How to set up Microsoft 365 SharePoint

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Environment: cloud
• 2 minutes to read
 • 2 minutes to read

The set-up of the SharePoint site and document libraries is quite flexible, but we recommend to create a separate SharePoint site for your SuperOffice documents, and 2 document libraries: one for documents and a separate document library for templates.

Step 1 - Create a SharePoint site in your Microsoft 365 SharePoint

Note

If you plan to use Visible for (confidentiality), we recommend to set up the SharePoint site with a Microsoft 365 "service user", to avoid normal users (personal) / SuperOffice users do not have owner-rights.

See the reference of permissions in SharePoint​ for more information.

  1. Go to SharePoint.
  2. Follow the instructions in Microsoft Learn on how to create a site in SharePoint.
  3. Choose Team site as the type of site you would like to create.
  4. If you plan to use Visible for, you should use Private for privacy settings.

Step 2 - Create library for documents in SharePoint site

  1. Open the site you created in step 1.

    SharePoint Recent list -screenshot

  2. Click New and select Document library.

    SharePoint New document library -screenshot

  3. Type a name for the new document library for your SuperOffice documents. We recommend SuperOffice Documents.

    SharePoint Create document library, SuperOffice Documents -screenshot

  4. Click Create.

Step 3 - Create library for templates in SharePoint site

  1. Open the site you created in step 1.

  2. Click New and select Document library.

  3. Type a name for the new document library for SuperOffice templates. We recommend SuperOffice Templates.

    SharePoint Create document library, SuperOffice Templates -screenshot

  4. Click Create.