Create a team template

Templates let you define the structure and settings of new teams created by your end-users.

How-to

To create a new template:

1. Select Provisioning from the sidebar.
2. Select Create Template.
3. Enter a Template name.
4. Add a Template description (optional).
5. Select Next.
6. Add a naming convention to the template.
   • You can check the box to disable this feature.
7. Select a minimum number of owners for teams created with this template.
8. Select Next.
9. Select a purpose tag for teams created with this template.
   
   • You can check the box to disable this feature.
10. Select a privacy level for teams created with this template.
11. Select or a sensitivity tag for teams created with this template.
    
    • You can check the box to disable this feature.
12. Select Next.
13. Select Add channel to add default channel(s) for teams created with this template.
14. Enter a Channel name.
15. Select whether the channel is Public or Private.
16. Add a Description (optional) for the channel(s).
17. Select Create template.

When finished, you will be taken back to the Provisioning page.

Note: First time using ShareGate Provisioning? For next steps, see ShareGate's end-user app overview for admins.

Tips

• Your current configuration is shown under Create a template as you move through template creation. Click to make adjustments at any point.
• Use the Back and Next buttons to navigate the template creation pages.
• There are no template drafts. Your progress isn't saved if you refresh your web browser or exit template creation at any point.