Create a new group
Use New group in the list view to create a new group from a template. A wizard guides you through five steps. Use Next and Back to move between steps, and the cross in the top left to cancel.
As an example, we create the team 260215.001 - Project Atlas in the organisation Contoso with the template Project.
Choose a template
Under Choose a template, first select the Organisation. Seamless then shows all templates of that organisation. The icons show what the template creates, for example a SharePoint site and a team, and which sensitivity label applies.
Click the template, for example Project.
Give a name
Under Give a name, enter the name and, depending on the template, further details, for example the project number.
| Element | Meaning |
|---|---|
| Name | Name of the group |
| Preview | How the group will appear later, with name, organisation, template, icons and label |
| Mail nickname | Part of the email address before the @. Seamless builds it from the naming convention. |
Assign responsibility
Under Assign responsibility, select the responsible person and optionally a deputy.
| Field | Description | Example |
|---|---|---|
| Responsible person (primary contact) | Responsible person and primary contact | Anna Muster |
| Deputy | Optional: deputy | Marco Rossi |
You can change both later under Settings.
Set access
Under Manage team access, use Search to add users to add more people and choose their role, Owner or Member.
- The responsible person is always an owner and is marked with Responsible.
- The deputy is marked with Deputy.
- You can't remove people the template adds automatically here.
You can change roles later under Members.
Review and submit
Under Review and submit you see the group and all owners once more. Click Send.
What happens next
This depends on the template:
| Template | What happens |
|---|---|
| With approval | The request goes to the approvers under Requests. After approval, Seamless creates the group. |
| Without approval | Seamless creates the group immediately. |
You can follow the progress of the creation under Monitoring > Provisioning. Depending on the template, it takes one to several minutes.
You set whether a template requires approval under Approval. Users create teams the same way in the Seamless app: Create a new team