Admin UI Feature Overview
Overview¶
Teamwork Admin UI will allow you to easily approve and decline pending orders, create new and manage existing templates, create lifecycle policies, send feedback to Valo, view Valo Teamwork product related documentation, view and manage all group-based workspaces as an administrator as well as view statistics about Teams and Groups.
Teamwork Orders¶
Teamwork Orders tab shows items from Teamwork Orders -list. By default, view is filtered to show Teamwork orders that status is ordered.
If the out-of-the-box SharePoint approval is configured on in Teamwork orders list, admins can approve/reject orders by selecting one or more items and clicking the Approve/Reject selected button. Desired action (approved, rejected, pending) is chosen from dialog that opens and selection is saved by pressing Save.
There is a configuration option per template to "auto approve" orders using the specific template. The Require approval for orders setting can be toggled off for each template which means that each workspace order made with this template will provision automatically without admin needing to approve the order beforehand.
Teamwork orders can be filtered based on the following parameters: Title, Status, Order Type, and Issued.
Templates¶
From the Templates tab admins can extract an existing Microsoft Teams team as a Valo Teamwork Teams template as well as also edit or delete an existing template.
Please see Team Extraction Manual for more information about how an existing Microsoft Teams team can be extracted.
Editing existing template can be done by selecting three dots next to template name and choosing Edit template. Edit template panel has five sections; General, Privacy, Membership, Naming Policies and Terms and Conditions.
Editing an existing template can be done by selecting the three dots next to the template name and choosing Edit template.
The edit template panel consists of the following sections:
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General - administratos can provide template-related information and approval options
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Identity - Edit the Template name, description, workspace accent color or thumbnail. Set a template description link to provide additional informaiton to end users about the template.
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Approval - Enable or disable manual order approval. Set a template-specific message that appears in the last step of the wizard to request workspaces.
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Privacy - administrators can define two configurations:
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Sensitivity labels - it is possible to choose whether the template supports sensitivity labels or not as well as to prefined a sensitivity label. Either use Sensitivity labels or Privacy and Allow external users. For more information, see Governance/Sensitivity labels.
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Privacy and Allow external users - define Privacy and Allow external users settings for the template. Either use Sensitivity labels or Privacy and Allow external users.
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Group privacy options - allows admins to choose privacy options for Microsoft 365 Groups and Microsoft Teams. For more details, see Governance/Group privacy options.
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Membership - administrators can define default owners and members and minimum number of owners and members for each template. For more details, see Ownership and Membership settings.
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Policies - in this section administrators can define two configurations:
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Naming policies - admins are able to define naming policies and banned words for display names and site addresses. For more details, see Governance/Prefixes and Suffixes.
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Lifecycle policies - administrators can set a lifecycle policy for the current template. Lifecycle policy supports three archiving modes; based on creation date, based on workspace inactivity or based on Date and Time metadata. Similar to the previous settings, the selected lifecycle policy will be applied to all workspaces created with the template. For more information about lifecycle policies, see Lifecycle Management.
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Metadata - in this section administrators can set what content type will be used in the current template. For more information, see Associate Metadata.
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Association - administrators can set a hub site (for example, a Valo Intranet hub site) to what all workspaces created with the template will be associated. Associating site collections to Valo Intranet hub sites is only possible if the customer has at least Valo Intranet 3.0.
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Terms and conditions - allows administrators to add terms and conditions for using the template in rich text format. If terms and conditions is added to a template, users need to accept it in the order form before the order can be submitted.
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Provisioning
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Provisioning Engines
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Site Templates - allows administrators to connect a Site Template to a Valo Teamwork template.
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PnP Templates - allows administrators to connect a PnP Template to a Valo Teamwork template.
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Teams Templates - allows admins to select a Microsoft Teams Template which will be used to extend the provisioning of a Teams-based template in Valo Teamwork.
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Features in this section administrators can set additional features that will be provisioned to workspaces:
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Valo Teamwork Features - choose whether the Valo Teamwork Workspace Summary web part will be added to the home page of a SharePoint site collection. Note that if Workspace summary is added it will remove the default web part from the home page. For more details, see Workspace Summary.
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Valo Connect Apply Valo Connect tab to team created with this Teamwork template.
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Valo Intranet Features - allows admins to configure Teamwork templates to support the provisioning of Valo Intranet features such as Blogs, Events Hub, FAQ, News Hub etc. This feature requires the customer to have at least Valo Teamwork 4.0.
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Deleting template¶
Deleting existing templates can be done by selecting the three dots next to a template name and choosing Delete template. A confirmation message will be shown and after deletion is confirmed by clicking Delete, the template will be deleted.
Groups¶
From the Groups tab admins can view all existing group-based workspaces in their tenant. Filters can be used to narrow down groups listing. Groups without owners, members, or metadata are marked with flags, as well as groups with invalid lifecycle policy. Groups can be filtered based on these flags. Administrators are able to archive, restore archived, apply lifecycle policy, associate category, and take ownership of orphan groups from Groups tab.
Settings¶
From the Settings tab administrators are able to manage lifecycle policies and fill in the feedback form to send either improvement ideas or compliments to the Valo Teamwork product team. Collected feedback is anonymous. For more information, see the following pages:
Analytics¶
The Teamwork Analytics allow administrators to view statistics about Teams and Groups in their M365 tenant. For more details about the existing analytics, see Analytics.
Valo Teamwork documentation¶
The user documentation for Valo Teamwork is provided as a website that is embedded inside the Valo Teamwork admin site. The product related documentation can be accessed from Teamwork Admin site by clicking Manuals navigation link from SharePoint site navigation. The provided website considers the specific Valo Teamwork version installed in the tenant and administrators are able to easily share links to Valo Teamwork documentation with Share functionality.
