Overview to Configuring New Collaborate

New Collaborate uses the power of SharePoint Communication sites to offer a customisable client portal, where you can co-edit and share documents and folders with your clients.

Follow the steps below to configure New Collaborate for your practice.

Tip: Refer to the Quick Reference Guide for an easy-to-follow guide to setting up New Collaborate.

Setting up New Collaborate

Step 1 - Link your OneDrive Admin Account for New Collaborate

Step 2 - Set up Azure AD B2B for New Collaborate

Step 3 - Setting up Collaborate Email Templates

Step 4 - Create a Collaborate Site

Step 5 - Review the Collaborate permissions and assign Share Settings access

  • Review the permissions, and assign your team to enable the ability to share folders with your clients.
    Refer to New Collaborate Permissions.
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