
This role involves site-level management and customization, often for team leads or department owners with site owner permissions.
- Create new team or communication sites and configure basic site settings (e.g., themes, headers, footers).
- Customize site pages using web parts (e.g., document libraries, image galleries, news feeds).
- Manage site navigation, including quick links, menus, and hub site associations for better user experience.
- Configure and manage permissions at the site, library, or item level, including creating custom groups and breaking inheritance.
- Define content types and site columns for standardized data management across sites.
- Use Power Apps to create custom forms for lists and libraries.
- Build basic automated workflows using Power Automate (e.g., approval flows, notifications based on triggers).
- Monitor site activity with basic analytics and reports on usage.
4. Junior SharePoint Administrator (Entry-Level Admin, 0-2 Years Experience)
Transitioning to administration, this role handles routine operational tasks under supervision, requiring foundational IT knowledge and basic scripting.
- Provision user access, including adding/removing users and assigning roles via SharePoint groups or Microsoft 365 groups.
- Create and delete sites, manage site collections, and handle basic storage quotas.
- Perform basic troubleshooting for common issues like access errors or sync problems.
- Use basic PowerShell scripting for simple automation, such as reporting or user management.
- Document administrative procedures and maintain knowledge bases for user support.
- Implement basic backup and restore using Recycle Bin and version history.
- Assist with user training on end-user features and adoption best practices.
- Monitor basic usage reports and alerts for anomalies.
5. SharePoint Administrator (Mid-Level, 2-5 Years Experience)
This role manages daily operations, security, and integrations in larger environments, with deeper technical expertise.
- Manage site collections comprehensively, including structuring subsites, applying templates, and optimizing navigation.
- Configure advanced permissions, access controls, and external sharing policies, integrating with Azure Active Directory for conditional access.
- Set up and manage document libraries and lists with advanced features like metadata navigation, retention policies, and content approval.
- Automate workflows extensively with Power Automate, integrating with Teams, Outlook, OneDrive, and Power BI.
- Customize and brand sites using themes, site templates, hub sites, and modern web parts.
- Monitor performance, usage, and health via the SharePoint Admin Center, including activity reports and diagnostics.
- Handle backups, restores, data retention, and compliance using Microsoft Purview tools like labels and policies.
- Support hybrid environments if applicable, configuring search and identity sync with Azure AD Connect.
- Provide user support, conduct training sessions, and drive adoption through feedback and champion programs.
6. Qualified SharePoint Online Admin (Senior/Certified Level, 5+ Years Experience)
This advanced role involves strategic governance, optimization, and leadership, often requiring certifications like Microsoft Certified: Microsoft 365 Enterprise Administrator Expert or similar. It represents a "qualified" admin with proven expertise in large-scale, compliant environments.
- Design SharePoint architecture for scalability, including capacity planning, disaster recovery, and enterprise governance policies.
- Use advanced PowerShell, PnP PowerShell, and SharePoint Framework for custom solutions, scripting, and extensions.
- Implement security best practices, including Data Loss Prevention (DLP), sensitivity labels, eDiscovery, and audits.
- Integrate SharePoint deeply with Microsoft Power Platform (Power Apps, Power Automate, Power BI) and Azure services for custom apps and AI features (e.g., SharePoint Syntex).
- Manage change, collaborate with stakeholders on business requirements, and align SharePoint with organizational compliance (e.g., GDPR, HIPAA).
- Lead migrations, upgrades, and hybrid/cloud integrations, ensuring seamless user experience.
- Generate executive reports, optimize performance bottlenecks, and mentor junior admins.
- Stay updated with Microsoft updates, pursue continuous learning, and handle soft skills like communication, problem-solving, and project management for stakeholder engagement.