SharePoint (Modern Sites) - The manager role Tutorial

In this video, you will learn about the role of managers in the adoption of Microsoft 365. The video discusses the importance of managers in promoting and facilitating the use of collaborative tools and new ways of working.
It explores how managers can successfully navigate digital transformation and highlights the key benefits of Microsoft 365. This training will help you understand the significance of managers in driving adoption and provide insights on how to support and guide them in this process.
By the end of the video, you will have a clear understanding of the manager's role in the adoption of Microsoft 365 and how to leverage their influence to achieve successful implementation.
This knowledge will enable you to effectively promote and support the use of Microsoft 365 within your organization.

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Objectifs :

Understand the role of a site collection manager, including site ownership, content management, and settings configuration in SharePoint.


Chapitres :

  1. Introduction to Site Collection Management
    In this tutorial, we will explore the fundamental concepts of site collection management in SharePoint. We will clarify the distinction between site collection owners and administrators, and outline the responsibilities of a site collection owner.
  2. Understanding Site Collections
    A site collection is not created by its owner; rather, it is established by an administrator. The administrator assigns ownership to one or multiple users. A site collection consists of a top-level site and any subsites created by the owner. The owner’s primary responsibility is to manage the top-level site, which serves as the umbrella for all subsites.
  3. Content Management
    The owner is tasked with managing the content of the site and its settings. Administrators can add various applications, such as document libraries and personalized lists, to enhance content management. They also have the authority to delete default links or applications, such as calendars, and can remove sites or subsites if necessary.
  4. Restoration and Page Management
    If a site or subsite is deleted by mistake, the administrator can restore it within 30 days of deletion. By default, a site includes two pages: the home page and an additional page. Administrators can also create new subsites as needed.
  5. Visual Customization
    Administrators can modify the visual aspects of their SharePoint site by changing themes, fonts, columns, and the size of various components. This customization helps in creating a visually appealing and user-friendly environment.
  6. Settings Configuration
    In terms of settings, administrators can activate or deactivate specific functionalities, such as adjusting language or regional settings. They can also set a site as a model for future reference.
  7. Managing Access Rights
    A crucial responsibility of the site collection owner is to manage access rights for the different sites created. Future tutorials will cover how to create various groups and authorization levels, ensuring that user rights are appropriately assigned. For instance, external users may be granted view-only access, while company members can be authorized to add content.

FAQ :

What is the role of an owner in a site collection?

The owner is responsible for managing the top-level site and its subsites, including content management, site settings, and access rights.

Who creates a site collection?

A site collection is created by an admin, who also assigns ownership to one or more users.

Can an admin restore a deleted site or subsite?

Yes, an admin can restore a deleted site or subsite within 30 days of deletion.

What types of content can an admin manage?

An admin can manage various types of content, including document libraries, image libraries, and personalized lists for tasks or contacts.

How can I change the appearance of my SharePoint site?

The appearance of a SharePoint site can be changed by modifying the theme, font, columns, and size of different components.

What are access rights and why are they important?

Access rights determine what actions users can perform on a site. They are important for maintaining security and ensuring that users have appropriate permissions.


Quelques cas d'usages :

Managing a Project Team Site

A project manager can use a site collection to create a dedicated project team site, where they can manage documents, assign tasks, and control access for team members and external stakeholders.

Creating a Knowledge Base

An admin can set up a site collection to serve as a knowledge base, organizing articles, FAQs, and resources for employees, while managing access rights to ensure sensitive information is protected.

Event Planning and Coordination

An event coordinator can utilize a site collection to manage event details, including schedules, guest lists, and resources, while allowing team members to contribute and edit content as needed.

Company Intranet Development

An admin can create a company intranet using a site collection, providing a centralized location for company news, policies, and resources, while managing user access to different sections based on roles.

Training and Onboarding Portal

A human resources manager can develop a training and onboarding portal within a site collection, where new employees can access training materials, schedules, and resources, with controlled access for different user groups.


Glossaire :

Site Collection

A site collection is a group of websites that share common features and settings, including permissions and templates. It consists of a top-level site and any subsites created under it.

Owner

In the context of a site collection, the owner is a user assigned to manage the top-level site and its subsites. They are responsible for content management and site settings.

Admin

The administrator is the user who creates the site collection and assigns ownership. They have the highest level of control over the site and its settings.

Subsite

A subsite is a site created under a top-level site within a site collection. It inherits settings and permissions from the parent site.

Content Management

The process of organizing, storing, and maintaining the content within a site, including documents, images, and lists.

Access Rights

Permissions assigned to users that determine what actions they can perform on a site or subsite, such as viewing, editing, or deleting content.

Theme

A set of design elements that define the visual appearance of a SharePoint site, including colors, fonts, and layout.

Regional Settings

Settings that determine the locale and format for dates, times, and numbers on a site, which can be adjusted by the admin.

Authorization Levels

Different levels of permissions that can be assigned to users or groups, allowing for customized access control within a site.

00:00:02
Welcome back. Before we go deeper into the
00:00:05
role of a manager for a site collection.
00:00:08
Let's check again some basic notions.
00:00:11
The owner of a site
00:00:12
collection did not create it.
00:00:14
This was done by the admin.
00:00:16
And the latter was the one who
00:00:18
said their own owners profile.
00:00:20
To one or many users.
00:00:23
A site collection groups a top level site
00:00:26
plus the sites created by the owner.
00:00:29
We will see in another tutorial that a
00:00:31
site can have subtypes subsites as well.
00:00:34
So the role of an owner in a site
00:00:37
collection is to set and manage the
00:00:40
top level site of their collection.
00:00:42
It is the umbrella site.
00:00:45
As well as all the subsites we can create.
00:00:49
Their main task is to manage the
00:00:51
content of the site and its settings.
00:00:54
Let's start with the content.
00:00:57
The admin will be able to add an app
00:01:00
such as document or image libraries.
00:01:03
Personalized lists so they can better
00:01:06
manage a contact list or tasks.
00:01:09
The admin will be also able to delete
00:01:13
access to links or apps set by default.
00:01:16
At sample, given a calendar.
00:01:19
They can also delete a site
00:01:21
or subsite if needed. However.
00:01:23
If it was deleted by mistake,
00:01:26
the admin and only them can restore
00:01:28
up to 30 days from the deletion date.
00:01:32
The admin can also add other pages to a site.
00:01:35
By default, a site has 2 pages,
00:01:37
the home and the home page.
00:01:40
Or again to create a subsite.
00:01:42
They can also modify the visuals of
00:01:45
their SharePoint site by changing the theme.
00:01:49
The font.
00:01:50
The columns.
00:01:51
Or the size of the different components
00:01:54
of such site.
00:01:56
When it comes to settings.
00:01:58
They will be able to activate or
00:02:01
deactivate certain functionalities.
00:02:03
Like adjusting the language
00:02:05
or regional settings.
00:02:06
They can set such site as a model
00:02:09
to be used as reference.
00:02:11
The main task will be to manage the access
00:02:14
rights to the different sites created.
00:02:17
We will see in further tutorials
00:02:19
that you can create different
00:02:20
groups and authorization levels,
00:02:22
so the rights of each user
00:02:24
can be properly set.
00:02:28
Some of these rights are,
00:02:30
for example to give only view
00:02:32
options to external users and
00:02:34
at the same time authorize the
00:02:36
company members to add content.

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