——————————— Update to Post ————————————
Note: SharePoint has been updated since this blog was posted! This means that the instructions provided through these links may not apply to the latest version. The same general ideas and concepts still apply, but specific instructions have changed. To learn more about using the most up-to-date version of SharePoint, visit our latest SharePoint Blogs, and check back soon, because we have more How-To’s, Guides, and Articles on the way!
SharePoint Online Guide: How to make a Team Site
Before we dive in, I’ll quickly note that this guide is designed for users with Enterprise plans (E1-4 or K1-2) who have administrative rights. If you are on a P1 plan (small businesses and professionals) then this guide will be wildly inapplicable and I’d suggest you look elsewhere.
Lets start with the absolute basics:
Go to http://portal.microsoftonline.com and log into the Office 365 Portal. You should see the below screen. Click “Manage” under SharePoint Online.
**If you don’t see this, you are not an admin, ask your admin for administrative rights before proceeding**
This brings you to the SharePoint Administration Center page. Before you can do anything, you’ll want to allocate space for your new site. Click ‘manage site collection’.
Once you are on the site collections screen, you want to click ‘New’ and then select ‘Private Site Collection’, this will prompt you to enter the details of the site you wish to create.
As you can see below, with SharePoint Online you can have multiple site collections for a variety of purposes. This could include multiple business units, vendors, or projects within your organization.
On the following page you’ll fill out the details of the site collection you which to create. This will include its name, url, manager, and allocation of server space.
After finishing this process you may need to wait a moment for your site collection to complete provisioning. After it is ready, copy the URL to your browser navigation bar and head off to that new site collection you just created.
Now you will find yourself at a welcome page. By default the site will have a navigation bar on the left with: ‘Libraries’ for storing documents, ‘Lists’ for company calendering and tasks, and ‘Discussions’ within your team. In the middle of the page there will be a shared documents zone by default.
Lets try a simple task such as adding a new page to your team site:
Go to the top left and click the ‘site actions’ button, from here you will click ‘New Page’ if you want to work from a blank slate (OR) click ‘New Site’ if you would like to work from a preset template for a given type of site.
For our purposes, we will be working from a template, so click ‘New Site’.
For the purposes of this demo lets assume we want to have a contacts database for all our vendor relationships. You would then click ‘Contacts Web Database’. It will ask for a Title for the page and a URL extension for the page. After you are done, click ‘create’. Allow SharePoint time to provision for the new site.
You’ll now find yourself at a getting started page. This will have tips and tricks for how to use this particular template more effectively.
If you click ‘DataSheet’ you can start adding Vendors, such as the example below. You can also go to and ‘Address Book’ for more details and notes on the Vendor, or pull reports from the ‘Report Center’ tab.
Now you can go ahead and start adding info: Alter the template, add new tabs for ‘customers’ or ‘investors’, there are a multitude of other changes you can make. I’ll follow up soon with a blog on all that jazz, but for now you have your site created, feel free to play.
An important note to make is that this template uses Access Services in its functionality. This is only available under the E3 plan and will need to be turned on for the site collection before everything will function as fully intended.
In general if it seems like something is broken, it is more likely a permissions issue. So start looking for your fix there.
Return to Office 365 Consulting Homepage