SharePoint Online: Collaborating with external users


OVERVIEW

Target audience: McGill students, faculty and staff, and external collaborators

All McGill SharePoint sites are internal to McGill. By default, they are not accessible to the public, even if it is a “public” site. To collaborate with users outside (external) of McGill, you must first invite them to your site. Some additional setup steps may be needed on the invited user’s side depending on if their email is already Microsoft connected.

In this article:

We will go through the steps for an:

Existing user inviting external users for collaboration

  1. The site owner or member will share the SharePoint site with an external user. View Sharing in SharePoint for instructions on how to share.
  2. The external user will then receive an email with a link to the shared SharePoint site.


External user receiving the invite to collaborate

An external user will receive an email with a link to the shared SharePoint site (or shared individual files and folders); however, prior to collaborating you may face two scenarios:

Scenario 1:

If the invited external user's email already has a Microsoft account associated with it, then they will simply have to accept the McGill terms of use.

Scenario 2:

If the invited external user's email does not have a Microsoft account associated with it, they will be prompted to create one, then accept McGill's terms of use.

External users will always have to sign in with the email account they were invited through in order to access the shared content (i.e., the email account where you received the invitation to the shared content).

Note: If external users are added to the site as an owner, member or visitor, they will have the same permissions as an internal user in the same role.


references

ADDITIONAL REFERENCES: