Inviting External Users to KanBo (Office 365)
If your organization performs a type of work that involves sharing documents or collaborating directly with vendors, clients, or customers, then you might want to use the external sharing features of KanBo. It wil create a possibility for you to share content with people outside your organization, who do not have licenses for your Microsoft Office 365 subscription.
Note that in this case a KanBo license is consumed for the guest user.
Prerequisites
You can invite external users from different companies that use Office 365 or users with Windows Live ID. If your user to be invited is using a non-Microsoft email, he needs to register it as a Live ID.
Sharing KanBo with the guest users
When you share a site with external users, you send them an invitation that they can use to log into your site. You can send these invitations to any email address with Microsoft Live ID. When the recipient accepts the invitation, they can log in using either a Microsoft account or a work or school account. When you share a site, you can select the type of permissions you want that person to have on the site.
Watch our guide or follow the instruction below
*Video guide was recorded on the older KanBo version, you may notice some visual changes.
In order to invite external user to KanBo board:
- Open the board.
- Select more button (three dots).
- Select
Users. - Press Add user on Visitors section.
- Select Guest user invitation.
- Type an email of the guest and press Invite a guest.
Receiving an invitation to KanBo board
You will receive an email with the invitation.
- Click on the Accept invitation button.
- Accept review permissions.
In a moment you will be redirected to KanBo.
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