Learn how to use the robot

Create a Microsoft Teams template with SProbot

This is step two in your SProbot journey, after you connect to a tenant

SProbot templates are definitions of what Teams or SharePoint workspaces contain and look like. You can use a template to directly start a build, or as the base of a provisioning pipeline with governance rules.

This guide is about Teams templates, but you can also create SharePoint team site templates.

Once you have connected to your tenant you will be able to create your first template from the tenant home page.

Step 1: Create a new template

Navigate to the templates tab (it will be the default tab the first time you open your tenant) and click Create your first template.

Screenshot of the SProbot tenant home page on the Templates tab, with the instructions and button to create a first template visible.

Name your template and select Team as the template type (you can also create a SharePoint site template using this way).

Note: You can change a template's name after it's been created, but not its privacy.

Screenshot of the new Teams template creation dialog

Step 2: Add channels

In its starting state, the template does not contain any channels.

Channels can be added by using + Channel:

  • Standard channels have the same permissions as the parent team.
  • Private channels have separate permissions and can contain a subset of the parent team's members. Also, a private channel's files are stored in a site separate to the primary team's.
  • Shared channels have separate permissions and can contain people who aren't in the parent team, even people external to the organization if allowed.

Step 3: Add folders if desired

To add a folder, change the properties of a channel, or delete it, left-click the channel and use the context menu:

Up to 3 levels of folders and subfolders can be added to channels to build up your ideal team structure.

At any point, you can change the settings of the team itself.

Step 4: Use your template

Once you have the desired structure created, you can:

Disable standard Teams and SharePoint site creation

Learn how to disable standard Team and SharePoint site creation for end-users when switching to request and creation with pipelines.

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Limit default SharePoint site sharing settings with SProbot

Use the default sharing settings feature in SProbot to prevent Microsoft 365 group owners and members from accidentally sharing sensitive information.

October 19, 2023
Prevent guest access to Teams with SProbot

Use the guest access lockdown feature in SProbot pipelines to prevent external users from being added to teams.

October 19, 2023

The robot is currently in beta

The early access group is unfortunately closed, but we'd be glad to give you a demo of what's coming soon!

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