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A step-by-step guide to creating guest users in Office 365

Office 365

Guest users in Office 365 are a convenient way to collaborate with external partners, clients, or contractors. By inviting guest users, you can give them limited access to your organization’s resources, such as documents or shared projects, without granting full access to your internal network. This guide will walk you through the process of creating guest users in Office 365.

Step 1: Log in to Office 365 with Admin privileges

To start, log in to Office 365 using an admin account. Only users with administrative privileges can invite and manage guest users.

Office 365

Step 2: Open the Admin panel

Once logged in, access the Admin app from the Office 365 app launcher (the grid icon in the upper left corner). This will take you to the Admin Center, where you can manage users and their access.

Office 365

Step 3: Navigate to users > Guest users

In the Admin Center, click on Users from the left-hand navigation pane and then select Guest Users. This section displays a list of guest users that have already been added to your organization or allows you to invite new ones.

Office 365

Step 4: Click “Invite a guest”

To invite a new guest user, click on the Invite a guest button. This will open a form where you can enter the guest’s information.

Office 365

Step 5: Enter guest user details

Fill out the guest user’s details, including their full name and email address. Ensure that the email address you provide is correct, as this is where the invitation will be sent.

Office 365

Step 6: Assign access to resources

You can choose which resources the guest user will have access to, such as specific SharePoint sites, Teams channels, or documents. Select the appropriate access level for the guest based on your collaboration needs.

Office 365

Step 7: Send the invitation

After filling in the necessary details and assigning access, click Send invitation. The guest user will receive an email invitation to join your organization’s Office 365 environment. They’ll need to accept the invitation and authenticate their identity.

Office 365

Step 8: Monitor guest user status

You can monitor the status of the guest invitation in the Guest users section. Once the guest accepts the invitation, their status will update to active, and they will have access to the assigned resources.

Office 365

Step 9: Manage guest user access (optional)

At any time, you can modify the guest user’s access or remove them from your organization. This can be done by selecting the guest from the Guest users list and adjusting their permissions.

Office 365

By following these steps, you can easily create guest users in Office 365 and manage their access to your organization’s resources, enhancing collaboration while maintaining security.

For more help with managing guest users or other Office 365 features, contact Medha Cloud today. We’re here to assist with all your Office 365 collaboration needs.

Bharath
Bharath
I’m Bharath, a skilled Microsoft 365 and Azure expert, helping small businesses make the most of Microsoft tools. As a Microsoft certified engineer, I have experience migrating organizations to Microsoft solutions and offer guidance on cloud-based solutions to optimize business operations.
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