Nonprofits learned how their nonprofit can better adopt and maximize SharePoint to achieve your mission.

1. A SharePoint Discussion for
Nonprofits
June 2022

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• For Closed Captioning, please click and then "Turn on Live Captioning."
Housekeeping

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Today’s Agenda
•Intro to SharePoint site types
•Microsoft lists
•Governance overview and considerations
(basic overview and considerations)
•Compliance and permissions
• Integration with Teams
•Site administration (basics — manage site
creation, storage limitations, restore deleted
site, etc.)

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SharePoint: An Introduction
What is SharePoint and what can it do for your organization?
• Originally launched in 2001
• Web-based Collaborative Platform
• Document Management and Storage System
• Integrated natively with Microsoft Office
• Highly configurable
With Microsoft SharePoint on your PC, Mac, or mobile device, you can:
• Build intranet sites and create pages, document libraries, and lists.
• Add web parts to customize your content.
• Show important visuals, news, and updates with a team or communication
site.
• Discover, follow, and search for sites, files, and people across your
company.
• Manage your daily routine with workflows, forms, and lists.
• Sync and store your files in the cloud so anyone can securely work with
you.
• Catch up on news on-the-go with the mobile app.

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SharePoint:
Key Concepts

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Lists
• A Collection of Shareable
Data
• Numerous ready-to-use
templates
• Organizations typically use
many types of lists, including
links, announcements,
contacts, issue tracking, and
surveys, to name a few.

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Governance and Security
• Principle of Least Privilege
• The principle of least privilege works by allowing only enough access to perform the
required job.
• Guest Access Best Practices
• If you have confidential information that should never be shared externally, we
recommend storing the information in a site that has external sharing turned off.
Create additional sites as needed to use for external sharing. This helps you to
manage security risk by preventing external access to sensitive information.
• Microsoft Defender
• Microsoft Defender for Office 365 for SharePoint, OneDrive, and Microsoft Teams
protects your organization from inadvertently sharing malicious
files. https://learn.microsoft.com/en-us/microsoft-365/security/office-365-
security/turn-on-mdo-for-spo-odb-and-teams?view=o365-worldwide

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Governance and Security
• Conditional access policies for devices & network locations
• Granular conditional access policies - Unmanaged device policy
• Azure Active Directory offers the coarse grained conditional access policies, and within
SharePoint and OneDrive you can do a site specific fine grained device policies. For example,
top secret sites you want to block access from unmanaged devices. Check out the above link
for more details.
• Network IP address policy
• Control access to the content based on location IP address that user is accessing from.

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Teams Integration
The basic parts of Teams and SharePoint
These are the basic parts of Teams and SharePoint and how they relate to each other:
•Teams - Teams is a collaboration tool where you can chat with other people about a particular subject or
task. Each team is connected to other tools that you can use to collaborate with others.
•SharePoint site - A SharePoint site is a web site in SharePoint where you can create web pages and store
and collaborate on files. SharePoint sites can be used independently and are also used by Teams for file
storage (these are called Teams-connected sites). A Teams-connected site is created automatically
whenever you create a team.
•Team - A team is a place in Teams where you can invite others to collaborate. Each team is connected to
one or more SharePoint sites. These sites are where the team's files are stored.
•Parent site - The SharePoint site that is created when you create the team. This site is used for file
storage for all standard channels. All team owners and members have access to this site.
•Channel site - The SharePoint site that is created when you create a private or shared channel in a team.
Only owners and members of the private or shared channel have access to this site.

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Site Administration
• Overview and permissions inheritance
• If you work on a site, you are working inside a site
collection. Every site exists in a site collection, which
is a group of sites under a single top-level site. The
top-level site is called the root site of the site
collection.
• The following illustration of a site collection shows a
simple hierarchy of sites, lists and list items. The
permissions scopes are numbered, starting at the
broadest level at which permissions can be set, and
ending at the narrowest level (a single item in a list).

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Site Administration
Default Permission Levels
Default permission levels allow
you to quickly and easily provide
common levels of permissions
for one user or groups of users.
You can make changes to any of
the default permissions levels,
except Full Control and
Limited Access,

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Closing Thoughts & Considerations
• Discuss Internally & Develop a Roadmap
Socializing with departments will foster adoption
Engage key team members in the planning and design
• Consider 'Product Owners' & Learn, Learn, Learn
Encourage department staff to take ownership of content
Provide access to training resources and support channels
• It's Okay to Ask for Help!
Request managed support
Connect with a contractor
Seek a volunteer

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Questions & Answers

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Learn Connect
Digital Transformation Forum
https://bit.ly/3ASktwF
Digital Skills Center
Training Courses
https://bit.ly/3xV72dp
Resources
Connect
Monthly Virtual Office Hours
Next month (October) TBD
Microsoft Cloud: Getting
Started Guide
https://bit.ly/3C30n3c
Community
Get
Started

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Additional Resources
Resources:
• Schedule a Free Consultation
• Microsoft Product Recommendation Tool
• Utilization Requirements for Donated Microsoft Cloud
Licenses and How to Access the Usage Report
• Digital Assessment Tool - analyze the current state of
your organization's technology. The tool will
provide recommend products, services, and
resources to make your systems and processes work
better for you in service of your mission.
• TechSoup Product Catalog
Blogs:
• Microsoft Cloud Licenses Pricing Changes
• The Right Microsoft 365 and Office 365 for Your
Nonprofit
• What You Need to Know About Microsoft 365
Nonprofit
• How TechSoup Makes Adopting Microsoft Cloud
Solutions Easier

16. Thank You!
customersuccess@techsoup.org