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).
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.
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.
On the sign in form, user clicks “Sign up now” at the bottom of the page.
On the registration form, user should enter his personal data…
… and click “Create account” at the bottom.
As stated on the screenshot bellow, user needs to confirm their identity…
… by checking his inbox and clicking the link in the newly received verification email.
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…
… and click invitation link again.
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.
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: