Follow these steps in order. Each link opens the corresponding article in the nBold Success Center.
Check prerequisites & grant tenant consent – verify your Microsoft 365 tenant meets the requirements and grant organisation‑wide consent to the app. First Install ↗
Assign or switch the Service Account – designate a licensed service account that will create every new team. Service Account setup ↗
(Optional) Publish the Home App – give users a branded landing page for your templates. Home App guide ↗
Create your first template – turn a structured team into a reusable template. Create a template from scratch ↗
Import a ready‑made template – use a template from the Gallery to start faster. Template Gallery ↗
Apply governance policies – control naming, ownership, privacy, lifecycle and more. Governance Policies collection ↗
Createe you first team - Go to "my teams", hit "Create", choose the Template, feel the form and click "Create"
Automate, bulk‑update or integrate – trigger team creation from external systems (nFlows) or perform bulk updates. nFlows ↗ · Bulk actions ↗
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