Configuration

Admin  TeamBook Connected Org is configured in two places: a small SharePoint property pane on the web part itself, plus an in-app Settings screen for everything else. Most day-to-day configuration happens in the in-app Settings — no page edits required.

Property pane (page-edit only)

The web part’s property pane has been kept deliberately small. Open it by editing the SharePoint page, clicking the web part, then clicking the pencil icon on the left.

SettingDescription
Microsoft 365 group namesComma-separated list of M365 group display names whose members make up the directory. Required.
License keyPaste your purchased licence key here. Leave blank to use the 14-day free trial.
Maintenance modeOptional. Hides the directory and shows a customisable message — useful during configuration changes.
Maintenance messageThe message shown when maintenance mode is on.

That’s the entire property pane. Everything else lives in Administration → Settings inside the directory itself.


In-app Settings

Once you’ve installed the web part and given it group names, navigate inside the directory to Settings (gear icon in the sidebar — admin only).

Settings is organised into six tabs:

Branding

Visual identity for your directory:

  • Web part title and header icon (Material Symbol or none)
  • Logo URL — your company logo, shown next to the title
  • Primary and accent colours — the two colours that everything else derives from
  • Card background, sidebar background, page background, primary text colour

Theme

Page-level appearance:

  • Card density — minimal or detailed
  • Card typography — font sizes for name, title, tag pills
  • Card preset — quick-pick combinations of the above
  • Seasonal themes — opt-in on-card animations (snow, blossoms, autumn leaves, festive sparkles) plus intensity control

Directory page

Layout of the main directory:

  • Default view — Employees, Departments, Locations, or Org Chart
  • Items per page (1–48)
  • Number of grid columns (auto, 2, 3, 4, 5, 6)
  • Show alphabet bar (A–Z filter)
  • Show contact info on cards
  • Show Microsoft Teams presence
  • Show org chart tab
  • Header stat cards — which stat tiles appear at the top of the page (Total, Online, OOO, New Hires, Birthdays)
  • Header filter chips — which filter chips appear (Department, Office, Online, OOO)
  • Header sort options — which sort options appear in the toolbar
  • Profile fields — which fields are visible on card vs detail panel (granular control)

Card Designer

Visual editor for what the four card layouts show. Pick from four presets (Grid / List / Business card / Polaroid) or compose your own. Toggle each field’s visibility and drag to re-order — the live preview updates as you change things.

Features

Opt-in capabilities:

  • New Joiners ribbon + look-back window (days)
  • Birthdays ribbon + look-ahead window (days)
  • Data quality rules — pick which rules audit the directory (photo present, manager set, job title set, etc.)
  • Show local time per person — surfaces a clock + local time on each card (requires Locations with IANA timezones)

Advanced

  • Departments list name — change from the default TeambookDepartments if you’ve renamed the SharePoint list
  • Locations list name — same for TeambookLocations
  • Settings export / import — download a JSON snapshot of your full configuration, or restore from one

Diagnostics

Admin-only sanity check:

  • Live counts (employees, departments, locations, profiles, skills, online, OOO)
  • Photo cache stats (cached / confirmed missing / fetching now)
  • Sync button — drops the photo cache and re-fetches employees from Microsoft Graph

Where else admins can find admin tools

Several admin surfaces live elsewhere in the sidebar (not in Settings):

  • Manage Departments — CRUD + Azure AD import. See Managing Departments.
  • Manage Locations — CRUD with photos, timezones, addresses. See Managing Locations.
  • Skills — admin-managed skills catalogue.
  • HR Dashboard — five-tab analytics view. See HR Dashboard.

Saving changes

Any change in Settings is persisted to the TeambookSettings SharePoint list in your site collection. Click Save at the top of the Settings page to commit. Changes take effect immediately on the next page load — no SharePoint page-republish needed.

Tip: Use Settings → Advanced → Export before a big change so you can revert if needed, and again after to snapshot a known-good config.