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Adding External Users to SharePoint, Teams, OneDrive Folders or Items

This is an overview of how to give external users permission to view/edit your documents.

Before you begin:   It is best to let your user(s) know the invite is coming so they do not mistake it as phishing, or so they do not miss the invite and time out the invitation.  They must accept this invite within 90 days.

1.  Hover over, or select the folder or item you wish to grant permissions to.  

Files

2. When you hover over an item or select it you will see an ellipsis.  Click the ellipsis to view your options menu. 
3. Select Details from the bottom of the menu.

Ellipsis

4.  You will see a window to the right that shows who has access to the item.  Select Manage Access.

Manage access

5.  Now you will see the Manage Access window.  At the bottom right in this window, you will see Advanced.  Select Advanced.

manage access window


6.  Now you are in the permissions page for this item/folder.  First, click Stop Inheriting Permissions.  This will enable the ability to add permissions to only this item.


 permissions page

7.  Click the Grant Permissions button. 

grant permissions


8.  Type the FULL email address of the person you wish to add.  When you are done adding email addresses, click Show Options.

enter email and click show options

9.  Choose either Read or Edit permission level.  

show options

read or edit  only

10.  The users will receive an email invite.  They must accept this invite within 90 days or the invitation will expire and it will be difficult to add them to the system.  It is best to let them know the invite is coming so they do not mistake it as phishing, or so they do not miss the invite and time out the invitation.

email invite




Keywords:SharePoint, Teams, OneDrive, Microsoft, External Users, External   Doc ID:95016
Owner:Emily E.Group:UW Stout
Created:2019-10-16 08:56 CSTUpdated:2019-10-22 10:11 CST
Sites:UW Stout
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