SHAREPOINT "MEMBER" ROLE AND SKILLS

SharePoint Mentor Curated Articles

SharePoint Online users placed in a Members group with the Contribute permission level, focus is on working with content rather than administering the site.

One important distinction: Members does not automatically mean Contribute. Permission levels are assigned to groups, and the configuration can vary. Microsoft documentation also shows that some default team-site Members groups use Edit, which provides broader capabilities than Contribute. [learn.microsoft.com]

SharePoint Online Member Skills Matrix

Members with Contribute Permissions

1. Site-Level Skills

  • At the site level, Members should primarily know how to find, consume, and contribute content, rather than configure the site.

Core skills

  • Navigate the SharePoint site using site navigation.
  • Understand the purpose of the site's Home page.
  • Navigate between pages, lists, and document libraries.
  • Use SharePoint search to locate information.
  • Recognize the difference between a page, list, library, folder, document, and list item.
  • Use links and navigation elements provided by the Site Owner.
  • Understand where important site information is located.
  • Follow established naming, metadata, and content-management practices.
  • Understand the difference between Owners, Members, and Visitors.
  • Recognize when something is unavailable because of permissions.
  • Know when a request should be escalated to a Site Owner.

Permissions awareness

  • Members should understand that permissions can exist at different scopes. Sites, lists, libraries, folders, documents, and list items can inherit permissions, while owners can configure unique permissions where appropriate. [support.mi...rosoft.com], [learn.microsoft.com]

Recommended proficiency

A Member should be able to say:

"I can navigate the site, find the information I need, contribute content where I have access, and recognize when I need help from a Site Owner."

2. Page-Level Skills

This area requires an important qualifier.

With standard Contribute permissions, page authoring should not automatically be considered a Member capability. Microsoft distinguishes changing site content from changing the site itself, and actual page-editing ability depends on the permissions granted to that user and the Site Pages library. [learn.microsoft.com], [support.mi...rosoft.com]

Therefore, divide page training into two categories.

All Contribute Members should know

  • Navigate between SharePoint pages.
  • Recognize a site page versus a News post.
  • Read and consume information presented through web parts.
  • Follow links provided on pages.
  • Use page content to navigate to documents, lists, resources, and other locations.
  • Understand that pages may be maintained by Site Owners or designated page authors.
  • Know whom to contact when page information needs to be corrected.

If Members have additionally been authorized to edit pages

Then train them to:

  • Create a new page.
  • Edit an existing page.
  • Add and remove sections.
  • Select section layouts.
  • Add, move, and remove web parts.
  • Configure basic web-part properties.
  • Add text, images, links, documents, and other content.
  • Save pages as drafts.
  • Preview changes.
  • Publish or republish pages when authorized.
  • Create News posts where permitted.
  • Follow organizational page-design standards.
  • Keep page content accessible and readable.
  • Avoid making structural or navigation changes outside their responsibilities.

Governance recommendation: treat Page Author as a separate capability from ordinary Contribute membership when you want tighter control over the site's presentation.


3. List-Level Skills

Lists are an important competency area for Contribute Members. Microsoft documentation indicates that Contribute can include viewing, adding, updating, and deleting list items while not providing the broader list-management capabilities associated with higher permission levels. [learn.microsoft.com]

Basic list skills

Members should know how to:

  • Open and navigate a SharePoint list.
  • Understand rows/items and columns/fields.
  • Create a new list item.
  • Enter information into the appropriate fields.
  • Edit an existing list item.
  • Delete a list item when appropriate.
  • Open an item to review its details.
  • Understand required versus optional fields.
  • Work with common column types such as:
    • Text
    • Choice
    • Date
    • Number
    • Yes/No
    • Person
    • Lookup or other configured fields
  • Understand why metadata matters.
  • Correct inaccurate metadata on items they are permitted to edit.

Working with list information

Members should also understand how to:

  • Sort list information.
  • Filter information.
  • Search within available list content.
  • Work with views made available to them.
  • Recognize when a view has filtered out information.
  • Use grouping where available.
  • Export or work with list information through available supported features when permitted.
  • Recognize attachments associated with list items.
  • Follow business rules established for the list.

Governance awareness

Members should understand: "I manage the information inside the list. I don't necessarily manage the list itself." That distinction is particularly important because broader permissions can provide structural control that Contribute does not. [learn.microsoft.com]


4. Document Library-Level Skills

This should generally receive the largest amount of Member training, because document collaboration is one of the most common SharePoint activities.

Contribute permissions support working with documents and other library content, while permissions can also vary at the library, folder, or individual document level. [support.mi...rosoft.com], [learn.microsoft.com]

Document skills

Members should know how to:

  • Navigate a document library.
  • Open documents.
  • Upload documents.
  • Upload multiple documents when the interface permits.
  • Create new documents using available commands/templates.
  • Edit documents.
  • Rename documents.
  • Delete documents when appropriate.
  • Restore accidentally deleted content through the appropriate recovery process when available to them.
  • Understand the difference between opening and editing a document.

Folder skills

Members should know how to:

  • Navigate folders.
  • Create folders when the library's configuration permits it.
  • Upload documents into the correct folder.
  • Move or copy content using available commands and according to organizational policy.
  • Avoid unnecessarily deep folder structures.
  • Understand when metadata should be used instead of additional folders.

Metadata skills

Members should be comfortable with:

  • Viewing document properties.
  • Editing document properties.
  • Entering required metadata.
  • Selecting appropriate metadata values.
  • Understanding required columns.
  • Understanding why consistent metadata improves organization and retrieval.

Views and finding information

Members should know how to:

  • Sort documents.
  • Filter documents.
  • Search for documents.
  • Use existing library views.
  • Recognize active filters.
  • Switch between available views.
  • Use columns to locate and organize documents.

Collaboration skills

Members should understand how to:

  • Edit Office documents stored in SharePoint.

  • Collaborate on shared documents where enabled.

  • Recognize when another person is working on the same document.

  • Understand version history conceptually.

  • Avoid creating unnecessary duplicates such as:

    Proposal-Final.docx
    Proposal-Final-v2.docx
    Proposal-Final-REAL-FINAL.docx

Instead, users should rely on the library's configured collaboration and version-management approach.

5. Permissions and Security Awareness

Members do not need to become SharePoint permission administrators, but they should understand the consequences of access and sharing.

Train Members to understand:

  • Their access is determined by the permissions assigned to them.
  • Permissions can differ among sites and content.
  • Lists and libraries normally inherit permissions from their site.
  • Items and documents normally inherit permissions from their parent list or library.
  • Unique permissions can change who has access to particular content. [support.mi...rosoft.com], [learn.microsoft.com]
  • Not seeing something does not necessarily mean that it does not exist.
  • Sensitive information should not be shared simply because SharePoint provides a sharing option.
  • Permission-management questions should normally be referred to the Site Owner or administrator.

Recommended Training Priorities

Consider organizing Member level curriculum into three proficiency levels:

Level 1: Essential Member

  • Every Member should know: Navigate → Search → Open → Upload → Create → Edit → Save → Organize → Delete appropriately

Level 2: Productive Member

  • Members progress to: Metadata → Views → Filtering → Sorting → Collaboration → Version awareness → Content organization

Level 3: Advanced Contributor

  • Selected Members can learn: Page authoring → Web parts → News publishing → More advanced list/library functionality

Simple Role Boundary

  • Visitors consume content.
    Members contribute and maintain content.
    Owners configure, govern, and secure the site.

For a Contribute Member consider putting roughly 80% of the training emphasis on Lists, Libraries, search/navigation, metadata, content quality, and collaboration, with page authoring handled as an additional responsibility rather than assumed from membership. Member Contribute can be a useful governance choice: it allows people to work with list items and documents without automatically giving them broader structural control. [learn.microsoft.com]