Wednesday, August 18, 2010

Hiding Edit in Datasheet, Export to Spreadsheet and Open with Access Menu Items

To hide the Edit in Datasheet, Export to Spreadsheet and Open with Access menu items. Create a custom Permission Level using the directions found here.

When specifying the permissions for the custom Permission Level make sure Use Client Integration Features is unchecked, this will prevent users from launching client applications which includes Access embedded in the datasheet, as well as the external applications. Unchecking Use Remote Interfaces is probably a safe bet as well.

Creating Custom Permission Levels

Frustrated by the limit of existing Permission Levels within SharePoint (Full Control, Design, Approve, Contribute, Read, etc.) I finally discovered how to create my own. These are created at the Site level like this:
  1. Site Actions > Site Settings > Advanced Permissions
  2. Settings > Permission Levels
  3. Add a Permission Level
  4. Enter a Name and a Description
  5. Select permissions from the beautiful buffet of security settings are available
  6. Click Create
At this point the new Permission Level is available when assigning permissions to a user or group!