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SharePoint Online for Site Users and Site Administrators

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SharePoint Online for Site Owners and Site Administrators training course teaches attendees the ins and outs of creating, using, and managing sites and site content in a SharePoint Online environment.


All students will learn how to:

  • Manage and configure site collections and the sites that they contain
  • Use lists and document libraries
  • Design lists and document libraries using advanced techniques
  • Use Apps included in SharePoint Online
  • Configure security in a SharePoint site collection by creating security groups and managing site membership
  • Configure permissions to provide authorized access to sites, lists, and document libraries
  • Work with advanced SharePoint Online features such as publishing, search, workflows, and Flows
  • Work with publishing sites, pages, and Changing the Look of a Site
  • Configure SharePoint search settings provided by SharePoint Online

Guide to the Modern experience in SharePoint 

The Modern experience in SharePoint is designed to be compelling, flexible and more performant. The modern experience makes it easier for anyone to create beautiful, dynamic sites and pages that are mobile-ready. But what are the differences between the classic and modern experiences, and how do you go about creating a modern experience for your organization? This guide is a starting point to help you learn about the modern experience and how you can begin to take advantage of it.

Information architecture and hub sites

Classic SharePoint architecture is typically built using a hierarchical system of site collections and sub-sites, with inherited navigation, permissions, and site designs. Once built, this structure can be inflexible and difficult to maintain. In the modern SharePoint experience, every site is a site collection and all can be associated with a hub site which is a flat structure of sites that share navigation, branding, and other elements. This type of structure is far more flexible and adaptive to the changing needs of your organization. Learn about how to plan for Hub sites.

The most effective SharePoint sites (and web sites in general) help visitors find what they need quickly so that they can use the information they find to make decisions, learn about what is going on, access the tools they need, or engage with colleagues to help solve a problem. The fundamental principles and good practices for site and page navigation are equally applicable to both classic and modern SharePoint architectures. However, your options for implementing navigation differs based on the framework for your sites and intranet. For example, the “inherited” navigation experiences available in classic SharePoint site hierarchies (sites with subsites) are not available in the modern experience, but hub sites provide a great way to achieve the cross-site navigation features previously available in managed navigation and site hierarchies in classic SharePoint.  

No matter which framework you are using, you can use the guidance in Plan navigation in the modern experience to help make good decisions for navigation. 


In the classic SharePoint experience, there are a set of default themes and site designs that can require a considerable amount of customization to get them to match your organization’s brand. Also, they aren’t very responsive, making the experience on different devices inconsistent. Most site branding requires the use of custom master pages or alternate CSS configurations. SharePoint includes an updated set of default site themes and site designs (or templates) that are responsive and look great on any device. With site themes, you can customize your site’s logo and colors to match your brand. Site designs provide specific layouts and other functionality for your site. Additional branding can be achieved using custom themes or site designs without worrying about something breaking when SharePoint is updated. Read Branding SharePoint sites in the modern experience to learn more about modern branding options.


If you’ve implemented publishing sites or publishing-enabled sites in your organization, you know how important it is to create attractive and performant pages to distribute communication to a large number of people. In the modern experience, Communication sites make it easy to create beautiful, dynamic, and performant sites and pages that are mobile-ready. There are differences from classic publishing, though, and things you’ll want to think about planning your move to the modern experience. Learn more in Moving from Publishing sites to Communication sites.

Search is an important part of any site – you want people to be able to find what they are looking for quickly and easily. SharePoint has both a classic and a modern search experience, where Microsoft search in SharePoint is the modern experience. The most visible difference is that the Microsoft search box is placed at the top of SharePoint, in the header bar. Another difference is that Microsoft search is personal. The results you see are different from what other people see, even when you search for the same words. You’ll see results before you start typing in the search box, based on your previous activity and trending content in Office 365, and the results update as you type. Learn more about the Microsoft search experience for users in Find what you need with Microsoft search. There are other differences, especially around customization. Read When to use which search experience to decide which experience your organization should use.

Sharing and permissions

SharePoint continues to provide both SharePoint groups as well as security groups maintained by Azure Active Directory. Office 365 also provides a third grouping option for SharePoint, Office 365 Groups. Office 365 Groups are similar to security groups, although Office 365 Groups include many additional benefits. Office 365 groups are provided a group email address as well as additional tools such as a group calendar, notebook, Planner, and a SharePoint Team site. Users assigned to an Office 365 Group may also be classified as either a group owner or a group member, in comparison to security groups where all group members have equal access under the group. Learn about the differences, benefits, and best practices for permissions and sharing in the modern experience in Sharing and permissions in the SharePoint modern experience.


  • Introduction

  • Overview of Site Administration

    • Anatomy of a SharePoint Site Collection
    • Site Templates available in SharePoint Online
    • Configuring Site Properties
    • Standard Features and Enterprise Features
  • Working with Lists and Document Libraries

    • Uploading Documents
    • Checking in and out Documents
    • How to use Versioning of Documents
    • Creating Metadata Columns
    • Creating Views
    • Creating Library Templates
  • Working with Apps

    • How to add an app to a Site
    • How to use commonly used apps such as:
      • Announcements
      • Tasks List
      • Issue Tracking List
      • Excel List
  • User Management and Permissions

    • Site Security Overview
    • Configuring Site Permissions
    • SharePoint Groups
    • Configuring Fine-grained Permissions
    • Security Best Practices
  • Designing Lists and Libraries

    • Customizing List Columns
    • Working with Site Columns
    • Working with Content Types (optional)
  • Designing Pages

    • Using a traditional Web Part Page
    • Using a Wiki Page
    • Using the New Site Page / Modern Page features
    • Publishing Features
    • Paget Layouts
    • Web Parts
    • Slide Show Capabilities
  • Changing the Look and Feel of a Site

    • Changing the Look of a Site
    • Site Branding
    • Using the New Site Looks
    • Changing Site Navigation
      • Quick Launch
      • Top Menus
  • Creating new Sites using SharePoint Online

    • Use the new Communication Site Template

    • Use the existing Team Site Template

    • Customizing Communication Sites

  • Conclusion


Before attending this course, students must have:

  • Have strong SharePoint end user skills
  • Good Microsoft Office skills, including Word, Excel, PowerPoint and Outlook.


  • SharePoint Site Owners
  • SharePoint Power Users
  • SharePoint Site Collection Administrators
  • SharePoint Administrators and Developers

2 Days Course

Class Dates

Request a Date or a Private Class below.

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