Inviting external users to your tenant
Board Connect is a Microsoft Teams application that brings documentation and meeting details related to board meetings into one central location, where it’s easier to collaborate.
Adding Guest users to Board Connect is easy! Whether you’re working with clients, suppliers, or other stakeholders, follow these steps and you’ll be all set to connect and collaborate together.
This guide covers two sections: Inviting a Guest (Admin), and Accepting an Invitation (Guest User)
Part 1 – Inviting a Guest
To add guest users, you’ll need to ensure you have the right permissions. You’ll need to have one of two roles assigned to you: Guest Inviter or User Administrator.
To get started:
- Sign in to the Microsoft Entra admin center
- Browse to Identity > Users > All users.
- Select Invite external user from the menu.
4. Enter the email address for the guest user.
5. Provide their display name.
6. Select the Send invite message checkbox to send an invitation message. When enabling this checkbox, you can also set up the customised short message and additional CC recipient.