✅ Step-by-step: Build MyCompany SharePoint Internal Hub
Step 0 — Decide Names (use these)
- Hub site: MyCompany Central Hub
- Sites: Operations, IT & Systems, Sales & Marketing, Finance, Compliance & Legal, Events & CME
1️⃣ Create the Main Hub Site (Central Portal)
- Go to: Microsoft 365 → App Launcher (9 dots) → SharePoint
- Click: Create site
- Choose: Communication site
- Select a template: Blank (best) or Topic
- Site name: MyCompany Central Hub
- Click Finish
✅ This becomes your main landing page.
2️⃣ Register it as a Hub Site (Admin Step)
- Open: SharePoint Admin Center
1. Go to https://admin.microsoft.com
2. Select Admin centers → SharePoint
- Go to: Sites → Active sites
- Find and select: MyCompany Central Hub
- Click: Hub → Register as hub site
- Hub name: MyCompany Central Hub
- Save
✅ Now you can manage global navigation + consistent branding.
3️⃣ Create Department Sites (Communication Sites)
Repeat these steps for each department:
- In SharePoint home → Create site
- Choose: Communication site
- Name: MyCompany Operations
- Finish
Create these sites:
- MyCompany Operations
- MyCompany IT & Systems
- MyCompany Sales & Marketing
- MyCompany Finance
- MyCompany Compliance & Legal
- MyCompany Events & CME
4️⃣ Connect Each Site to the Hub (Very important)
For each department site:
- Open the department site
- Click: Settings (⚙️) → Site information
- Look for: Hub site association
- Select: MyCompany Central Hub
- Save
✅ Now all sites share the same top navigation style and theme.
5️⃣ Build the Top Menu (Hub Navigation)
- Open: MyCompany Central Hub
- At top menu, click: Edit
- Add links (one by one):
· Click ➕ Add link
4. ·
- Operations → link to Operations site
- IT & Systems → link to IT site
- Sales & Marketing → link to Sales site
- Finance → link to Finance site
- Compliance & Legal → link to Compliance site
- Events & CME → link to Events site
- Click: Save
✅ This gives you the “AIU-style” department navigation.
6️⃣ Create the Hub Home Page Layout
A) Add the Banner
- On hub home → click Edit
- Click + → add Hero Web Part
- Choose layout: Layered
- Add a banner image (brand/medical theme)
- Title: MyCompany Central Hub
- Subtitle: Internal Operations & Systems Portal
B) Add Quick Action Buttons (right side feel)
- Click + under the banner area
- Add Quick Links
- Layout: Buttons
- Add buttons:
- SOPs & Policies
- IT Support Request
- Finance Requests
- Compliance Docs
- CME & Events
- Publish the page
7️⃣ Create Document Libraries (Core of SharePoint)
Go to each department site and create libraries:
Operations site:
- SOPs & Policies
- Templates
- Reports
IT & Systems site:
- System Documentation
- Deployment Notes
- Change Requests (List, not library)
Finance site:
- Invoices
- Budgets
- Vendor Payments
Compliance site:
- Contracts
- Regulatory Docs
- Audit Records
Events & CME:
- Event Planning
- Post-Event Reports
- Marketing Assets
How to create a library:
- Go to the site → New → Document library
- Name it
- Create
8️⃣ Create Lists for Requests (Forms replacement)
A) IT Support Request List
- Go to IT site
- Click New → List
- Choose Blank list
- Name: IT Support Requests
- Add columns:
- Request Type (Choice)
- Priority (Choice: Low/Med/High/Urgent)
- Requested By (Person)
- Description (Multiple lines)
- Status (Choice: New/In Progress/Done)
B) Operations Requests (Optional)
Same concept for Operations.
9️⃣ Setup Permissions (Internal-only)
Since suppliers cannot access, keep it simple:
- Go to each site → Settings (⚙️) → Site permissions
- Use standard groups:
- Owners (full control)
- Members (edit)
- Visitors (read)
✅ Recommendation:
- Operations: most staff can read
- IT: only IT team can edit
- Finance/Compliance: restricted access
🔟 Turn on Versioning (Very important)
For each document library:
- Open library → Settings → Library settings
- Click Versioning settings
- Enable:
✅ Create major versions
✅ Keep versions (e.g., 50)
This prevents accidental loss.
1️⃣1️⃣ Publish + Test
- Log in as a normal user (or test account)
- Confirm they can:
- Open hub
- Navigate sites
- View correct docs
- Not access Finance/Compliance (if restricted)
No comments:
Post a Comment