Thriving Business – Creating a Sharepoint Site for Client Collaboration
In this video, I’m going to show you the steps to create your own brand new Sharepoint site, ready for you to add content to collaborate with clients. The process outlined covers working with Sharepoint and Outlook, both using Microsoft 365 on the web.
Microsoft Sharepoint lets you create the foundation of an intranet site that you can use to add Microsoft 365 elements to (like Planner, OneDrive, Forms and documents) so that you can collaborate with your client in a secure and professional way.
I share how to create the Sharepoint site, and then add your client as a guest to your site in Outlook on the web.
Being able to create a secure intranet site for each of your clients is an excellent way to compartmentalise your client work, and give your client direct access to your shared content, without any security or privacy issues. It also looks incredibly professional!
Are you looking to work smarter? A Microsoft 365 Business subscription gives you access to over 14 apps that all talk to each other, and let you streamline the way you work. You can compare the plans available via this link: https://click.linksynergy.com/fs-bin/...
TIMESTAMPS:
00:00 Introduction
00:39 Creating an Sharepoint Site
03:16 Editing your Sharepoint Site
05:45 Inviting others to your Sharepoint Group
09:10 Summary
ABOUT ME
I’m Marianne Tansley, a Microsoft 365 Online Business Manager (OBM) and passionate problem solver! I
I love helping business owners like you get more bang for your buck out of your Microsoft 365 business subscription, so that you can focus on what you do best. It’s about saving time and energy, and making sure that your business processes fit with who you are, what you do, and how you work!
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DISCLAIMER
Links included in this description may be affiliate links. If you purchase a product or service using my link I will receive a small bonus or commission at no cost to you. I value integrity and won’t recommend anything I don't believe in. Everything shared on Thrive’s YouTube channel or on the website is created as a guide to help you with your business. It is not formal advice, and should not be treated as such. You must not rely on the information provided in Thrive’s videos or on our website as an alternative to legal, financial or business advice from an appropriately qualified professional. While I endeavour to ensure that the information in this video is correct, I do not guarantee its completeness or accuracy. The information and activities in this video rely on your ideas, decisions and actions in order to achieve your desired results. Therefore, I do not guarantee that following the guidance in this video will lead to any particular outcome or result. For full terms and conditions visit this page: www.thriveadmin.com/terms