Tuesday, December 30, 2025

Create a basic Sharepoint communication Site for your company

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

1️ Create the Main Hub Site (Central Portal)

  1. Go to: Microsoft 365 → App Launcher (9 dots) → SharePoint
  2. Click: Create site
  3. Choose: Communication site
  4. Select a template: Blank (best) or Topic
  5. Site name: MyCompany Central Hub
  6. Click Finish

This becomes your main landing page.


2️ Register it as a Hub Site (Admin Step)

  1. Open: SharePoint Admin Center

1.      Go to https://admin.microsoft.com

2.      Select Admin centers → SharePoint

  1. Go to: Sites → Active sites
  2. Find and select: MyCompany Central Hub
  3. Click: Hub → Register as hub site
  4. Hub name: MyCompany Central Hub
  5. Save

Now you can manage global navigation + consistent branding.


3️ Create Department Sites (Communication Sites)

Repeat these steps for each department:

  1. In SharePoint home → Create site
  2. Choose: Communication site
  3. Name: MyCompany Operations
  4. Finish

Create these sites:

  • MyCompany Operations
  • MyCompany IT & Systems
  • MyCompany Sales & Marketing
  • MyCompany Finance
  • MyCompany Compliance & Legal
  • MyCompany Events & CME

4️ Connect Each Site to the Hub (Very important)

For each department site:

  1. Open the department site
  2. Click: Settings (⚙️) → Site information
  3. Look for: Hub site association
  4. Select: MyCompany Central Hub
  5. Save

Now all sites share the same top navigation style and theme.


5️ Build the Top Menu (Hub Navigation)

  1. Open: MyCompany Central Hub
  2. At top menu, click: Edit
  3. 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
  1. Click: Save

This gives you the “AIU-style” department navigation.


6️ Create the Hub Home Page Layout

A) Add the Banner

  1. On hub home → click Edit
  2. Click + → add Hero Web Part
  3. Choose layout: Layered
  4. Add a banner image (brand/medical theme)
  5. Title: MyCompany Central Hub
  6. Subtitle: Internal Operations & Systems Portal

B) Add Quick Action Buttons (right side feel)

  1. Click + under the banner area
  2. Add Quick Links
  3. Layout: Buttons
  4. Add buttons:
    • SOPs & Policies
    • IT Support Request
    • Finance Requests
    • Compliance Docs
    • CME & Events
  5. Publish the page

7️ 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:

  1. Go to the site → New → Document library
  2. Name it
  3. Create

8️ Create Lists for Requests (Forms replacement)

A) IT Support Request List

  1. Go to IT site
  2. Click New → List
  3. Choose Blank list
  4. Name: IT Support Requests
  5. 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.


9️ Setup Permissions (Internal-only)

Since suppliers cannot access, keep it simple:

  1. Go to each site → Settings (⚙️) → Site permissions
  2. 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:

  1. Open library → Settings → Library settings
  2. Click Versioning settings
  3. Enable:
    Create major versions
    Keep versions (e.g., 50)

This prevents accidental loss.


1️1️ Publish + Test

  1. Log in as a normal user (or test account)
  2. Confirm they can:
    • Open hub
    • Navigate sites
    • View correct docs
    • Not access Finance/Compliance (if restricted)

 

No comments:

Post a Comment