2 - Create 'QorusDocs' Group in SPO Term Store

Target Audience: SharePoint Admins

QorusDocs uses the SharePoint Term Store to manage metadata and taxonomy. This guide walks through creating a dedicated "QorusDocs" group under Site-level Term Groups, and giving your Content Team the access they need to manage terms and term sets within it.

Creating the QorusDocs Group

1. In the SharePoint Admin Center, go to Content services > Term Store. Make sure you're logged in with an account that has permission to manage the Term Store. 

    

2. Under Site-level Term Groups, select New Group and name it "QorusDocs." 

    

3. Assign your Content Team as Group Manager for this new group. This is what allows them to create and manage the terms and term sets QorusDocs relies on.

    

4. Review the group settings, then save.

Testing Access

Confirm the Content Team can actually use what's been set up. Have a team member (or simulate their access) try to create a term set under the new "QorusDocs" group in Site-level Term Groups.

If they run into permission issues, revisit the Group Manager assignment above and retest.

Confirming Setup

Once a Content Team member has successfully created a term set under the QorusDocs group, let your QorusDocs Product Specialist know that:

• The Term Store group has been created under Site-level Term Groups
• Permissions are set
• The Content Team has verified they can add term sets

This confirms the team is fully equipped to manage terms and get the most out of QorusDocs.

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