

{"id":29903,"date":"2024-11-18T14:02:25","date_gmt":"2024-11-18T19:02:25","guid":{"rendered":"https:\/\/www.uvm.edu\/it\/kb\/?post_type=ht_kb&#038;p=29903"},"modified":"2025-10-10T15:40:24","modified_gmt":"2025-10-10T19:40:24","slug":"microsoft-external-users","status":"publish","type":"ht_kb","link":"https:\/\/www.uvm.edu\/it\/kb\/article\/microsoft-external-users\/","title":{"rendered":"Microsoft Teams and SharePoint &#8211; Collaborating with People Outside UVM"},"content":{"rendered":"<p>Working with partners beyond the formal boundaries of the University is essential to the mission of our Land Grant institution. This guide is intended to help UVM affiliates and our partners use Microsoft cloud services &#8211; such as SharePoint and Teams &#8211; to collaborate successfully.<\/p>\n    \t\t<div class=\"hts-messages hts-messages--success  hts-messages--withtitle hts-messages--withicon \"   >\r\n    \t\t\t<span class=\"hts-messages__title\">UVM does not restrict the ability to add external users as guests to Teams. <\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tWe actively support collaboration with private individuals and members of organizations, including those who may have their own Microsoft 365 environments. That said, for non-Teams SharePoint sites, you must <a href=\"https:\/\/www.uvm.edu\/it\/kb\/article\/microsoft-external-users\/#requesting-external-access-to-sharepoint-sites\">request that external collaboration be enabled on the site.<\/a>    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<p>Whether you&#8217;re working with community organizations, research collaborators, or industry partners, this guide will help you navigate guest access, shared resources, and secure communication across platforms.<\/p>\n    \t\t<div class=\"hts-messages hts-messages--info  hts-messages--withtitle hts-messages--withicon \"   >\r\n    \t\t\t<span class=\"hts-messages__title\">External Users<\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\t In this guide, we often refer to &#8220;external users.&#8221; Meaning those who don&#8217;t use a <strong>UVM NetID<\/strong> account to access Microsoft services.<\/p>\n<p><span style=\"text-decoration: underline;\"><strong>LCOM accounts are considered external users<\/strong>, even though LCOM affiliates also have UVM NetID accounts.<\/span>    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<p>We have provided some specific guidance for working with our colleagues at the Larner College of Medicine. Please see that documentation here: <a href=\"https:\/\/www.uvm.edu\/it\/kb\/article\/teams-lcom-and-uvm\/\" target=\"_blank\" rel=\"noopener\">Microsoft Teams \u2013 Navigating between LCOM and UVM<\/a><\/p>\n<h2>Video Guides:<br \/>\n<a href=\"https:\/\/uvmoffice.sharepoint.com\/:l:\/s\/ETSInfo\/FCRguw824ONGiJks9CepOMwB7CaNnB5VzCLUCC-rBOJ19g?e=a0t3Ob\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30332 size-full\" src=\"https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131.png\" alt=\"\" width=\"1546\" height=\"477\" srcset=\"https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131.png 1546w, https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131-300x93.png 300w, https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131-1024x316.png 1024w, https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131-768x237.png 768w, https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131-50x15.png 50w, https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131-1536x474.png 1536w, https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131-60x19.png 60w, https:\/\/www.uvm.edu\/it\/kb\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-19-084131-100x31.png 100w\" sizes=\"auto, (max-width: 1546px) 100vw, 1546px\" \/><\/a><\/h2>\n<p>ETS has created a playlist with videos to accompany the documentation below. You can watch the videos on the <a href=\"https:\/\/uvmoffice.sharepoint.com\/sites\/ETSInfo\">ETS Info SharePoint<\/a> here: <a href=\"https:\/\/uvmoffice.sharepoint.com\/:l:\/s\/ETSInfo\/FCRguw824ONGiJks9CepOMwB7CaNnB5VzCLUCC-rBOJ19g?e=a0t3Ob\">Collaborating with External Users in Teams<\/a><\/p>\n<h2>Teams Meetings with External Users<\/h2>\n    \t\t<div class=\"hts-toggle  \"  >\r\n    \t\t\t<div class=\"hts-toggle__title\"><h3>Joining a Meeting as an External User<\/h3><\/div>\r\n    \t\t\t<div class=\"hts-toggle__content\">\r\n    \t\t\t\t<div class=\"hts-toggle__contentwrap\">\r\n    \t\t\t\t\t<p>\n1. Click on the meeting link provided to you by the meeting organizer<\/p>\n<p>2. From here, you can either <strong>Continue on this browser<\/strong> or, if you have the Microsoft Teams app on your computer, click <strong>Join on the Teams app<\/strong><\/p>\n<p>3. You can now join the meeting by entering your name and clicking <strong>J<\/strong><strong>oin<\/strong>. If you have a Microsoft Account or your organization has its own Microsoft Tenant, we recommend signing in to ensure your account is &#8220;authenticated.&#8221;<\/p>\n<p><div class=\"hts-messages hts-messages--alert  hts-messages--withtitle hts-messages--withicon \"   >\n    \t\t\t<span class=\"hts-messages__title\">Unable to chat<\/span>    \t\t\t    \t\t\t\t<\/p>\n<p>\n    \t\t\t\t\t If you find that you&#8217;re unable to chat, it&#8217;s possible the meeting was created within a Team&#8217;s channel. Please ask the organizer to add you to the Team or schedule the meeting outside of the Team&#8217;s channel.    \t\t\t\t<\/p>\n<\/p><\/div>\n<p><!-- \/.ht-shortcodes-messages -->\n    \t\t<\/p>\n<p><em>(Assuming default Meeting settings)<\/em><br \/>\n<strong>Authenticated Users:<\/strong><\/p>\n<ul>\n<li>Can use their microphone &amp; camera<\/li>\n<li>Can share their screen(s)<\/li>\n<li>Can read chat history and engage in chat.<\/li>\n<\/ul>\n<p><strong>Unauthenticated Users:<\/strong><\/p>\n<ul>\n<li>Use their microphone &amp; camera<\/li>\n<li>Must be granted permission by a meeting organizer to share their screen<\/li>\n<li>Can engage in chat and will only see chat content sent during the meeting<\/li>\n<\/ul>\n<p>\n    \t\t\t\t<\/div>\r\n    \t\t\t<\/div><!-- \/ht-toggle-content -->\r\n    \t\t<\/div>\r\n    \t\t\n    \t\t<div class=\"hts-toggle  \"  >\r\n    \t\t\t<div class=\"hts-toggle__title\"><h3>Default Settings - Teams Meetings<\/h3><\/div>\r\n    \t\t\t<div class=\"hts-toggle__content\">\r\n    \t\t\t\t<div class=\"hts-toggle__contentwrap\">\r\n    \t\t\t\t\t<\/p>\n<table width=\"690\">\n<thead>\n<tr>\n<th>Category<\/th>\n<th>Setting<\/th>\n<th>Default Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Security<\/td>\n<td>Bypass the Lobby<\/td>\n<td>Everyone<\/td>\n<\/tr>\n<tr>\n<td>Audio &amp; Video<\/td>\n<td>Microphone<\/td>\n<td>Allowed<\/td>\n<\/tr>\n<tr>\n<td>Audio &amp; Video<\/td>\n<td>Camera<\/td>\n<td>Allowed<\/td>\n<\/tr>\n<tr>\n<td>Engagement<\/td>\n<td>Meeting Chat<\/td>\n<td>On<\/td>\n<\/tr>\n<tr>\n<td>Engagement<\/td>\n<td>Q&amp;A<\/td>\n<td>Off<\/td>\n<\/tr>\n<tr>\n<td>Engagement<\/td>\n<td>Allow Reactions<\/td>\n<td>Yes<\/td>\n<\/tr>\n<tr>\n<td>Engagement<\/td>\n<td>Allow Attendance Report<\/td>\n<td>Yes<\/td>\n<\/tr>\n<tr>\n<td>Roles<\/td>\n<td>Announce when people dialing in join or leave<\/td>\n<td>Yes<\/td>\n<\/tr>\n<tr>\n<td>Roles<\/td>\n<td>Assign co-organizers<\/td>\n<td>Unassigned<\/td>\n<\/tr>\n<tr>\n<td>Roles<\/td>\n<td>Who can present<\/td>\n<td>People in my org and guests<\/td>\n<\/tr>\n<tr>\n<td>Roles<\/td>\n<td>Enable language interpretation<\/td>\n<td>Unassigned<\/td>\n<\/tr>\n<tr>\n<td>Recording &amp; Transcript<\/td>\n<td><em>Requires a Teams Premium License<\/em><\/td>\n<td>~<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\n    \t\t\t\t<\/div>\r\n    \t\t\t<\/div><!-- \/ht-toggle-content -->\r\n    \t\t<\/div>\r\n    \t\t\n<h2>Sharing Files With External Users<\/h2>\n    \t\t<div class=\"hts-toggle  \"  >\r\n    \t\t\t<div class=\"hts-toggle__title\"><h3>Requesting External Access to SharePoint Sites<\/h3><\/div>\r\n    \t\t\t<div class=\"hts-toggle__content\">\r\n    \t\t\t\t<div class=\"hts-toggle__contentwrap\">\r\n    \t\t\t\t\t<\/p>\n<p>While Microsoft Teams allows you to add external users as members by default, SharePoint sites that are\u00a0<strong>not connected to a Team<\/strong>\u00a0require a separate request to enable external sharing.<\/p>\n<p>There are two types of external sharing options available:<\/p>\n<ul>\n<li><strong>Anyone (Anonymous Access):<\/strong>\u00a0Allows you to share files or folders with users outside UVM without requiring them to sign in. This is useful for public or low-risk content.<\/li>\n<li><strong>New and Existing Guests:<\/strong>\u00a0Requires external users to authenticate using a Microsoft account or a work\/school account. This option is more secure and appropriate for ongoing collaboration.<\/li>\n<\/ul>\n<p>To add an external member to your SharePoint site, <span data-teams=\"true\">invite them to our tenant, then add their guest account to your SharePoint site&#8217;s Unified Group<\/span>. This will create a guest object for them in our tenant.<\/p>\n<p>If you require anonymous access to your site, <a href=\"https:\/\/www.uvm.edu\/it\/kb\/submit-a-ticket\/\">submit a ticket<\/a> to the UVM Tech Team requesting anonymous access be enabled with a link to your SharePoint site.<\/p>\n<p>\n    \t\t\t\t<\/div>\r\n    \t\t\t<\/div><!-- \/ht-toggle-content -->\r\n    \t\t<\/div>\r\n    \t\t\n    \t\t<div class=\"hts-toggle  \"  >\r\n    \t\t\t<div class=\"hts-toggle__title\"><h3>Sharing Individual Files with External Users<\/h3><\/div>\r\n    \t\t\t<div class=\"hts-toggle__content\">\r\n    \t\t\t\t<div class=\"hts-toggle__contentwrap\">\r\n    \t\t\t\t\t<\/p>\n<ol>\n<li>Navigate to your document in OneDrive or SharePoint\n<ol>\n<li>If this document belongs to you as an individual, it&#8217;s appropriate to store it in your personal OneDrive space.<\/li>\n<li>If you&#8217;re sharing a document related to work on your team, it&#8217;s appropriate to store the file on the Teams SharePoint site that you are all members of.<\/li>\n<\/ol>\n<\/li>\n<li>Click on the <strong>Share<\/strong> icon.\n<ol>\n<li>Enter the email address of the user with whom you would like to share this file.\n<ol>\n<li>Click <strong>Send<\/strong><\/li>\n<\/ol>\n<\/li>\n<li>If you would instead like to share this link with <strong>Anyone<\/strong>, you can click the gear icon next to <strong>Copy link <\/strong>and change the sharing permissions to <strong>Anyone.<br \/>\n<\/strong>    \t\t<\/p>\n<div class=\"hts-messages hts-messages--alert  hts-messages--withtitle hts-messages--withicon \"   >\n    \t\t\t<span class=\"hts-messages__title\">Option to Share with Anyone is Unavailable<\/span>    \t\t\t    \t\t\t\t<\/p>\n<p>\n    \t\t\t\t\tIf you&#8217;re sharing from a SharePoint site, the option to share with <strong>Anyone<\/strong> may be unavailable for selection. To change this, submit a request to enable external sharing to the Helpline and include a link to your SharePoint site in that request: <a href=\"https:\/\/www.uvm.edu\/it\/kb\/contact\/\" target=\"_blank\" rel=\"noopener\">Contact UVM Tech Team<\/a>     \t\t\t\t<\/p>\n<\/p><\/div>\n<p><!-- \/.ht-shortcodes-messages -->\n    \t\t<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>\n    \t\t\t\t<\/div>\r\n    \t\t\t<\/div><!-- \/ht-toggle-content -->\r\n    \t\t<\/div>\r\n    \t\t\n    \t\t<div class=\"hts-toggle  \"  >\r\n    \t\t\t<div class=\"hts-toggle__title\"><h3>Ongoing Collaboration with External Users<\/h3><\/div>\r\n    \t\t\t<div class=\"hts-toggle__content\">\r\n    \t\t\t\t<div class=\"hts-toggle__contentwrap\">\r\n    \t\t\t\t\t<\/p>\n<p>If you&#8217;re collaborating with an external user on a project or will be sharing multiple files with a user, it would be best to create a team or invite the user to an existing team. Adding members (including external users) to a team allows them to access any files stored within the Team.<\/p>\n<h3>Invite an External User to a Team:<\/h3>\n<ol>\n<li>In Teams, navigate to the team to which you&#8217;re attempting to add an external user.<\/li>\n<li>Click the <strong>More Options<\/strong> ellipses button (<strong>&#8230;<\/strong>) next to your Team&#8217;s name and select <strong>Add member<\/strong>.<\/li>\n<li>Enter the email address for the external user in the <strong>Type a name or email<\/strong> box.\n<ol>\n<li>If the user is already a guest in our tenant, they will also be searchable by name.<\/li>\n<\/ol>\n<\/li>\n<li>Click <strong>Add<\/strong><\/li>\n<\/ol>\n<p>\n    \t\t\t\t<\/div>\r\n    \t\t\t<\/div><!-- \/ht-toggle-content -->\r\n    \t\t<\/div>\r\n    \t\t\n<h2>Reviewing Access\/Revoking Access to Files<\/h2>\n    \t\t<div class=\"hts-toggle  \"  >\r\n    \t\t\t<div class=\"hts-toggle__title\"><h3>Review Who has Access to a File<\/h3><\/div>\r\n    \t\t\t<div class=\"hts-toggle__content\">\r\n    \t\t\t\t<div class=\"hts-toggle__contentwrap\">\r\n    \t\t\t\t\t<\/p>\n<p>You can review who has access to a shared file by navigating to the file in OneDrive\/SharePoint, then:<\/p>\n<ol>\n<li>Click the ellipses (<strong>&#8230;<\/strong>) next to the share button.<\/li>\n<li>Select <strong>Manage access <\/strong>from dropdown menu.<\/li>\n<li>Review the <strong>People<\/strong>, <strong>Groups<\/strong>, and <strong>Links<\/strong> tabs to see who can access the file.<\/li>\n<\/ol>\n<p>\n    \t\t\t\t<\/div>\r\n    \t\t\t<\/div><!-- \/ht-toggle-content -->\r\n    \t\t<\/div>\r\n    \t\t\n    \t\t<div class=\"hts-toggle  \"  >\r\n    \t\t\t<div class=\"hts-toggle__title\"><h3>Revoke Access to a File<\/h3><\/div>\r\n    \t\t\t<div class=\"hts-toggle__content\">\r\n    \t\t\t\t<div class=\"hts-toggle__contentwrap\">\r\n    \t\t\t\t\t<\/p>\n<p><div class=\"hts-messages hts-messages--info  hts-messages--withtitle hts-messages--withicon \"   >\n    \t\t\t<span class=\"hts-messages__title\">User has Access from Teams Membership<\/span>    \t\t\t    \t\t\t\t<\/p>\n<p>\n    \t\t\t\t\t If the user you are attempting to revoke access from has access to the shared file as a result of being a member of a team and you&#8217;d like the rest of the team to retain their access to the file, remove the user from the Team instead of following the steps below.    \t\t\t\t<\/p>\n<\/p><\/div>\n<p><!-- \/.ht-shortcodes-messages -->\n    \t\t<\/p>\n<p>You can revoke access to a shared file by navigating to the file in OneDrive\/SharePoint, then:<\/p>\n<ol>\n<li>Click the ellipses (<strong>&#8230;<\/strong>) next to the share button.<\/li>\n<li>Select <strong>Manage access <\/strong>from dropdown menu.<\/li>\n<li>You can remove a person, group, or link by clicking on the associated security entry and changing the permission from its current state to <strong>Remove Direct Access<\/strong>.<\/li>\n<\/ol>\n<p>To stop sharing a file with everyone, click the <strong>Stop Sharing<\/strong> button at the top right of the Manage Access window. This option removes all non-owner people, groups, and links.<\/p>\n<p>\n    \t\t\t\t<\/div>\r\n    \t\t\t<\/div><!-- \/ht-toggle-content -->\r\n    \t\t<\/div>\r\n    \t\t\n","protected":false},"excerpt":{"rendered":"<p>Working with partners beyond the formal boundaries of the University is essential to the mission of our Land Grant institution. This guide is intended to help UVM affiliates and our partners use Microsoft cloud services &#8211; such as SharePoint and Teams &#8211; to collaborate successfully. Whether you&#8217;re working with community&#8230;<\/p>\n","protected":false},"author":119,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"ht-kb-category":[271],"ht-kb-tag":[519,499,582],"class_list":["post-29903","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-email-and-calendar","ht_kb_tag-microsoft","ht_kb_tag-microsoft-sharepoint","ht_kb_tag-microsoft-teams"],"_links":{"self":[{"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/ht-kb\/29903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/users\/119"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/comments?post=29903"}],"version-history":[{"count":31,"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/ht-kb\/29903\/revisions"}],"predecessor-version":[{"id":30103,"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/ht-kb\/29903\/revisions\/30103"}],"wp:attachment":[{"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/media?parent=29903"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/ht-kb-category?post=29903"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/kb\/wp-json\/wp\/v2\/ht-kb-tag?post=29903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}