Hi all,
Sharepoint Newbie here. Using it with a new role in work for the first time. Hoping someone can point me in the right direction of a tutorial, or has the time and experience to help me with a direct explanation...?
Currently I am working in Excel with a large matrix. The idea is that we have a list of system roles across the columns, and a list of Users down the row. We have to manually place an x at the intersection of a Role and User to signal that a user should be given access to a role. We then run a Macro report which gives us a slightly more user friendly version of this in which we can manipulate the data. The report also pulls from other tables to include Role descriptions, and user data (name, physical location, email, etc)
I need to make this whole process more user friendly. A form is needed on sharepoint, where I can do a number of things: 1. Select a user (or multiple users) from a list (the list possibly grouped into physical locations, or select the physical location first and then this will narrow down the list of possible users) 2. Select a number of Roles to be assigned to the user. 3. Select and/or input a security variant for this particular user/role combination. 4. Create a report which can be manipulated to show all the roles a user has, and all the users who have a particular role.
This seems like a MASSIVE undertaking, considering I don't have any Sharepoint experience. Where do I even start? How would I go about it?