Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Once the site has been created, it's recommended to customise it with logos, branding, and more. Refer to Customising your New Collaborate site on SharePoint.
A link to your new site will be displayed in the Collaborate app settings in FYI, or the client's Sharing Settings; however, you can also access the site from within Microsoft Admin.
- Open the Microsoft Admin site.
- From the menu on the left click ... Show all.
- Under the heading Admin centres click SharePoint.
- Click Active sites from the menu on the left
- Your Collaborate site will be displayed in the list. If your practice uses both Client Collaborate and Client Secured Collaborate sites, all the sites will be displayed in the list.
Click the URL to open the relevant Collaborate site in a new tab.
Refer to Customising your New Collaborate site on SharePoint to begin customising your site.