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Managing External Guests in SharePoint vs Teams

  • Artigo

Note

This is an open-source article with the community providing support for it. For official Microsoft content, see Microsoft 365 documentation.

"Guest", such a beautiful word. In my humble opinion Guest Users is one of the most valuable assets we have, and learning how to best collaborate with Guest users is an essential skill set.

Lucky for us Microsoft with the continuous innovations in Office 365 makes the process more seamless everyday.

Guest User -> a user outside of your Office 365 organization.

Enabling Guest Users

In the Office 365 Central Administration center:

  1. Verify that Sharing is enabled for the tenant in the tenant Admin Center.

    Image of the checkbox to let users add new guests to the organization.

  2. Verify the Office 365 Group allows users to invite guests by checking the boxes to let group members outside your organization access group content and let group owners add people outside your organization to groups.

    Image of the Office 365 Groups checkboxes.

  3. Verify in the SharePoint Admin Center that guest sharing is on and set the way your governance dictates

    Image of the SharePoint sharing settings.

What is the differences in Permissions and Sharing

At basic level Office 365 Groups have two permissions settings:

  1. Owner | Full control of the Group, and Site Collection Administrator of the backend SharePoint Site
  2. Member | Edit permission to the Group, and member with "Edit" rights to the backend SharePoint Site

SharePoint permission groups, on the other hand, provide more granularity:

  1. Site Collection Administrator | Full control of the SharePoint site plus access to Site Collection settings
  2. Site Owner | Owner permission to the site but cannot control some features in the Site Collection
  3. Site Members | Edit permissions to the site, this allows the users to also modify lists
  4. Site Visitors | Read only permissions to the site

Differences when in use

  • It is easy to see who is a guest in Teams: all guests will have (Guest) appended to their user name

  • In SharePoint you have to check the email address to verify a user is external (a guest)

  • In Teams, guests can't be an owner of the Team

  • In SharePoint, a guest can be promoted to Owner of the site

  • In SharePoint (Groups) you can't add an external guest as a member of the O365 Group, this has to be done through the Outlook Web App (OWA), but you can share the SharePoint site only

    Image of error message that occurs when you try to add an external guest as a member of an O365 Group in SharePoint. Image of the site permissions pane.

What about "Permission Inheritance"

  • Teams -> the only option to break inheritance in Teams is to create a #PrivateChannel in the Team
  • SharePoint -> members and owners are allowed to break inheritance at any level: list/library, folder, or file/item

Currently there is a number of things you can't do in Teams that force users to "navigate to SharePoint"

  1. File versioning, users can't see version history in Teams
  2. Edit file metadata
  3. Publish a file a major version if major/minor versioning is used
  4. Start a Flow from a file
  5. Sharing folders or files

How does it work then?

In most of the use cases I've been dealing with lately I have to use a combination of both Teams and SharePoint's sharing features to make it works as it should.

Use case #1

Imagine you have a "Private Project Team", that is restricted to members:

  • You need owners and members, this can easily be managed by Teams

  • If you have Guests that are members of the project, you can easily invite them to your Team

    Image of the field to add members to a team.

Use case #2

Imagine you have a "Private Project Team", that is restricted to members but have some content that need to be reviewed by someone who is not a member of the project, and cannot be added as a member to the team for any reason.

  • You use Teams to add/remove members as needed to your project, including guest users

  • You then use SharePoint to share any content to any other users who are not a member, both internal and guest

    Image of documents in SharePoint.

Use case #3

Imagine you have a "Private Project Team", that is restricted to members, and you need to add guests to the project to collaborate on all files but don't want them to have access to the Teams Conversations or other Teams connected apps.

  • You use Teams to add/remove members as needed to your project, including guest users

  • You then invite the "others" external guest to the SharePoint site only as members

  • You can, of course, share the SharePoint site with visitors to allow read-only access to all content

    Image of the Invite people button in SharePoint.

How to check if you have a lot of external users

  • In Teams, just look at the members list, everyone with (Guest) is external
  • In SharePoint, use the new "External user report" in Site Analytics to verify

Image of the external user report in SharePoint.

Block guest access to certain Teams

Now and then you will need to make sure that Guest users can't be invited to a certain Team by accident, for example the HR or Finance Team.

Follow the guide below to achieve this, as pr. my knowledge you will need Global administrator right to achieve this.

Useful resources

Principal author: Jimmy Hang, MCT, MCSE: Productivity