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Adding an external guest to a HYMS Microsoft Team

Guide overview

  • inviting an external guest to a Team via email invite
  • gaining access as a guest via the steps in the email invite
  • how to identify external guests on a Team
  • how to set guest permissions for Team channels
  • what guests can do in Teams
  • resetting a password for a guest account
  • removing an external guest from a Team / leaving a Team as an external guest
  • further related help pages

You can also invite a guest to a video meeting in a Team, rather than give them full access to a Team. Please see our guide: Creating video meetings in Microsoft Teams

If someone has HYMS account details, it is best practice to invite them with those details as an internal member to HYMS teams. This allows for full access to all HYMS teams features and functionality.

Inviting an external guest to a Team via email invite

  1. Navigate to the appropriate Team and select more options
  2. Select add memberimage of Microsoft Team add member option
  3. image of Microsoft Team add email fieldEnter the guest’s email address and select add

 

Please note that if you are not the Team owner,  when selecting add member, you will instead see an option to send a request for a member to be added. You will then need to wait for your request to be accepted by a Team owner.

Gaining access as a guest via the steps in the email invite

Guests will receive a welcome email invitation with a direct link to the Team.

Guests with an Office 365 account may not see the following set up prompts and may be able to log in with their existing log in details. However, for the desktop app to work, you may need to first access Teams in a browser and then from your profile settings (top right-hand corner), choose to download the desktop app.

The first time a guest is invited to a Team, when they click on the link they will be prompted to set up a guest account. They will be asked to create a password and a display name. They will also be sent a verification code that they will need to use to complete set up.

image of Microsoft Team guest email invitationimage of Microsoft Team guest set up page

 

 

 

 

 

 

 

 

They will then be asked to accept the terms and conditions of sign up and will be given the choice of opening the Team from a browser or from the Teams desktop app. The app provides a better user experience, especially for video calls.image of Microsoft Team guest set up page

image of links to download Microsoft Teams app or browser link 

 

How to identify external guests on a Team

If a Team has external guests, it will say so under the Team name heading.Microsoft Team this team has guests notification

You can tell if someone is a guest by looking anywhere their name appears – the word guest appears after it.

image of Microsoft Teams members and guests tabYou can also see a list of all guests from more options /manage team, the members tab. New guests will appear once they go through the guest set up steps outlined above.

 

How to set guest permissions for Team channels

Team owners can set guest permissions for Team channels. Go to manage team/ settings/ guest permissions to:

  • allow guests to delete channels

What guests can do in Teams

Guests have access to much of the Team functionality, such as:

  • manage notification settings and receiving banner / email notifications
  • set their status (available, busy etc.)
  • download the mobile / desktop app or access Teams from a browser
  • see the activity feed for the Team
  • use Chat and the chat function in a Team
  • upload / download files
  • start a video call (and screen share) + invite others to meet now

External guests can not record meetings or schedule meetings in advance

Resetting a password for a guest account

Guests can reset their own password.

  1. Click on the link in a Team email invitation
  2. image of Microsoft Team guest password rest link If you are prompted to log in and do not remember your password, click on the forgot password link on the log in page
  3. You will be given the option to be sent a security code via the email address you signed up with, which you will then need to enter on the log in page to verify your identity
  4. You can then enter a new password

Removing an external guest from a Team / leaving a Team as an external guest

Team owners can remove an external guest.

  1. Navigate to the appropriate Team. Navigate to manage Team/ the members tab.
  2. Locate the guest in the list of members. Click on the x next to their name. The list will refresh and they will no longer be listed. They can be added again if required.

External guests will no longer see the Team listed for them, but will retain some access to functionality, such as the ability to chat / call individuals.

A guest can leave a team at any time.Screenshot image of Microsoft Teams more options tab and leave team option

  1. Navigate to the team title name. Select more options.
  2. Select leave team.

To add an internal HYMS colleague to a Team, please click on the following link: Teams: Members and Owners

To add an add internal HYMS colleague / external guest to a Team video meeting, please click on the following link:Creating video meetings in Microsoft Teams

Updated on 05/15/2020

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