Microsoft 365 SharePoint Site Set Up  

Also known as SharePoint Online 

Basic Features  

Below are the features that are presented to you in the large tiles that you will see in your new Microsoft 365 SharePoint site. You can remove the tiles after you have finished setting up your site or if you know how to access the features in the site settings already. You can also use the site as is but will at least need to manage the users before sending out the URL to your site. 

Accessing the Microsoft 365 Site  

When you are added to the Microsoft 365 site, you will receive an email invitation with a link to the site. All emails sent from Microsoft 365 are sent to your Atlas email address. If you are having trouble logging in try these 2 things: 1) Try using your old password if you have changed it recently 2) Log into Atlas, then click on the Email and Office 365 link and go to Atlas email, then click on Sites in the top navigation. You should see a list of links to sites in which you are a member.  

Important Note: The Microsoft 365 tools will use Atlas email to communicate with users. Most Valencia users have their Atlas email forwarded to their Exchange/Outlook email. However, if you have an issue where someone was not notified, you can ask them to check their email.  

User Management 

Location: Share > Advanced OR Gear Icon > Site Settings > People and Groups From here you can edit groups and users that access your site. There are 3 groups already set up in all SharePoint sites to get you started. These are Owners, Members, and Visitors. By default, Owners have full access, Members have edit access (add/delete lists AND read/write in lists), and Visitors have only read access. Edit access is one level up from Contribute access which was the default in SharePoint 2010. You will need to adjust this if you choose to change it. This can be done in the Site Permissions link under the Users and Permissions section in Site Settings.  

Sub-Sites, Site Pages, and Navigation 

Sub-sites and pages can be added easily by using the large starter buttons on the home page. Once these buttons have been removed you can access the same functions by clicking the gear icon at the top right of page. There are buttons there for what you may need but if not then look in site settings.  

Pages can be edited by using edit button at top right of screen. From here you can change the content on the page and add web parts as needed.  

Navigation is always on the top in the default site layout. Links can be edited by using edit links button near each navigation section. Links can be added to the left side by changing the look and choosing the “Seattle” site layout. Site Settings > Change the look > Choose the “Grey” color scheme if you want to keep the current colors > Site layout is on the left.  

Styles  

Colors, layout, and fonts can be modified with a limited menu of preset choices. Branding This is where you change the site title and description. You can also upload a logo and change the URL of your sub-site. The Valencia logo has been uploaded already for your convenience.  

Shared Documents 

You can add another document library or other apps available such as custom lists, calendars, and tasks. 

Notebook (OneNote) 

There is an OneNote notebook available by default. You can add more if you need. 

Optional Features 

Below are additional features that come with SharePoint that are optional. Choose the tools that will help your team accomplish their goals.  

Site Features 

These are tools that can be added to your site to make the site work for your team. There are many different types of apps in here so be sure to take a look. Examples include Announcement Tiles, Mobile Browser View, and Project Workflows.  

Usage Reports (Popularity Trends) 

This report shows historical usage information about the site, such as the number of views and unique users. Use this report to identify usage trends and to determine times of high and low activity. Site Settings > Site Administration > Popularity Trends