Target Audience: SharePoint Admins
Objective:
This article guides SharePoint Admins through the process of creating a new "QorusDocs" group under
Site-level Term Groups in the SharePoint Online (SPO) Term Store and assigning "Group Manager" access to the Content Team. This setup is essential to ensure that the team using QorusDocs can manage and organize the necessary terms and term sets within the Term Store for effective usage of the tool.
Steps to Complete
1. Access the SharePoint Online Term Store:
- Navigate to Term Store Management: Go to the SharePoint Admin Center and select "Term Store" under the "Content services" section.
- Log in: Ensure you are logged in with an account that has sufficient permissions to manage the Term Store.
2. Create the QorusDocs Group under Site-Level Term Groups:
- Add a New Group: In the Term Store Management tool, ensure you are within the Site-level Term Groups section before selecting "New Group."
- Name the Group: Enter "QorusDocs" as the group name.
3. Assign Group Manager:
- Add the Content Team as Group Manager: Assign the Content Team as "Group Manager." This step is important to ensure that the team responsible for using QorusDocs can manage the terms and term sets necessary for their work.
4. Verify and Save:
- Review Settings: Double-check that the "QorusDocs" group under the Site-level Term Groups section is correctly configured.
- Save Changes: Click "Save" to apply the changes.
5. Test Content Team Access:
- Test Term Set Creation: Ensure that a member of the Content Team can successfully create a term set under the "QorusDocs" group in the Site-level Term Groups section.
- Resolve Any Issues: If the Content Team encounters any issues with permissions, adjust the settings and retest.
6. Notify the Onboarding Team:
- Confirmation: Inform the QorusDocs Onboarding Consultant that the Term Store group under Site-level Term Groups has been created, permissions are set, and the Content Team has verified access to add term sets. This ensures the team using QorusDocs is fully equipped to manage their terms and optimize their use of the tool.
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