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IM Portal

The IM Portal is your information-management team's command centre. Templates, the IM model, taxonomy, user roles, and lifecycle actions — all in one governed app, scoped to the right people, with no tenant-admin escalation required.

IM Portal — workspace templates

What your IM team does here​

  • Maintain workspace and library templates. Build them visually from reference sites in SharePoint, export through the IM Portal, version, and publish — no code, no scripts.

IM Portal — library and list templates

  • Manage the IM model. Maintain enterprise site columns and content types through governed export, edit, import, and publish flows.
  • Maintain bilingual taxonomy. Use a familiar Excel-based workflow to edit English and French term labels and synonyms side by side, against the Microsoft 365 term store.

IM Portal — taxonomy

  • Grant and revoke user roles. Manage broker assignments and IM admin roles, scoped by Business Authority.

IM Portal — user roles

  • Take lifecycle actions. Archive, unarchive, or dispose workspaces tenant-wide when records management or governance decides a workspace's life is over.

Why your organization benefits​

  • One app for the IM team's whole job. What used to span half a dozen tools — SharePoint admin, the term store, ticket queues to IT, the PowerApps maker portal — now lives in one role-scoped app.
  • Your IM team works at the IM team's pace. Privileged work doesn't get blocked behind tenant-admin escalation. Role boundaries are explicit and enforced.
  • Bilingual is a first-class workflow. Editing English and French taxonomy together is the everyday motion in the IM Portal, the way bilingual deployments actually need to work.
  • Your standards stay current. Templates evolve in step with the business. New patterns, new term sets, new content types ship through the same governed flow.

Where this fits​

The templates and IM model maintained here drive every workspace Provisioning creates. The audit's Schema Integrity KPI measures whether what's deployed here stays intact in real use; Compliance puts it back when it drifts.