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.
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.
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:
- Build a team directly from the template by using the Build now button.
- Use the template in a provisioning pipeline with governance rules.
Learn how to disable standard Team and SharePoint site creation for end-users when switching to request and creation with pipelines.
Use the default sharing settings feature in SProbot to prevent Microsoft 365 group owners and members from accidentally sharing sensitive information.
Use the guest access lockdown feature in SProbot pipelines to prevent external users from being added to teams.