In the last post, I showed how to invite an external user to SharePoint. Let’s see what this experience looks like for a person you invited to join the SharePoint website.

There are two different use cases here.

 

Use case 1

If an external user has Microsoft or Organizational account, he can just click the link in the invitation email and log in with his Microsoft username and password (if necessary).

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Use case 2

If an external user does NOT have Microsoft or Organizational account (invitation was sent to Gmail, e.g.), he has to create a new Microsoft account before accessing the SharePoint web site. This process is much longer, as you might expect.

So, the user receives an email to his “non-Microsoft” address and clicks the link similar to the one marked bellow.

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Then, he has to select the account type. But, since a new account needs to be created, he cannot click “Organizational account” tile (as he cannot register for such an account). User should click the “Microsoft account” tile.

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On the sign in form, user clicks “Sign up now” at the bottom of the page.

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On the registration form, user should enter his personal data…

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… and click “Create account” at the bottom.

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As stated on the screenshot bellow, user needs to confirm their identity…

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… by checking his inbox and clicking the link in the newly received verification email.

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User is informed that the account is created and verified. However, this does not take him to project site. He needs to go back to the invitation email…

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… and click invitation link again.

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But that’s not the end of the story. User has to click the “Microsoft account” tile again in order to be transferred to the SharePoint web site.

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Anyway, in both use cases, this is what the user sees at the end of the process – Homepage of the project he was invited to:

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