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For example, if you want them to have access to MS Teams, Planner, and be part of a team email distribution list – then you need to go with an Office 365 Group Team Site Choose Team Site with an Office 365 Group if you want your external users to access and collaborate on more than just a site.I explain all the types of sites and provide further direction here. You need to choose one based on what you want the template to look and like and what exactly you want to share. There are three site template choices available to you:Īll are valid choices. Besides, this assures that the content stays secure and that the recipient can’t get into other areas of the Intranet or an existing department or project site by accident.
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Nothing technically prevents you from sharing directly from your existing sites, but in this context, I assume that we are creating a dedicated site for a vendor or client. To share externally, we will create a brand new site. How file and folder external sharing works Step 3: Decide on the appropriate site type They will provide the necessary background info on how external sharing works and best practices on the setup. “SharePoint External Sharing is like office romance – you will not be able to prevent it!” Step 2: Get familiar with how external sharing worksīefore we set up the external sites, I recommend that you familiarize yourself with these few posts I published in the past on external sharing. Still think you can avoid external sharing? Then I suggest you read this post. Just like the office romance – it will happen. Step 1: Do not prevent external sharing!īefore you tell me, “But Greg, but we do not allow external sharing in our organization, so this post would not apply to us,” let me be the first to tell you – “Yeah, right! Good luck with that”! Despite your best efforts and objectives, you cannot prevent external sharing.
EXCHANGE ONLINE CLIENT CONNECTIVITY ACROSS REGIONS HOW TO
Today I would like to explain to you how to build a simple, successful, and secure customer or vendor portal in SharePoint Online for document exchange with external parties.
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Luckily, with SharePoint Online, we have a more straightforward mechanism to achieve this. This was never an easy endeavor for users – they either had to be really good friends with IT admins or bribe them to get one set up. In the past, this had been achieved via secure FTP sites. After all, you are not in a bubble and need to exchange documents, folders with those you collaborate with. Whether you use SharePoint for intranet, project portal, or document management, content exchange with external parties like customers, vendors, and contractors is almost mandatory. These days external sharing is inevitable.