If you need to collaborate with guests across documents, tasks, and conversations, we recommend using Microsoft Teams. Teams provides all of the collaboration features available in Office and SharePoint with persistent chat and a customizable and extensible set of collaboration tools in a unified user experience.
In this article, we'll walk through the Microsoft 365 configuration steps necessary to set up a team for collaboration with guests. Once you have configured guest access, you can invite guests to teams by following the steps in Add guests to a team in Teams.
For a detailed comparison, see Manage external access.
For a detailed description of the Guest Access in Teams, see Guest Access in Microsoft Teams.
Video demonstration
This video shows the configuration steps described in this document.
Azure External collaboration settings
Sharing in Microsoft 365 is governed at its highest level by the B2B external collaboration settings in Azure Active Directory. If guest sharing is disabled or restricted in Azure AD, this setting overrides any sharing settings that you configure in Microsoft 365.
Check the B2B external collaboration settings settings to ensure that sharing with guests is not blocked.
To set external collaboration settings
- Log in to Azure Active Directory at https://aad.portal.azure.com.
- In the left navigation pane, click Azure Active Directory.
- Click External identities.
- On the Get started screen, in the left navigation pane, click External collaboration settings.
- Ensure that Admins and users in the guest inviter role can invite and Members can invite are both set to Yes.
- If you made changes, click Save.
Note the settings in the Collaboration restrictions section. Make sure that the domains of the guests that you want to collaborate with aren't blocked.
If you work with guests from multiple organizations, you may want to restrict their ability to access directory data. This will prevent them from seeing who else is a guest in the directory. To do this, under Guest user access restrictions, select Guest users have limited access to properties and membership of directory objects settings or Guest user access is restricted to properties and memberships of their own directory objects.
Teams guest access settings
Teams has a master on/off switch for guest access and a variety of settings available to control what guests can do in a team. The master switch, Allow guest access in Teams must be On for guest access to work in Teams.
Check to ensure that guest access is enabled in Teams and make any adjustments to the guest settings based on your business needs. Keep in mind that these settings affect all teams.
To set Teams guest access settings
- Log in to the Microsoft 365 admin center at https://admin.microsoft.com.
- In the left navigation pane, click Show all.
- Under Admin centers, click Teams.
- In the Teams admin center, in the left navigation pane, expand Org-wide settings and click Guest access.
- Ensure that Allow guest access in Teams is set to On.
- Make any desired changes to the additional guest settings, and then click Save.
Once Teams guest access is turned on, you can optionally control guest access to individual teams and their associated SharePoint sites using sensitivity labels. For more information, see Use sensitivity labels to protect content in Microsoft Teams, Microsoft 365 groups, and SharePoint sites.
Note
It may take up to twenty-four hours for the Teams guest settings to become active after you turn it on.
Microsoft 365 Groups guest settings
Teams uses Microsoft 365 Groups for team membership. The Microsoft 365 Groups guest settings must be turned on in order for guest access in Teams to work.
To set Microsoft 365 Groups guest settings
- In the Microsoft 365 admin center, in the left navigation pane, expand Settings.
- Click Org settings.
- In the list, click Microsoft 365 Groups.
- Ensure that the Let group owners add people outside your organization to Microsoft 365 Groups as guests and Let guest group members access group content checkboxes are both checked.
- If you made changes, click Save changes.
SharePoint organization-level sharing settings
Teams content such as files, folders, and lists are all stored in SharePoint. In order for guests to have access to these items in Teams, the SharePoint organization-level sharing settings must allow for sharing with guests.
The organization-level settings determine what settings are available for individual sites, including sites associated with teams. Site settings cannot be more permissive than the organization-level settings.
If you want to allow file and folder sharing with unauthenticated people, choose Anyone. If you want to ensure that all guests have to authenticate, choose New and existing guests. Choose the most permissive setting that will be needed by any site in your organization.
To set SharePoint organization-level sharing settings
- In the Microsoft 365 admin center, in the left navigation pane, under Admin centers, click SharePoint.
- In the SharePoint admin center, in the left navigation pane, expand Policies and then click Sharing.
- Ensure that external sharing for SharePoint is set to Anyone or New and existing guests.
- If you made changes, click Save.
SharePoint organization-level default link settings
The default file and folder link settings determine the link option that will be shown to users by default when they share a file or folder. Users can change the link type to one of the other options before sharing, if desired.
Keep in mind that this setting affects all teams and SharePoint sites in your organization.
Choose any one of the following link-types which will be selected by default when users share files and folders:
- Anyone with the link - Choose this option if you expect to do a lot of unauthenticated sharing of files and folders. If you want to allow Anyone links but are concerned about accidental unauthenticated sharing, consider one of the other options as the default. This link type is only available if you've enabled Anyone sharing.
- Only people in your organization - Choose this option if you expect most file and folder sharing to be with people inside your organization.
- Specific people - Consider this option if you expect to do a lot of file and folder sharing with guests. This type of link works with guests and requires them to authenticate.
To set the SharePoint organization-level default link settings
- Navigate to the Sharing page in the SharePoint admin center.
- Under File and folder links, select the default sharing link that you want to use.
- If you made changes, click Save.
Create a team
The next step is to create the team that you plan to use for collaborating with guests.
To create a team
- In Teams, on the Teams tab, click Join or create a team at the bottom of the left pane.
- Click Create a team.
- Click Build a team from scratch.
- Choose Private or Public.
- Type a name and description for the team, and then click Create.
- Click Skip.
We'll invite users later. Next, it's important to check the site-level sharing settings for the SharePoint site that is associated with the team.
SharePoint site-level sharing settings
Check the site-level sharing settings to make sure that they allow the type of access that you want for this team. For example, if you set the organization-level settings to Anyone, but you want all guests to authenticate for this team, then make sure the site-level sharing settings are set to New and existing guests.
To set site-level sharing settings
- In the SharePoint admin center, in the left navigation pane, expand Sites and click Active sites.
- Select the site for the team that you just created.
- Click ... and choose Sharing.
- Ensure that sharing is set to Anyone or New and existing guests.
- If you made changes, click Save.
See also
Best practices for sharing files and folders with unauthenticated users
Limit accidental exposure to files when sharing with guests
Create a secure guest sharing environment
Create a B2B extranet with managed guests
SharePoint and OneDrive integration with Azure AD B2B
Sharing options are greyed out when sharing from SharePoint or OneDrive
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