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Create site by custom template and grant permissions using SharePoint 2013 or Office 365 workflow

In this article I will show how to use SharePoint 2013 workflow to create new site by custom template and then grant permissions to this site for specific users. As an example I configured workflow for SharePoint list to automatically create new sites.

In this example I want to show simple case of project management system. When an administrator can create a new list item for a project in SharePoint list, specify project participants and URL for a new project workspace. Once it is done, the workflow has to create the project workspace (SharePoint site). It will automatically break permissions inheritance for the new site and include the site to the top navigation. Then create separate SharePoint group for each role in the project. To simplify this use case I have contributors role only, but you can add more roles and create additional groups using the workflow. For example you can create project management group or analysts group. Then you can use these groups to grant permissions to sensitive information in the project.

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Posted in: Workflow Actions Pack