If you’re looking to create a secure and structured SharePoint Online site for document management, this guide will walk you through setting up a DMS site with a 25 GB capacity, a custom member group (DMS-Members), and ensuring access is restricted to users within your tenant—all through the SharePoint admin center.
Step 1: Create the SharePoint Online Site
- Go to the SharePoint Admin Center
- Sign in to Microsoft 365 Admin Center.
- Navigate to Admin Centers > SharePoint.
- Create a New Site
- Click “Create” and select “Team Site” (to enable collaboration).
- Enter DMS as the site name.
- The site URL will be auto-generated as:
https://yourtenant.sharepoint.com/sites/DMS - Assign a Primary Owner (e.g., yourself or an admin).
- Set Storage Limit
- After site creation, go to Active Sites in the SharePoint Admin Center.
- Find the DMS site, click it, then select Storage settings.
- Change the storage quota to 25 GB and save changes.
Step 2: Create a Custom Member Group (DMS-Members)
To control who can access the site, we’ll create a custom DMS-Members group with edit permissions.
- Go to the DMS Site Permissions
- Open the DMS site in SharePoint.
- Click on Settings (⚙️) in the top-right corner.
- Select Site Permissions.
- Create a New Group
- Click Advanced Permissions Settings.
- Select Create Group.
- Name the group DMS-Members.
- Under Permissions, select Edit (to allow document collaboration).
- Click Create.
- Add Users to the Group
- Click on DMS-Members in the permissions page.
- Select New > Add Users.
- Enter internal users or Microsoft 365 groups to grant access.
Step 3: Restrict Access to Tenant Users Only
To ensure security, we will configure site access to allow only internal users.
- Go to SharePoint Admin Center
- Navigate to Policies > Sharing.
- Modify External Sharing Settings
- Locate the DMS site, click it, then go to Policies > Sharing.
- Set sharing settings to Only people in your organization.
- Click Save.