How To Create A New Office 365 Group

As of February 2025, Savvy no longer creates groups for new clients. This process would only be done for clients who have meeting minutes done in order for the contractors to be able to access them without needing access to chrome bars or LastPass.

Create an Office 365 group

1. Log into Office 365 and go to the Admin Portal

2. Select Admin Centers in the left-hand side menu, and from the sub-list select Exchange

3. Under recipient select Groups

4. Click on +  Add a group

5. In the pop up window that appears, enter details as follows:

• Group Type  -  Microsoft 365 (recommended) and then click Next

• Basics - [Clients' legal company name] - [Client company contact] E.g. Glimp - Michael Speight

• Owner - Click on the + Assign owners, then browse and select Rochelle Candy from the list displayed then click Add (as of 2024, Jo will no longer be the owner of client groups in SharePoint)

• Members - Click on the + Add members, then browse and select from the list displayed then click Add

• Settings - Group email address  -  Clients' legal company name (without limited at the end) E.g. glimp

• Settings - Privacy  -  Select Private - Only members can see content from the dropdown

• Finish - Review and finish adding group

6. Double-click on the names of each VA you want to have access to the folder - this is always the NZ employees (including the Office Administrator and General Manager) and the global team to start with, unless the head VA for the client is a contractor, and then they are also added

7. Once everyone has been added, click on Create group

An email will then be sent to all members to advise them that they have been added to the client's SharePoint group.