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Teams - Invite external guests Tutorial

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Objectifs :

This document aims to provide a comprehensive guide on how to enable and use the Guest Mode feature in Microsoft Teams, allowing external individuals to collaborate on projects effectively.

Chapitres :

  1. Introduction to Guest Mode in Microsoft Teams
    Microsoft Teams offers a valuable feature known as Guest Mode, which facilitates collaboration with clients or individuals outside of your organization. This mode allows external users to access specific teams and channels, enhancing teamwork and project management.
  2. Enabling Guest Access
    To utilize the Guest Mode feature, the administrator must first enable Guest Access in Microsoft Teams. Follow these steps to activate this feature: 1. Log in to the Teams admin center using an administrator account. 2. Navigate to the 'Users' tab. 3. Select 'Guest Access' and enable the option. Once enabled, all teams within your organization will have the capability to invite external individuals.
  3. Requirements for External Guests
    The only requirement for external individuals to join your Teams is that they must possess a Microsoft account, which can be either free or professional. This ensures that they can access the necessary features and collaborate effectively.
  4. Inviting External Guests
    When an external person is invited to join a team, they will receive an invitation in their personal inbox. To join as a guest, they simply need to click on the provided link. This process is straightforward and user-friendly.
  5. Guest Participation in Teams
    Once the external guest has accessed Teams, they can actively engage in various activities, including: - Receiving and responding to messages - Accessing files and channels - Engaging in conversations - Participating in conferences - Collaborating on documents This level of access allows for seamless collaboration and communication between team members and external guests.
  6. Conclusion
    Enabling Guest Mode in Microsoft Teams is a powerful way to enhance collaboration with external individuals. By following the outlined steps, organizations can easily invite clients and partners to participate in projects, fostering a more inclusive and productive work environment.

FAQ :

What is Guest Mode in Microsoft Teams?

Guest Mode is a feature that allows external individuals to collaborate on projects by granting them access to specific teams and channels within an organization.

How do I enable Guest Access in Microsoft Teams?

To enable Guest Access, log in to the Teams Admin Center with an administrator account, go to the Users tab, select Guest Access, and enable the option.

What type of account do external guests need to join a team?

External guests must have a Microsoft account, which can be either free or professional, to join a team as a guest.

What can guests do in Microsoft Teams?

Guests can participate in team activities by receiving and responding to messages, accessing files and channels, engaging in conversations, participating in conferences, and collaborating on documents.

Will guests receive an invitation to join a team?

Yes, invited guests will receive an invitation in their personal inbox, which they can click to access Teams as a guest.

Quelques cas d'usages :

Collaborating with Clients

A marketing agency can use Guest Mode to invite clients to specific project teams, allowing them to view progress, provide feedback, and collaborate on marketing materials in real-time.

Joint Ventures with External Partners

A software development company can invite external partners to collaborate on a joint project by granting them access to relevant channels and files, facilitating seamless communication and document sharing.

Training Sessions for External Stakeholders

An educational institution can use Guest Mode to invite external stakeholders to training sessions, enabling them to participate in discussions and access training materials directly within Teams.

Consultation with Industry Experts

A healthcare organization can invite industry experts as guests to collaborate on research projects, allowing them to share insights and access necessary documents while maintaining data security.

Project Management with Freelancers

A project manager can invite freelancers to join specific project teams, allowing them to collaborate on tasks, share updates, and access project files, thus improving overall project efficiency.

Glossaire :

Guest Mode

A feature in Microsoft Teams that allows external individuals to collaborate on projects by granting them access to specific teams and channels within an organization.

Guest Access

A setting that must be enabled by an administrator in Microsoft Teams to allow external users to join teams and channels.

Microsoft account

An account that provides access to Microsoft services, which can be either free or professional. It is required for external individuals to join a team as a guest.

Admin Center

The management interface for Microsoft Teams where administrators can configure settings, including enabling Guest Access.

Channels

Specific areas within a Microsoft Teams workspace where team members can communicate and collaborate on particular topics or projects.

Conferences

Virtual meetings held within Microsoft Teams that allow participants to engage in discussions, share screens, and collaborate in real-time.

résultat(s)
00:00:02
To enable you to invite clients
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or individuals outside of your
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company to collaborate on a project,
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Microsoft Teams is equipped with
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a feature called Guest Mode.
00:00:14
This mode allows Teams in your
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organization to grant access to teams
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and channels to external individuals.
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To use this feature,
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the administrator must first
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activate Guest Access in Teams.
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Here is how to proceed.
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Login with an administrator account
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to the team's admin center.
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Go to the Users tab, then select
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Guest Access and enable the option.
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Once this is done,
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all teams in your organization
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will have the ability to invite
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external people to join their teams.
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The only condition is that these
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individuals have a Microsoft account,
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whether free or professional.
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The invited person will receive an
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invitation in their personal inbox.
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They simply need to click on the
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link to access teams as a guest.
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From there,
00:01:05
this person can actively participate
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in the life of the team by receiving
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and responding to messages,
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accessing files and channels,
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engaging in conversations,
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participating in conferences,
00:01:17
and collaborating on documents.

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