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Microsoft 365 Sharing and Permissions Workflow Cards
Microsoft 365 Sharing and Permissions Workflow Cards
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Most teams share files incorrectly in Microsoft 365 because they've never been taught the difference between "Share" and "Copy Link"—or when to use view-only access versus edit permissions. These workflow cards solve that problem.
Microsoft 365 Sharing and Permissions Workflow Cards
Microsoft 365 Sharing & Permissions Workflow Cards give your team step-by-step guidance for sharing files securely across OneDrive, SharePoint, and Teams. With 30 visual, easy-to-follow workflows, these cards simplify external sharing, permission levels, expiration dates, access requests, and security best practices—so everyone knows the right way to share without exposing confidential files.
What![]()
's Inside
30 beautifully designed workflow cards covering every sharing and permissions scenario your team faces daily:
- Sharing files with external users securely
- Managing permission levels (view, edit, full control)
- Setting expiration dates and passwords
- evoking access when needed
- Understanding "Specific people" vs "Anyone with the link"
- Sharing in Teams chats and channels
- Requesting and approving access
- OneDrive vs SharePoint sharing decisions
- And 22 more essential sharing workflows
Each Card Includes
- Visual diagram showing the process flow
- Step-by-step instructions with exact clicks
- Category-based color coding for easy sorting
Part of the Microsoft 365 Workflow Card Collection
✅ Collaboration Deck (available now)
✅ Sharing & Permissions Deck (available now)
✅ Copilot & AI Deck (available now)
Coming Week 3: Organisation & Metadata Deck
Coming Week 4: Teams & Meetings Deck
Coming Week 5: Document Lifecycle Deck
Coming Week 6: Productivity & Workflows Deck
Coming Week 7: Navigation & Access Deck
Perfect For
- End users who need quick reference guides
- Managers training their teams
- IT departments rolling out Microsoft 365
- Anyone tired of searching for "how do I..." answers
What's Included
- 30 high-resolution workflow cards (PNG format, 300 DPI)
- Front side: Visual workflow diagram
- Back side: Step-by-step instructions
- Bonus: Quick Reference Sheet (1-page summary)
- Bonus: How to Use Your Cards guide (PDF)
