-
Learn the Basics
-
- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
-
Visualize Work
-
Collaborate
-
Level Up Your Work
-
Work Securely
-
Integrations
-
- KanBo and Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo through Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Elements as Tabs in Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
-
- Exporting Space Views to Excel
- Visitors in Microsoft 365 Environments
- KanBo Autodesk BIM Integration
- KanBo and ServiceNow Integration
- KanBo and Zapier Integration
- Nintex Integration
- Seamless Import from Microsoft Planner to KanBo
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Advanced KanBo Actions in Power Automate
- Adding KanBo Modern Webpart to Your SharePoint Site
- KanBo and Azure Logic Apps Integration
- KanBo and Ui Path Integration: Usage
- Power Automate Integration: Triggers and Actions
-
Inviting Guest Users to KanBo
This post is also available in: Deutsch
In this article:
Overview
If your organization does work that involves sharing documents or collaborating directly with vendors, clients, or customers, you may want to invite them to KanBo world. This allows you to share content with people outside your organization who do not have licenses for your Microsoft 365 subscription.
There are three levels of access to a space: owner, member, and visitor. Only member and visitor access levels are available to external users. The same applies to the access levels of workspaces.
Prerequisites
To add external users, you need the Adding KanBo Users role.
The guest user will consume one KanBo license.
Only the space owner can add users to the space.
You can invite external users who are using Microsoft 365 or who have a Windows Live ID. If the invited users use a non-Microsoft email, they will need to register it as a Live ID.
Inviting guest users to spaces
When you share a space with external users, you send them an invitation that they can use to sign in. You have to select the level of access to the space that you want to give the external user – member or visitor.
To invite an external user to a space:
- Open the space.
- Select Users.
- On the Visitor or Member section, select Add user.
- Select Guest user invitation.
- Type an email of the guest, and then select Invite a guest.
Inviting guest users to workspaces
You can invite external users to the entire workspace. For example, if you use standard space types, this is the only way to add them to such spaces.
To invite an external user to a workspace:
- Open the workspace.
- On the Visitor or Member section, select Add user.
- Select Guest user invitation.
- Type an email of the guest, and then select Invite a guest.
Was this article helpful?
Please, contact us if you have any additional questions.