SharePoint 2007: The Definitive Guide

Customizing My Site with Role-Based Templates

Out of the box, Microsoft Office SharePoint Server 2007 comes with the single, default template for all My Sites. Microsoft is developing several role-based My Sites templates so that, depending on your job function in your organization, you can customize your My Site to more effectively represent your role.

The specific construction of each role-based template is the result of the Microsoft Dynamics Customer Model, which identifies the various tasks of each job role in an organization. Thus, each template contains lists, libraries, and charts that are specific to the tasks that role performs.

As of this writing, there are two role-based templates available for download from Microsoft:

Controller-Financial Analyst

The general design of this template is based on this role's perceived tasks and goals, such as tracking corporate performance, budget projections, growth projections, and communicating with investors, management, and partners.

Sales Account Manager

The design of this role-based template is based on this role's perceived tasks and goals, such as tracking performance metrics, managing quarterly revenue, assessing customer satisfaction, and monitoring revenue augmentation.

Microsoft has announced that the following role-based templates will be released when available:

• Administrative Assistant

• Customer Service Manager

• HR Manager

• IT Manager

• Marketing Manager