This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
public:ms365:board_onboarding [2023/03/20 16:56] scott.leslie |
public:ms365:board_onboarding [2024/05/09 05:04] (current) |
||
---|---|---|---|
Line 3: | Line 3: | ||
===== Background ===== | ===== Background ===== | ||
- | In January 2023 the Co-op began migrating to MS365 for much of it' | + | In January 2023 the Co-op began migrating to MS365 for much of its " |
- | 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. | + | Going forward all of these will be phased-out in favour of this new MS365 environment. The instructions below describe what will happen to get you started in this new environment. |
===== What to Expect ===== | ===== What to Expect ===== | ||
- | You will get an email invitation sent to the email address you regularly use in correspondence with the board/Co-op executive director. This invitation will be to join the BC Libraries Cooperative MS365 instance | + | You will get an email invitation sent to the email address you regularly use in correspondence with the board/Co-op executive director. This invitation will be to join the BC Libraries Cooperative MS365 instance from one of the following trusted Administrator accounts: " |
- | Your own institution may well already use MS365. | + | Your own institution may well already use MS365. |
==== For those whose email already associated with MS account ==== | ==== 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 at some point in conjunction | + | 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. |
{{ : | {{ : | ||
- | Upon accepting the terms, | + | 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. |
- | 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. | + | Go to [[public: |
- | + | ||
- | 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. | + | |
==== For those who don't currently use MS365 (and also haven' | ==== For those who don't currently use MS365 (and also haven' | ||
Line 27: | Line 25: | ||
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 ===== | ||
Line 43: | Line 46: | ||
===== 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, |