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public:ms365:board_onboarding [2023/03/19 02:24] jonathan.schatz [Other Initial Affordances of MS365] |
public:ms365:board_onboarding [2024/05/09 05:04] (current) |
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- | ====== | + | ====== |
- | In January 2023 the Co-op began migrating to MS365 for much of it's " | + | |
- | Going forward all of these will be phased out in favour of using this new MS365 environment. The instructions below describe what will happen to get you started in this new environment. | ||
- | ====== What to Expect ====== | + | ===== Background |
- | You will get an email invitation sent to the email address | + | In January 2023 the Co-op began migrating |
- | Your own institution may well already use MS365. | + | Going forward all of these will be phased-out in favour of this new MS365 environment. The instructions below describe what will happen |
- | ===== For those whose email already associated with MS account | + | ===== What to Expect |
- | If your email address | + | You will get an email invitation sent to the email address you regularly use in correspondence |
- | {{ : | + | Your own institution may well already use MS365. If so, you might have slightly different steps to access the platform, based on whether Microsoft thinks your email address is already associated with an existing MS365 account. |
- | Upon accepting | + | ==== For those whose email already associated with MS account ==== |
+ | If your email address is already associated with MS365 (either because your institution licenses it or maybe because you used that email in the past with another Microsoft product like Skype), click the invite email link and log-in with that existing account. You will be redirected | ||
- | If you use and have the Teams client installed you could do this. However it might be less confusing if you say no and then chose to open the web version of Teams. This should open Teams but at first you may get an error message that you don't have access to a channel. **//Ignore that//** and check again, the Board team as well as the sub channels General, Finance and Governance should be there. | + | {{ : |
- | By going into those channels, you should see a documents tab. Those should be familiar based on what you were formerly seeing via Sync. You should now be able to open and edit any of these documents. Kevin Millsip will communicate any other ways in which the board will use Teams to collaborate going forward. | + | Upon accepting the terms, the browser to cycle a few times as it bounces around within MS365, eventually bringing a pop-up asking if you want to open Teams. |
- | ===== For those who don't currently use MS365 (and also haven' | + | Go to [[public: |
+ | |||
+ | ==== For those who don't currently use MS365 (and also haven' | ||
If your email address is **not** associated with MS365 via your institution nor used in conjunction with any other MS product, there is a slightly different workflow to access the board team site. | If your email address is **not** associated with MS365 via your institution nor used in conjunction with any other MS product, there is a slightly different workflow to access the board team site. | ||
- | When you click on the link in the invite email you receive you will be taken to a page that asks you to generate a one time codee to login. This will result in a second email being sent containing a 6 digit code which you will then enter the Board teams site. | + | When you click on the link in the invite email you receive you will be taken to a page that asks you to generate a one-time code to login. This will result in a second email being sent containing a 6 digit code which you will then enter the Board teams site. |
After you enter the code, expect the browser to cycle a few times as it bounces around within MS365, eventually bringing a pop-up asking if you want to open the Teams desktop client. | After you enter the code, expect the browser to cycle a few times as it bounces around within MS365, eventually bringing a pop-up asking if you want to open the Teams desktop client. | ||
- | If you use and have the Teams client installed | + | See next heading. |
+ | |||
+ | ==== Teams Client or Web ==== | ||
+ | If you already | ||
+ | |||
+ | By going into those channels, you should see a " | ||
- | ====== Other Initial Affordances of MS365 ====== | + | ===== Other Initial Affordances of MS365 ===== |
As the board starts to explore working together in this environment they will find new ways of collaborating, | As the board starts to explore working together in this environment they will find new ways of collaborating, | ||
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Long term, your access will likely be direct to specific documents via emailed links, however if you ever need to come back to the main Board Teams site, go to [[https:// | Long term, your access will likely be direct to specific documents via emailed links, however if you ever need to come back to the main Board Teams site, go to [[https:// | ||
- | ====== What to do if you have issues | + | ===== What to do if you have issues ===== |
- | In the event that you have any difficulties logging in to the Microsoft environment or the Teams site specifically, | + | In the event that you have any difficulties logging in to the Microsoft environment or the Teams site specifically, |