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OneDrive and Portfolio Links

This doucment outlines how an admin is to onboard a new emplyee to our OneDrive and Portfolio system.

Step 1 - SharePoint Admin

Navitage to the SharePoint admin center

here⁠

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Find Nexus Projects and add the new user as a member

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Step 2 - OneDrive Settings

As the user, go to the home page for

Nexus Projects⁠

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Enable Following status on the top right

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Navigate to the

Nexus Projects⁠

document library and Add shortcut to OneDrive

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Add the shortcut as well for the document library

Internal⁠

and

Monday Tools and Templates⁠

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Step 3 - Local computer settings

After installing (if Mac) and logging in as the user on the local OneDrive, ensure the shortcuts to the doucment libraries show up in the OneDrive folders

Install Office/Teams/Outlook

Create Shortcuts (PC) or Alias (Mac) on the desktop for the three document libraries

Create a URL shortcut on the desktop for our Portfolio system:

⁠

https://coda.io/d/NEXUS-PORTFOLIO-DATABASE_dvXkTdO8ktN/CONTENT-MANAGEMENT-SYSTEM_suSkH?searchClick=516037f1-0896-406c-906d-d902ae065135_vXkTdO8ktN#_luakL⁠

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Notify

Kevin Luttman⁠

of the new users email address. He will create an account for the portfolio system.

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Step 4 - Monday and PurelyHR

Add a desktop shortcut for:

Monday:

https://nexuscomms.monday.com/overviews/19758947⁠

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Notify

Aliah Luckman⁠

to add user to Monday

PurelyHR:

https://nexuscom.purelyhr.com/cpanel/calendar.aspx⁠

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