Forum Discussion
terdahl
Jul 08, 2026Copper Contributor
New to Sharepoint and Teams_best practice for creating client folders/site
We are a small landscape design/build company moving from Microsoft 365 Family to Microsoft 365 Business Standard. Currently, we use a traditional folder system: Clients > Client Name > project fil...
Jamony
Jul 11, 2026MCT
Hi terdahl, for a small company I would avoid making one Team or one site per client unless permissions are very different for each client. A clean starting point is one SharePoint site for company documents, with libraries like Clients, Templates, Vendors, Equipment, and Internal Operations. Inside the Clients library, use folders or metadata by client and project, then only create separate Teams or channels where people actually need chat, meetings, and task collaboration around that work.