Microsoft Teams Guideline

Microsoft Teams is an institutional tool for meetings, collaboration, file sharing, messaging, and more. Teams is built on top of other Microsoft 365 services like SharePoint, OneDrive, and Exchange. Implementing Teams governance is important for operational reasons, such as preventing sprawl, but also for managing privacy and security. While Vanderbilt University Information Technology manages the governance backend of Teams, users need to implement Teams management to make sure they’re getting the most out of the platform.

Know the difference between a Team, Channel, and Chat

Be thoughtful about whether a new Team should be created, if it should be a Channel within a Team, or could be handled via Chat.You’ve decided you need a new Team or Channel. Here are some best practices to consider for managing your Team or Channel’s lifecycle: Create, Maintain, Expire.

  1. By default, anyone at Vanderbilt can create a new Team or Channel. When the number gets out of control, it can become complicated and hard to find info.
    1. Establish expectations early, such as outlining criteria for when a new Team should be created vs. making it a Channel within an existing Team.
    2. Limit who can create to a few individuals for your area.
    3. Consider establishing an approval process to ensure creation follows your area’s overall expectations and needs.
  2. Define and apply a consistent naming convention. Names imply meaning and serve as a key navigational guide. Names should uniquely identify your group and its purpose. Prevent confusion with these naming do’s and don’ts:Naming Example:
  3. Select an appropriate Team or Channel privacy level. 
    1. Public: Anyone within the institution can join. Only select this if all data should be shared with everyone.
    2. Private: Membership can be controlled by Team Owners and access limited.
      Data Classification LevelDescriptionTeam/Channel Privacy Level
      Level 1 PublicData that is intended for public release or distribution.Public or Private
      Level 2 Institutional Use OnlyData that is private and should not be available to the non-VU individuals without permission.Private
      Level 3 RestrictedData that must be kept confidential by law or contract or should not be shared with unauthorized persons.Private
      Level 4 CriticalData that is protected by regulation and requires bespoke security implementation.N/A - Not allowed in Teams

      Note: A Team’s privacy level can be changed by the owner at any time; however, a Channel’s privacy cannot be changed once set.

  4. Ensure there is more than 1 Owner per Team to help manage, moderate, and avoid orphaned Teams. As a general rule, the larger the membership, the more Owners it should have.
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