Defining the site's function determines the template (Team vs. Communication) and feature set.
| Question | Answer Required | Notes |
| Primary Purpose | [Internal Collaboration/Document Sharing] OR [Public Information/Intranet Communication] | Does the site serve a small group for content creation, or a large group for content consumption? Will this site replace your community/science share or a new document repository for your group or project. |
| Department or Project Site | [Desired Name] (e.g., "Project Helios," "HR Policy Hub") | This will be reviewed as we finalize our naming guidelines. |
2. Site Owner (The Authority)
This individual is responsible for the site's long-term health and content governance.
| Role | Details Required | Permissions |
| Primary Site Owner | Name and Email Address | Full Control: Can manage all content, settings, permissions, and has the authority to request site deletion. |
Site Administrators (Full Control Delegation)
Administrators are the Owner's delegates who manage day-to-day operations and settings.
| Role | Details Required | Permissions |
| Site Administrators | List of Names/Emails (Recommended 1-3 users) | Full Control: Can create libraries, manage lists, change settings, and manage Member access. |
B. Site Members (Content Contributors)
Members are the primary audience who will be creating and managing content.
| Role | Details Required | Permissions |
| Site Members | List of Names/Emails OR AD Security Group Name | Edit/Contribute: Can view, add, edit, and delete files or items within the site. |
This group is typically used for broad communication sites (e.g., Intranet Portals).
| Role | Details Required | Permissions |
| Site Visitors | List of Names/Emails OR AD Security Group Name (e.g., "All Employees") | Read Only: Can view pages, download documents, and read content, but cannot make any changes. |
| Group/Role | Permission Level | Key Capabilities |
| Owner / Admin | Full Control | Manage permissions, site settings, lists, libraries, and content. |
| Members | Edit / Contribute | View, add, edit, and delete files and list items. |
| Visitors | Read | View and download content only. |