How to Customise Modern SharePoint Sites and Pages

Editing Pages:

• Open Page in Edit Mode:

1. Navigate to the page you want to edit.

2. Click on "Edit" at the top right of the page.

• Add Web Parts:

1. While in edit mode, click the "+" icon to add web parts to the page.

2. Choose from a variety of web parts like "Text," "Image," "Quick Links," "Document Library," and more.

• Customise Web Parts:

1. Click on a web part to open its property pane.

2. Configure settings such as layout, content, and appearance.

Using Section Layouts:

• Add Sections:

1. Click on the "+" icon at the bottom of the page or between sections to add a new section.

2. Choose a section layout (one-column, two-column, three-column, etc.).

• Customise Sections:

1. Adjust the width and background of each section.

2. Add web parts to different columns within a section for a structured layout.

Applying Themes:

• Change Site Theme:

1. Click on the "Settings" gear icon and select "Change the look."

2. Choose a theme from the available options or click "Customise" to adjust colours and fonts.

• Custom Themes:

1. For a more tailored look, use the SharePoint Online Management Shell to upload and apply custom themes across your site collection.

Branding and Logos:

• Site Logo:

1. Go to "Site Settings" and click on "Title, description, and logo."

2. Upload a new logo to personalise your site.

• Header Layout:

1. Under "Change the look," select "Header" to adjust the header layout and logo alignment.

Adding Navigation Links:

• Edit Navigation:

1. Go to "Site Settings" and select "Navigation."

2. Add, edit, or remove links to customise your site navigation.

• Mega Menu:

1. For hub sites, configure the mega menu to organise links under dropdowns for better accessibility.

Configuring Hub Sites:

• Registering Hub Sites:

1. In the SharePoint admin centre, select "Active sites."

2. Choose the site you want to register as a hub site and click "Register as hub site."

• Associating Sites:

1. Go to the site settings of the site you want to associate with the hub.

2. Select "Hub site association" and choose the relevant hub site.

Using Modern Site Features:

• Communication Sites: Ideal for sharing information broadly across an organisation.

1. Create a communication site from the SharePoint home page.

2. Use web parts like "Hero," "News," and "Events" to highlight important content.

• Team Sites: Perfect for collaboration within a team.

1. Create a team site with a Microsoft 365 group.

2. Integrate with other Microsoft 365 services like Planner and OneNote for enhanced collaboration.

Managing Permissions:

• SharePoint Permissions:

1. Go to "Site Settings" and click on "Site permissions."

2. Manage site owners, members, and visitors.

• Custom Permission Levels:

1. Create custom permission levels if the default ones do not meet your needs.

2. Assign these custom levels to users or groups as necessary.

Leveraging Power Automate:

• Automating Processes:

1. Use Power Automate to create flows that automate repetitive tasks.

2. Examples include approval workflows for documents or automated notifications for new items in a list.

Enhancing Search:

• Custom Search Experience:

1. Use the modern search experience to find content quickly.

2. Customise search settings to improve relevance and accuracy.