This is an open-source article with the community providing support for it. For official Microsoft content, see Microsoft 365 documentation.
The purpose of this guide is to help document the initial setup of a site and provide resources for next steps and ongoing support. Consider this a starting checklist, which you may well adapt for your own purposes.
Checklist
[ ] Site build
[ ] Site information
[ ] Site Ownership
[ ] Site permissions
[ ] Site features
[ ] Document libraries
[ ] Lists
[ ] Apps
[ ] Site owner training
[ ] Site user training
[ ] Site support
[ ] Next steps
Site build
Site information
Title:
URL:
Type (Communication/Team):
Group enabled (Yes/No):
Teams enabled (Yes/No):
Description:
Hub site (Yes/No):
Joined to Hub site (Yes/No):
Hub Site name:
Site Ownership
Content Owner 1:
Content Owner 2:
Technical Owner:
Site permissions
Role
Permission level
Users
Owners
Full control
Members
Edit
Visitors
Read
New entry
Permission level
Users
Custom permission levels
Name
Description
New entry
Description
Custom Groups
Name
Description
New entry
Description
Site access request settings
Members allowed to share the site, files and folders (Yes/No):
Members allowed to invite others to site members group (Yes/No):
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