SharePoint - External Sharing for site collaboration

Details for Site Owners

By default site sharing settings are Only people in your organization.

  • If external sharing for your SharePoint site is not enabled, please Submit a Ticket to request access via the Service Desk portal page.
  • External Sharing policy allows for New and existing guests to provide secure links.

Add a Guest

If you are adding an external user (non-Dartmouth address), they have to be added as a member via the O365 group interface first. Then you can add them as a member or visitor to the SharePoint site.

  • Using the bwa.dartmouth,edu web interface to your email account, go to the Groups section and open the intended group (name is same as site name).
  • Click on the member link to add external user email address as a guest.
  • Once the user is added to the group, go to the SharePoint interface to the site,
    • Click Settings  icon, select Site Permissions, then select Advanced permissions settings.
  • You can then add members to selected site groups (i.e. member, visitor) to invite them to collaborate on the site.

Example - add external recipient to site Members groups, which also sends invitation.

External recipient will receive an email "inviting you to collaborate on <site name>"

Guest Access To Site

  • Clicking the included link takes the guest to site sign in, where they will use their external email address.

     
  • Clicking next then prompts to Send code for access.

     
  • Providing code authenticates guest to site, and provides access.